family Loss Notify us of a Death
Losing a loved one. Notifying financial institutions after someone has died can be stressful. We understand, so we made it easy to let us know a CF Securities client has passed away.
What to expect. Here are the basic steps to notify us of a death and begin the inheritance process.
1. FIRST THINGS FIRST. NOTIFY US OF A DEATH
Notify ourselves (and anywhere else where the person had an account) as soon as he can. We will ensure your CF Securities accounts and prepare to work with heritage. All you need is your name and identification number, whether social security, passport or driver's license.
2. DEATH CERTIFICATE VERIFICATION
You can also upload the death certificate now if you have it. Once we verify the certificate—typically within 5 business days—the inheritance process begins. We'll reach out to the inheritors and estate professionals associated with the account, as appropriate, to move forward.
3. ASSET TRANSFER
The time it will take depends on the circumstances and how quickly inheritors complete the paperwork. Most transfers are completed in a few weeks.
You can call usCF Securities Services 305-203-7129Monday–Friday, 9.00 a.m. - 4.30 p.m. ET
But this is fasterIt usually takes just a few minutes.
But this is fasterIt usually takes just a few minutes.