How to Notify Chase of a Death

Online, phone, or in person. Chase's Estate Services has a direct line — notify online, by phone, or by visiting a branch with the death certificate.

Chase — contact info

Estate / bereavement phone
866-926-6909
Hours
Mon–Fri 8:00 AM – 7:00 PM ET
Notify Chase online →

What Chase requires

  • Death certificate

  • Your proof of identification

    Passport, driver's license, or a valid state-issued ID card.

  • Your relationship to the deceased

  • Deceased person's Social Security number and/or account number

What to expect

Note: Chase may freeze accounts once notified.

Processing time: Documents requested vary based on the customer's relationship with Chase.

A letter you can send Chase today

JPMorgan Chase
[Institution Address]

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 am the personal representative of the estate and am authorized to act on behalf of the decedent's affairs.

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.

Chase death notification FAQ

How do I notify Chase of a death?

Online, phone, or in person. Chase's Estate Services has a direct line — notify online, by phone, or by visiting a branch with the death certificate.

What documents does Chase require?

Death certificate Your proof of identification — Passport, driver's license, or a valid state-issued ID card. Your relationship to the deceased Deceased person's Social Security number and/or account number

How long does the process take with Chase?

Documents requested vary based on the customer's relationship with Chase.

What if my loved one had other accounts besides Chase?

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 Chase's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Chase's official page before relying on this guide. Estate Assist provides general information, not legal advice.