How Navy Federal Can Help

Please notify us as soon as possible after a Navy Federal member dies. You will be assigned a case specialist who will analyze the deceased member’s accounts and:

• Determine necessary account adjustments, including helping with closing accounts as quickly as possible
• Initiate payment protection insurance claims
• Determine entitlement of funds
• Verify authenticity of required legal documents
• provide personalized assistance, including help with setting up an Estate Account for managing estate assets
• Provide professional investment guidance concerning accounts or assets (through our subsidiary, Navy Federal Investment Insurance Services).

Once settlement of the deceased member’s accounts is complete, we will provide the survivor and/or administrator with a summary of all actions taken. We’ll also explain membership eligibility options available to the deceased’s family.