Article Summary
This article explains how to claim a River account as a beneficiary or executor after the account holder's death, including required documents.
We are sorry for your loss. During this difficult time, we are committed to helping beneficiaries access a loved one's River account as smoothly as possible.
If you are the listed beneficiary or executor of a deceased person's River account, our team is here to help you through the claims process. To get started, please contact us at support@river.com with the subject line "Beneficiary Claim."
The documents required to process your claim depend on whether the account holder had a beneficiary plan in place.
If a beneficiary plan is in place, River will distribute funds only to the individual named as the beneficiary. You will need to provide:
- A copy of the death certificate
- A government-issued photo ID confirming you are the listed beneficiary
If no beneficiary plan is in place, River will distribute funds only to the executor of the estate. You will need to provide:
- A copy of the death certificate
- A Letter of Testamentary (also called a Letter of Administration or Short Certificate) naming you as the executor of the estate
- A government-issued photo ID
Please attach these documents to your initial email. For security reasons, River is unable to confirm or deny the existence of an account until the required documentation has been reviewed.
Once we have received and verified your documents, our team will coordinate the transfer of funds. If you do not already have a River account, you will need to create one in order to receive the assets. Our support team will guide you through each step and keep you updated along the way.
If you have any questions, you can contact Client Services at support@river.com.
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