How to Notify Truist of a Death
Phone or branch. Call and ask for the Estate Services department, or visit any Truist branch.
Truist — contact info
- Estate / bereavement phone
- 844-487-8478
- Hours
- Mon–Fri 8:00 AM – 8:00 PM ET, Sat 8:00 AM – 5:00 PM ET, Sun 24-hour automated only
What Truist requires
Proof of death
Required before Truist will pay funds to beneficiaries or remove a deceased owner from a joint account.
Proof of your authority to act for the estate
Documentation naming you as personal representative or heir, confirmed with the Estate Services department — exact requirements vary by account type and state.
A letter you can send Truist 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.
Truist (formerly BB&T / SunTrust) 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 Truist can reach you.
Most estates need this same letter for eight or nine institutions, not just Truist. 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.
Truist death notification FAQ
How do I notify Truist of a death?
Phone or branch. Call and ask for the Estate Services department, or visit any Truist branch.
What documents does Truist require?
Proof of death — Required before Truist will pay funds to beneficiaries or remove a deceased owner from a joint account. Proof of your authority to act for the estate — Documentation naming you as personal representative or heir, confirmed with the Estate Services department — exact requirements vary by account type and state.
What if my loved one had other accounts besides Truist?
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 Truist's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Truist's official page before relying on this guide. Estate Assist provides general information, not legal advice.