In the case of a client's death, we request the Administrator/ Successor of the deceased’s estate to reach our customer care team by following this link.
We shall request to provide us with a certified copy of the death certificate. Additional documentation may be requested, depending on the specific case.
Then, we will perform the necessary review of the provided details and once approved, we will submit a closure for all currently open positions. Afterwards, the account will be deactivated, and the funds will be sent to the Administrator/Successor.