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
Truist (formerly BB&T / SunTrust) [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.
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.