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If you placed a claim on property that is in the name of a deceased person, you will be requested to provide specific documentation that proves your identity and/or that you have the legal capacity to complete a claim on behalf of the decedent. The documentation listed below are examples of the types that may be requested. Please do not provide the UPA with any documentation unless it is request by the UPA through formal correspondence (claim packet).

Types of Documentation Requested (click to expand and close)

Probate Documents
Official Identification
Administrator/Executor SSN
Deceased SSN/FEIN
Proof of Reported Address
Death Certificate
Original Stock Certificate/Statement
Indemnity Bond
Bearer Bonds and Coupons
Stock Liquidation
Stock Sale/Re-Registration
Original Document
Gift Card
Multiple Owners
Transfer and Assignment of Interest
Court Order
Turnover Order
Deceased Claim with Multiple Owners
Divorce Decree
Personal Claim l Decedent Claim l Claim on Behalf of Someone Else l Corporate Claim

Last Updated: Monday, 06/09/14


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