When You Need to Settle an Estate
We're here to help
We understand settling an estate can be complicated, and financial matters are the last thing you want to deal with during difficult times. Whether you're a beneficiary, executor of an estate or need to transfer account ownership, we'll do our best to guide you through next steps and help make the process as easy as possible.
When you're ready, give us a call. We're unable to provide account information until we receive your documents, but it'll help to know more about your specific situation.
Gather your documents
Depending on the circumstances, we'll need some documents from you to get started.
Documents we'll need:
- Copy of the death certificate
- Letter of instruction
- A copy of the beneficiary's driver's license or other valid form of ID
Send us your documents
A customer care associate will review your documents as quickly as possible. You should hear from us within 10 days of receiving them to discuss next steps if necessary.
Mail documents to:
P.O. Box 951
Horsham, PA 19044
Keep in mind, this information is specific to Ally Bank accounts when an owner passes away. Since every situation is different and some requirements vary by state, we recommend you speak to a financial professional or estate attorney.
Our customer care team
is available to help