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7th January 2017, 01:57 PM
Super Moderator
 
Join Date: Mar 2013
Re: Bank Of America Enterprise Estate Unit

The bank of America has a Enterprise Estate Unit. The bank of America is understand this is an emotionally stressful time, and that navigating through a loved one's financial affairs can be challenging.

Bank having hope this information related to its role in this process will be helpful.

Documents are needed:

Small Estate Affidavit layer
Death Certificate layer
Letters Testamentary or Letters of Administration layer
These are forms the bank may provide and ask you to have completed.
Change of Address Form layer
Letter of Authorization to Distribute Assets layer
Beneficiary Letter of Instruction

Toll free number:
888.689.4466
Mon-Fri 8 a.m.-9 p.m. ET
Sat 9 a.m.-5 p.m. ET

Mail documents to:

Bank of America
Estate Unit
PO Box 31655
Tampa, FL 33631-1655

Some other Agencies customers need to contact:

Social Security Administration layer
800.772.1213

U.S. Department of Veterans Affairs layer
800.827.1000

National Cemetery Administration layer
800.827.1000

Defense Finance and Accounting Service (DFAS) layer
888.332.7411

Office of Personnel Management layer
202.606.1800


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