How does a family member claim a deceased investor's account?

October 27, 2026

We're sorry for your loss. Our Investor Relations team will guide you through each step.

Steps

  1. Call Investor Relations at 561-600-0707, Monday to Friday, 8am to 9pm ET, to report the death.
  2. Provide a certified copy of the death certificate.
  3. Provide documents showing your authority, such as beneficiary identification, letters testamentary or trust documents. [CONFIRM: document list]
  4. Choose whether to transfer the bonds to your own account or redeem them.

IRAs

For IRAs, Equity Trust handles the beneficiary claim, and the bonds can move to an Inherited IRA.