When you need to settle an estate, we're here to help.

Offering assistance at every step.

Whether you’re a beneficiary, executor of an estate, or need to transfer account ownership, we’ll guide you through and help make the process as easy as possible.

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

Print checklist
Documents we'll need for death of a single account owner without Payable-on-Death or In Trust For :

Copy of the death certificate

Executorship documentation or state-specific Small Estate Affidavit

A copy of the beneficiary’s driver’s license or other valid form of ID

Letter of instruction

Completed Estate Account Application (PDF) if necessary

Print checklist
Documents we'll need:

Copy of the death certificate

Letter of instruction

Completed Estate Account Application (PDF) if necessary

Print checklist
Documents we'll need:

Copy of the death certificate

Trust documents

A copy of the successor Trustee's driver’s license or other valid form of ID

Print checklist
Documents we'll need for death of an IRA account owner with Individual or Trust beneficiary:

Copy of the death certificate

A copy of the beneficiary’s driver’s license or other valid form of ID

When you inherit IRA funds, distribution options are based on the beneficiary type. We recommend you speak with a tax professional to determine which option is right for you. View Individual and Trust Beneficiary Options

Print checklist
Documents we'll need for death of an IRA account owner with estate beneficiary:

Copy of the death certificate

Executorship documentation

A copy of the executor's driver’s license or other valid form of ID

Completed Beneficiary Request for Distribution form (PDF)

Completed State Withholding Election form (PDF) if necessary

When you inherit IRA funds, distribution options are based on the beneficiary type. We recommend you speak with a tax professional to determine which option is right for you. View Estate Beneficiary Options

Print checklist
Documents we'll need for death of an IRA account owner with charity beneficiary :

Copy of the death certificate

Copy of corporate resolution

Tax ID number

Completed Beneficiary Request for Distribution form (PDF)

Print checklist

Don't see what you're looking for?

Send us your documents

Documents can be sent digitally, or by mail. If further steps are necessary, a customer care representative will contact you within 10 days of receiving your documents.

Digital:

Ally customers can send digital versions of their documents to us via secure message by logging in, selecting Profile & Settings, then Secure Messages, then Send a New Secure Message. Non-Ally customers can call customer care at 1-877-247-2559 to receive a secure link for uploading documents.

Mail:

Ally Bank
P.O. Box 951
Horsham, PA 19044

Need additional assistance? Give us a call.

If you have outstanding questions or need additional account information, we can provide it after receiving your documents. Call us at 1-877-247-2559 . We’ll be glad to help.

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.

When you need to settle an estate, we're here to help.

Offering assistance at every step.

Gather your documents

Documents we'll need:

Documents we'll need for death of a single account owner without Payable-on-Death or In Trust For :

Documents we'll need:

Documents we'll need:

Documents we'll need for death of an IRA account owner with Individual or Trust beneficiary:

Documents we'll need for death of an IRA account owner with estate beneficiary:

Documents we'll need for death of an IRA account owner with charity beneficiary :

Send us your documents

Digital:

Mail:

Need additional assistance? Give us a call.

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