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Handling a deceased loved one’s accounts

The burden of settling a loved one’s accounts and loans isn’t yours alone to bear. Transfer some of the weight to us. Our dedicated team will help you understand and address every aspect of your loved one’s finances.

Shouldering the weight
with you

  • Personable, dedicated team members
  • Experience to ensure your loved one’s accounts are properly settled
  • Free resources available to guide you

When a loved one passes, it is a very difficult and confusing time. Though we are unable to ease the grief your family is experiencing, we will make the process of settling their GECU accounts and loans as smooth and stress-free as possible. Our specialists will work closely with you, sharing details regarding your loved one’s financial situation to ensure options are understood and there are no surprises.

Gather information

Our team will require the death certificate. Other documents or information may be requested depending on the situation, including: 

  • Letters of Testamentary/Letters of Administration
  • Employer ID Number (EIN) for an estate
  • State Identification for the Executor/Administrator
  • Relief from Administration documents 
  • Court appointed documentation


Reach out

Monday-Friday, 8 am – 5 pm 


Learn more

We provide a variety of tools and resources to help simplify this experience for you.


Watch

We have multiple free webinars available throughout the year. Register to attend one from home or watch recordings of past webinars to learn about topics like estate planning and wills.


Read

We publish content to our Money Minutes Blog weekly. There, you’ll find quick reads on topics pertaining to deceased accounts, estate planning, and more. Review our Checklist for What to Do When a Loved One Passes to get started.

You can get an in-depth look at deceased accounts by referring to our digital guide. This document goes through nearly everything you need to know regarding your loved one’s different accounts and loans, including where to start, how to handle joint accounts, and more.

General Electric Credit Union is a full-service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky.

Helpful Resources

Money Minutes Blog

What Happens to a Loved One's Credit File When They Pass Away?

Amidst the grieving process of losing a loved one, there are several practical matters that need attention. One is tying up loose ends involving your loved one’s credit file, which remains after their passing. 

Read more
Checklist for What to Do When a Loved One Passes

The days that follow a loved one’s passing can feel surreal. While you struggle with the emotions the loss brings, there are also legal and personal matters to tend to, such as closing the deceased person's bank account and planning a funeral service.

Read more
How to Leave Behind the Legacy You Want

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know the assets you leave behind will continue to be a source of support for your family, friends, and the causes important to you. To ensure your legacy reaches your heirs as you intend, make the proper arrangements now. There are four basic ways to leave a legacy.

Read more

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