Estate Support

We're here to help when a loved one passes.

Knowing where to go for assistance when someone close to you has passed can be overwhelming. Our focus is to assist during these challenging times and provide a resolution as soon as possible.  We recommend you begin by reviewing your situation with an associate by phone or in one of our local branches. We also recommend contacting your legal advisor for assistance as needed.

Notify Third Federal:

For identification purposes, we’ll ask you for the deceased customer’s full legal name and their Social Security Number to identify their accounts. We’ll also determine your role with the estate and update your contact information. To notify us, please:

• Visit your local Third Federal branch, or contact Customer Care Service to speak with an associate.

What you will need:

Please note that the types of U.S. court/probate documents required for account updates or changes (for example, closing the account and disbursing or transferring funds) may vary by state, account ownership, and your specific situation.

• Personal information. The deceased's full legal name and Social Security Number.
• Certified Copy of a Death Certificate. This document is typically provided by the funeral home or by a local government agency that registers births, deaths, and marriages.
• Notarized Letter of Instruction
• Proof of your identification, e.g., passport, driver’s license, or a valid state-issued ID card

Additional U.S. court/probate documents we may require:

• Small Estate Affidavit. Typically provided by your legal advisor, this may be used to disburse an account when formal probate isn't required.

• Letters Testamentary or Letters of Administration. Typically provided by your legal advisor, these are issued by the court when formal probate is required.