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Banks
Official route and working notes

Chase

A practical starting point for gathering what you need and contacting the right team. Confirm the current account-specific requirements with the institution.

Also known as: JPMorgan Chase, Chase Bank, checking, savings

A gentle note on scope

Paperwake provides administrative guidance, not legal advice. We help you find practical next steps after a death; please confirm requirements with the official institution or a qualified professional when you need legal advice.

Have ready
Documents and details
Gather what you can before you start. The institution will confirm what it accepts.
  • A death certificate; ask whether a certified copy is needed.
  • Account information and the requestor’s contact details.
  • Court-issued or other authority documents if Chase says they apply to this account.
Suggested order
One step at a time
Use this as a working sequence, then follow the institution’s written instructions.
  1. 01Notify Chase using the Estate Services route.
  2. 02Ask which steps apply to the account type and whether the requestor can receive account information.
  3. 03Confirm the accepted death-certificate format and any authority documents.
  4. 04Submit documents through the channel Chase provides and save the case details.
Typical timing
What to expect
Timelines can depend on the product, documents, and circumstances.

Not confirmed; ask the institution for current timing.

Needs human review
Details to confirm
These points are not confirmed by the linked official guidance.
  • Chase says access and documentation depend on account circumstances; confirm which rules apply before sharing sensitive records.
  • Typical processing time is not published in the cited official guidance; confirm timing with the institution.
Review context
Last reviewed
This date tells you when Paperwake most recently checked the guidance below.

September 30, 2026

Requirements can vary by account, location, and circumstance. Confirm the current process with the institution before sending sensitive documents.

What changed
Review notes
A plain-language record of updates to this family-facing guidance, newest first.

  1. September 30, 2026

    Reviewed the linked official US guidance and recorded account-specific details that still need confirmation.

Contact route
Notify Chase through its Estate Services guidance and ask for account-specific next steps.

Start with the official source below and keep a note of any case number or documents the institution requests.

Open official route
Contact channels
Use the official route and ask what applies to the account.

Keep the next steps in one place

Paperwake’s free checklist helps you organize calls, documents, and follow-ups across accounts.

Start the free checklist

Sources for this guidance

Last reviewed September 2026. Confirm current requirements with the institution before sending sensitive documents.