What happens when a deposit account owner is deceased?

Please provide us with the following documents

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

In California, you can find information on requesting a death certificate by visiting the California Department of Health’s website at: https://www.cdph.ca.gov

We must receive an original or certified copy of a death certificate.  Please note that a photocopy is not a certified copy.

Executor or Administrator Documents

Executor or administrator documents are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

In California, you can get Letters Testamentary or Letters of Administration by contacting the appropriate probate court, typically in the county where the account owner resided.  This form must be an original or a certified copy. Until we have received this document, we cannot release any information regarding the account owner’s account.

Simplified Probate Process

As an alternative, you could qualify for a simplified probate process and fill out a small estate Affidavit if the value of the account owner’s estate is less than a certain amount or other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent

Please provide us with the following documents:

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

In Florida, you can find information on requesting a death certificate by visiting the Florida Department of Health’s website at www.floridahealth.gov

We must receive an original or certified copy of a death certificate.  Please note that a photocopy is not a certified copy.

Executor or Administrator Documents

Executor or administrator documents are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

In Florida, you can get a Letters of Administration or Letters of Curatorship by contacting the appropriate probate court, typically in the county where the account owner resided.  This form must be an original or a certified copy.  Until we have received this document, we cannot release any information regarding the account owner’s account.

Simplified Probate Process

As an alternative, you could qualify for a simplified probate process known as “Summary Administration” if the value of the account owner’s estate is less than a certain amount or other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent

Please provide us with the following documents:

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

In New Jersey, you can find information on requesting a death certificate by visiting: https://www/state/nj/us/health/vital/

We must receive an original or certified copy of a death certificate.  Please note that a photocopy is not a certified copy.

Executor or Administrator Documents

Executor or administrator documents are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

In New Jersey you can get an Administrative Certificate, Executor Certificate, or Testamentary Certificate by contacting the appropriate probate court, typically in the county where the account owner resided.  This form must be an original or a certified copy.  Until we have received this document, we cannot release any information regarding the account owner’s account.

Simplified Probate Process

As an alternative, you could qualify for a simplified probate process and fill out a small estate Affidavit if the value of the account owner’s estate is less than a certain amount or other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Form L-8

This form is required only if the Deceased Depositor was a New Jersey resident. Form L-8 is a tax document issued by the State of New Jersey. We are required to obtain this document to comply with New Jersey’s inheritance laws.

Until Goldman Sachs Bank USA receives this form, any Joint Owners, Beneficiaries, or Estates are only entitled to, and may only receive up to, 50% of the funds in the account.

This form must be notarized and we can only accept an original. We cannot accept a photocopy even if the photocopy has been notarized.

Download this form on the New Jersey Division of Taxation’s website.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent

Please provide us with the following documents:

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

In New York, you can find information on requesting a death certificate by visiting:

https://www.health.ny.gov

We must receive an original or certified copy of a death certificate.  Please note that a photocopy is not a certified copy.

Executor or Administrator Documents

Executor or administrator documents are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

In New York, you can get Letters Testamentary (including ancillary and preliminary) or Letters of Administration by contacting the appropriate probate court, typically in the county where the account owner resided.  This form must be an original or a certified copy.  Until we have received this document, we cannot release any information regarding the account owner’s account.

Simplified Probate Process

As an alternative, you could qualify for a simplified probate process known as “Voluntary Administration” if the value of the account owner’s estate is less than a certain amount or other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent

Please provide us with the following documents:

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

In Texas you can find information on requesting a death certificate by visiting

https://dshs.texas.gov

We must receive an original or certified copy of a death certificate.  Please note that a photocopy is not a certified copy.

Executor or Administrator Documents

Executor or administrator documents are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

In Texas, you can get Letters Testamentary (including ancillary) or Letters of Administration (including temporary) by contacting the appropriate probate court, typically in the county where the account owner resided.  This form must be an original or a certified copy. Until we have received this document, we cannot release any information regarding the account owner’s account.

Simplified Probate Process

As an alternative, you could qualify for a simplified probate process and fill out a small estate Affidavit if the value of the account owner’s estate is less than a certain amount or other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent

Please provide us with the following documents:

Death Certificate

A Death Certificate is required as proof of death and to establish the Deceased Depositor’s date of death.

We must receive an original or a certified copy of the Death Certificate. A certified copy is a true copy of the Death Certificate endorsed by the original Death Certificate issuer.

A photocopy is not a certified copy. We cannot accept a photocopy even if the photocopy has been notarized.

Executor or Administrator Documents

Executor or administrator documents, such as letters of administration or letters of testamentary, are issued by a probate court and establish that an individual has been appointed as personal representative over another’s estate. Any executor documents you provide must be original or certified copies.

Simplified Probate Process

As an alternative, depending on the relevant state, you could qualify for a simplified probate process known as “summary administration” or fill out a small estate Affidavit if the value of the account owner’s estate is less than a certain amount and other requirements are satisfied.

If you think this situation may apply to you, we recommend you speak with a probate attorney or contact the appropriate probate court for further information.

Letter of Intent

Please download and complete the form below or send us a letter outlining how you would like us to handle the account. Please be sure to include your phone number and mailing address so we can contact you if any issues arise.

This letter of intent can be handwritten or typed.

Download Letter of Intent