Death Claim Info needed to assist when a client passes away Advisor Casey Short David McEntire Jay Beerley Tony Rizzo Name of Deceased (Decedent)(Required) Date of Birth(Required) MM slash DD slash YYYY Date of Passing(Required) MM slash DD slash YYYY Proper Contact for Death Claim Do we have death certificate?(Required) Yes No, please request. Research the following custodians: TDA with PA TDA with Gradient American Equity Allianz North American AIG Delaware Life Any Additional Custodians to Research Notes/Detailed Additional Steps
