Losing a loved one is extremely difficult, but we are here to help.

Follow these steps to begin the transfer of ownership to the designated survivor:
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1
Gather information
You will need to provide some basic information about the account owner and a copy of their death certificate. A copy of a government issued ID, Social Security Card or other personal documents may be requested for the designated survivor.
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2
Complete the appropriate paperwork
In most cases, you will need to submit the Transfer Account Upon the Death of an Account Owner form. If the account was set up as a Trust, you will need to submit the Report Death of a Trustee form.
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3
Notify Virginia529
When you’re ready, let us know. Our dedicated team of associates are ready to help you.