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The loss of a loved one is never easy. We hope you'll accept our deepest condolences and allow us to help you navigate the important financial steps during this difficult time. Please notify us of the death and start the inheritance process by filling out our online notification form.

What to Expect

Helpful Resources

Reassessing your retirement plan after the loss of a spouse

The death of a spouse may dramatically change your financial situation. So, as soon as you are comfortable, it is important to assess your financial affairs.



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What are the rules if you inherit someone’s IRA?

Inheriting investments from a loved one is typically pretty straightforward. When the estate settles, assets transfer into your name. Inheriting investments from an Individual Retirement Account (IRA) is a little more complicated.


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What is an estate plan and why you should have one

An estate plan is for everyone. It helps you put clear directive in place to determine what to do with your estate and to protect your loved ones. 


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You’ve inherited a loved one’s assets – now what?

Inheriting assets from a loved one can have a significant impact on you. The most important thing to consider is how the new assets affect your portfolio mix and if they fit your risk tolerance. You may need to sell if the fit isn’t right.



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RMD rules for inheriting an IRA

The IRS identifies specific RMD rules to follow when you inherit an IRA. It's important to understand these rules and obligations as they may have tax implications.



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Tell us about yourself

*All fields required, unless noted otherwise.

Your name
Phone number
How are you related to the person who passed away?

An entity (such as a charity or other organization), an estate, or a trust as the account's beneficiary.

Tell us about the person who passed away

Please provide us details for the deceased member. We will limit account access.

Date of Birth (Optional)
Date of death
SSN (or) Member ID

Certain states require additional documentation when transferring inherited assests.

If you have a death certificate, please attach it

For a quicker account transition process, we recommend uploading a legible copy or photo of the death certificate if you have one.

File name

File size