Bereavement Support
BankFund is here to help you navigate through the steps of this process
We extend our deepest condolences during this time and are here to make the process of settling
BankFund accounts as simple as possible.
To get started, please fill out the form below. We respond to each form in the order it is received,
typically within two business days, and will provide detailed information on the next steps and documents
needed.
For account-specific inquiries or urgent assistance, please use our Live
Chat (“Let’s talk!” button), send a Secure Message within Digital Banking, or call us at
202-212-6400.
This Bereavement Support Guide is designed to be an informational resource as you
reconcile the member’s financial affairs.
BankFund does not provide tax, legal, or investment
advice.
Personal Representatives
A personal representative, also referred to as an executor or administrator, is appointed by the probate
court to serve within the jurisdiction where the decedent resided.
If the decedent was domiciled outside of the District of Columbia at the time of death, the appointed
personal representative must submit the necessary documents to initiate a foreign estate proceeding in the
District of Columbia. Only after this process is completed will they have the authority to collect and
distribute any assets located within the District.
For further information regarding the probate requirements in the District of Columbia, please visit the DC Courts website linked below for your convenience:
Guidance on probate matters, including foreign estate proceedings, should be sought from competent counsel. BankFund does not provide tax, legal, or investment advice.