Losing a Loved One: Handling a Silo Account After a Death
Introduction
Dealing with the loss of someone close is already difficult. Handling their investment account shouldn’t add complexity. At Silo, we aim to make the process of closing an account after a loved one’s passing as straightforward and respectful as possible.
This guide outlines the information you’ll need and the steps to take when you’re acting on someone’s behalf.
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1. Contact Us and Provide Your Details
To initiate the process, reach out to Silo support with:
- Your full name, your relationship to the deceased, and your contact information (including your preferred contact time between 9 a.m.–6 p.m. ET).
- A clear copy or photo (front and back) of your unexpired government-issued ID (driver’s license or other acceptable ID).
Once you’ve contacted us, we’ll alert our custodian and move things forward.
2. Provide Deceased Account Information
When contacting us, include the following details about the account owner:
- Their full legal name.
- Date of birth.
- Any email address(es) registered with their Silo account.
After this, we will request a color photo of their death certificate. Make sure all four corners of the certificate are visible, and if there is an official seal, it must be clearly shown in the image (we do not accept scanned copies).
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3. What Happens Next
- After you submit the required documents, Silo will coordinate with its custodian to close the account.
- You’ll receive follow-up communication from our support team to guide you through any remaining steps.
- If there are assets in the account, additional instructions on how to manage or transfer them will follow based on the account terms.
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Conclusion
While you navigate a difficult time, the goal at Silo is to keep the process of closing an account as clear and simple as possible. Provide the required information, send the death certificate photo when requested, and we’ll help guide you every step of the way.
