[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-280657-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-280657-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","deceased-letter-of-instruction-american-express-national-bank","Deceased Letter of Instruction - American Express National Bank","","Deceased Letter of Instruction form for American Express National Bank Member FDIC to guide the liquidation of a deceased customer’s American Express Savings account and to request additional details needed to process the request. The form collects deceased and requester information, required instructions for closing the account and issuing checks to authorized parties, and clarifies limitations on ACH or wire transfers. For revocable living trust retitling, it includes an affidavit section and requires submission of supporting documents via fax or mail.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/deceased-letter-of-instruction-american-express-national-bank/280657/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/deceased-letter-of-instruction-american-express-national-bank/280657.png","ImageObject",442,249,{"name":42,"@type":43},"Aria","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-27","2026-09-16",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",14,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is the purpose of the Deceased Letter of Instruction form?","Question",{"text":63,"@type":64},"It provides instructions for liquidating a deceased customer’s American Express Savings account and supplying any additional information needed to process the request.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How are funds handled if the requester wants the account closed?",{"text":68,"@type":64},"The bank cannot transfer funds via ACH or wire to an external account. The form instructs the bank to close the account and issue a check payable to authorized party(ies) such as the estate, payable on death beneficiary(ies), affiant, trust/successor trustee, or surviving joint account owner.",{"name":70,"@type":61,"acceptedAnswer":71},"What additional step is required for accounts retitled as a Revocable Living Trust?",{"text":72,"@type":64},"A trust affidavit is completed in Section D to remove the deceased customer as an additional trustee and to confirm the trust remains in force and is not irrevocable at the specified time. Supporting documents should be attached before submission.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},280657,1790424245,{"code":4,"msg":82,"data":83},"success",[84,89,94,98,103,108,113,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},2336464648322,"https://ap-avatar.wpscdn.com/avatar/2200025388227c56fec?_k=1778556882303663488","Deceased Letter of Instruction  \nAMERICAN EXPRESS NATIONAL BANK, MEMBER FDIC  \nWHAT YOU NEED TO KNOW  \nThis form is intended for you to provide necessary instruction on liquidating and obtaining additional information on a deceased customer's American Express Savings account. Feel free to attach additional information as necessary.  \nIf this is a joint account the signature of the surviving account owner will be required below under Section C: Requested Instruction.  \nHave questions?  \nCall us 24/7 at 1-800-446-6307  \nSECTION A: DECEASED ACCOUNT OWNER(S) INFORMATION  \nDeceased Customer's Name  \nDeceased Customer's Account Number  \nDeceased Customer's Social Security Number  \nDeceased Customer's Street Address  \nCity State Zip/Postal Code  \nSECTION B: YOUR INFORMATION  \nIf any additional information or documents are required to process your request, we may contact you at the phone number or address you provide below. The address provided will be used to send an official check, unless otherwise specified in Section C: Requested Instruction.  \nDaytime Phone Number  \n-  \nStreet Address  \nCity State Zip/Postal Code  \nRelationship to Deceased Customer(s):  Executor/Administrator of Estate  \n Designated Payable On Death Beneficiary  Surviving Account Owner  \n Other authorized person (small estate affiant, successor trustee, etc.):  \nRelationship  \nCONTINUED  \nPAGE 2 OF 3 DECEASED LETTER OF INSTRUCTION  \nSECTION C: REQUESTED INSTRUCTION  \nNOTE: we are unable to transfer any funds via ACH or wire to an external account.  \n Close account and issue check payable to authorized party(ies) . As applicable, we may issue a check payable to:  \n• Estate of the Deceased Customer  \n• Payable on Death Beneficiary(ies)  \n• Affiant named in Small Estate Affidavit  \n• Trust or successor trustee under valid Certificate/Declaration of Trust  \n• Surviving joint account owner  \nRemove the Deceased Customer's name from the account (only applicable for surviving account owner)* Internal Transfer to your American Express Savings account†  \nAENB Account Number  \n Request other account details (specify below)  \nAdditional Information/Request  \n* A New Account Form may be required to process this request. If the account has been re-titled as a Revocable Living Trust, please review and complete Section D: Affidavit of Re-titled Trust Account.  \n† An internal transfer is not an option for funds to be paid to an Estate or Trust.  \nPlease attach all relevant documents.  \nYour Signature (ink only) Date  \nSignature of Surviving Account Owner (ink only) Date  \nCONTINUED  \nPAGE 3 OF 3 DECEASED LETTER OF INSTRUCTION  \nSECTION D: AFFIDAVIT OF RE-TITLED TRUST ACCOUNT  \nFor a joint account that has been re-titled as a Revocable Living Trust account, where the surviving account owner named in American Express National Bank’s records as an authorized trustee* is requesting that the deceased account owner named in the Bank’s records as an additional trustee authorized to perform account-related transactions on behalf of the trust be removed  \nfrom the Bank’s records as such a trustee. I,  \n, attest to American Express National Bank  \nthat upon the death of  \nDeceased Customer's Full Name  \n, the trust remains in force and has not become irrevocable as of  \n, and trust income will be reported to the Internal Revenue Service using the Social Security  \nDate  \nYour Name  \nFor more information about an account re-titled as a Revocable Living Trust, [please visit](please visit go.amex/savingstrust)[ ](please visit go.amex/savingstrust)[go.amex/savingstrust](please visit go.amex/savingstrust).  \nSignature of Surviving Account Owner (ink only) Date  \n*Authorized trustee: a surviving account owner who is authorized to individually perform account-related transactions on behalf of the trust.  \nWHAT TO DO NEXT  \nPLEASE SUBMIT COMPLETED FORM VIA FAX OR MAIL TO:  \nFax: 1-800-542-0779  \nMail: American Express National Bank, PO Box 30384, Salt Lake City, UT 84130","cbCais7jebpe71Vs","https://ap.wps.com/l/cbCais7jebpe71Vs","pdf",387225,"English","# SECTION A: Deceased Account Owner(s) Information\n# SECTION B: Your Information\n# SECTION C: Requested Instruction\n# SECTION D: Affidavit of Re-titled Trust Account\n# What to Do Next","[{\"question\":\"What is the purpose of the Deceased Letter of Instruction form?\",\"answer\":\"It provides instructions for liquidating a deceased customer’s American Express Savings account and supplying any additional information needed to process the request.\"},{\"question\":\"How are funds handled if the requester wants the account closed?\",\"answer\":\"The bank cannot transfer funds via ACH or wire to an external account. The form instructs the bank to close the account and issue a check payable to authorized party(ies) such as the estate, payable on death beneficiary(ies), affiant, trust/successor trustee, or surviving joint account owner.\"},{\"question\":\"What additional step is required for accounts retitled as a Revocable Living Trust?\",\"answer\":\"A trust affidavit is completed in Section D to remove the deceased customer as an additional trustee and to confirm the trust remains in force and is not irrevocable at the specified time. Supporting documents should be attached before submission.\"}]","Deceased Letter of Instruction - American Express National Bank | PDF",1789553713]