Please fill out and sign the attached questionnaire and send a copy of the completed form to email@example.com, and one of our agents will be in touch with you regarding additional steps.
If a COMC account holder passes away, who retains control over the account?
This will depend on the deceased account holder’s estate plan and the size of the estate. Typically, the executor of a deceased account holder’s estate or the trustee of the deceased account holders trust will have the authority to close the account and distribute the assets to the beneficiaries. We will work with the executor or trustee to do our part to get the account and inventory to its rightful new owner.