Account Settlement

We’re Here to Help

At CommunityAmerica, we realize that each and every member relationship is unique, which means there is no one-size fits all approach for taking care of our members and their surviving loved ones. We understand this can be a stressful and emotional time, so you can rely on us to help make handling your loved one’s financial affairs as simple as possible.

Please give us a call at 800.892.7957 or visit a local branch to begin the account settlement process.

What to Expect:

One of our teammates will gather the information listed below and forward it to an Estate Representative. The Estate Representative will review account type(s), account ownership and any applicable beneficiary designations. You will then be contacted as soon as the review is complete; this could take several days. Please inform the teammate you speak with of any special circumstances or timing issues we should be aware of.

• Name of the decedent (person who passed away)
• Date of death
• Decedent's address at time of death
• Name and contact information of the person reporting the death (informant)

Please note: In some instances, an administrative freeze may be placed on accounts to protect assets. Government benefit payments deposited in the month of death or after may be returned, if required.

Documentation That May Be Requested:

• Death Certificate*
• Informant's valid driver’s license, state ID or passport
• Probate documentation, if applicable
• Other documents may be deemed necessary based on account review

* Due to the pandemic, death certificates may be delayed. We are unable to settle any account until an official death certificate is provided.

To discuss loan repayment alternatives, contact us at 800.892.7957 and request to speak with an Account Resolution Counselor.

To discuss an outstanding mortgage loan, contact TruHome Mortgage Servicing at 913.214.3345.  

CommunityAmerica does not offer tax or legal advice. Please consult with an attorney or tax professional.