How to Notify Bank of America of a Death
Online. Bank of America customers notify online. Non-customers use the Third-Party Case Manager (requires a one-time enrollment) or call the Estate Services team.
Bank of America — contact info
- Estate / bereavement phone
- 888-689-4466
- Hours
- Mon–Fri 9:00 AM – 8:00 PM ET
What Bank of America requires
Notification to open a case
Bank of America conducts a detailed review of the banking relationship after notification, and assigns a case number if appropriate.
Supporting documents
Requested after the case is opened — the exact list depends on account ownership and product type; Bank of America's Client Resource Guide covers specifics by product team.
A letter you can send Bank of America today
Fill these in and the letter below becomes yours — dated today, ready to print and send. Nothing is saved and you don't need an account.
Your letter asks what the institution requires. It won't claim you're authorised to act for the estate — only a court appointment gives you that, and saying so without one can hold up the process.
Bank of America Re: Notification of Death — Account Holder Robert J. Sample Dear Sir or Madam, I am writing to notify you of the passing of Robert J. Sample. Robert J. Sample held an account with your institution. I, [Your Name], am writing regarding the estate of Robert J. Sample, to ask what your institution requires in order to proceed. I respectfully request the following: 1. That the account be flagged to reflect the account holder's passing. 2. That all account activity be frozen to protect the estate's assets. 3. That you provide me with instructions and any required forms to transfer or close the account in accordance with your institution's procedures. Enclosed please find a certified copy of the death certificate. Please contact me at your earliest convenience to discuss next steps. Sincerely, [Your Name] [Your Address] [Your Phone] [Your Email] Enclosures: - Certified Death Certificate - Government-issued Identification
Fill in the bracketed lines under your signature before you send it, so Bank of America can reach you.
Most estates need this same letter for eight or nine institutions, not just Bank of America. Estate Assist finds them and drafts a letter for each.
Draft the rest of my letters →Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.
Bank of America death notification FAQ
How do I notify Bank of America of a death?
Online. Bank of America customers notify online. Non-customers use the Third-Party Case Manager (requires a one-time enrollment) or call the Estate Services team.
What documents does Bank of America require?
Notification to open a case — Bank of America conducts a detailed review of the banking relationship after notification, and assigns a case number if appropriate. Supporting documents — Requested after the case is opened — the exact list depends on account ownership and product type; Bank of America's Client Resource Guide covers specifics by product team.
What if my loved one had other accounts besides Bank of America?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against Bank of America's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Bank of America's official page before relying on this guide. Estate Assist provides general information, not legal advice.