Estate Transfer Services

When you are dealing with the death of a family member or friend, you may be faced with many important and sometimes overwhelming financial and legal decisions. At American Century Investments®, we're here to help.

Our Specialized Services

We understand that this is a difficult time for you, so we provide a team of specialists who focus solely on estate transfers. We offer:

  • One-on-One Service: An Estate Transfer Consultant will be assigned to your account. They will work with you to transfer the accounts and be your contact throughout the entire process.
  • Detailed Assistance: After discussing your specific situation, you will be provided a customized packet of information that includes any forms or applications relevant to the account types. Your Estate Transfer Consultant will help you complete the forms and assist you with any questions you may have.
  • Personal Goal Setting: We offer complimentary Guidance and Planning to help you plan, invest and manage your entire portfolio.

We recommend that you talk with your tax advisor to determine distribution options that are best for your circumstances and the tax consequences of your decision.

Have Questions?

Contact an Estate Transfer Consultant at 1-800-422-3301.

Sample of Required Documents

Depending on the type of accounts you're settling, your Estate Transfer Consultant may ask you for some of the following documents.

  • Certified copy of the death certificate
  • Trust documents identifying who is authorized to act on behalf of a trust
  • Certified copy of an appointment of personal representative of the estate
  • New account applications
  • Written instructions

Contact an Estate Transfer Consultant at 1-800-422-3301

Documents You May Need

Note for non-retirement accounts: We will default to the date of death valuation when stepping up cost basis for any shares held by the decedent that are transferred due to death. If an alternate valuation date that meets IRS Regulations is required, please contact us or inform us in writing. Any shares acquired after the date of death will retain their original cost basis when transferred, unless they were acquired prior to the alternate valuation date.
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Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

"Because of your kind words and patience, I will be an investor with American Century Investments in the future."

- Family member of an investor