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[Discussion] Chase bank – deceased client procedures

January 03, 2021 at 01:02PM

Hi r/Banking!

I know the general rule of thumb is to contact the bank, but I was hoping to get a little info here just so we're ready when the time comes.

My grandfather passed away last month, and he was on 3 joint accounts with my grandmother. We're currently waiting on his death certs to come in so we can get it on file with the bank, but my grandma was wondering — will she ultimately have to close out the accounts that he was joint on with her and re-open them in just her name, or is Chase able to just take his name off of the accounts after we get the death certs?

Either way we're going to be keeping the joint accounts open until all of his social security/workers comp/etc gets settled up, but I just wanted to make sure we're prepared for when we end up making an appointment at a branch to move forward.

TIA!! 🙂

submitted by /u/arsclev
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