Benefits Checklist in the Event of Death - ScholarShare College Savings Plan
Upon the death of an employee participating in ScholarShare College Savings Plan, there is a specific process to complete:
- If there is a Successor Participant on file, that person may continue the account and would need to provide a death certificate and a letter indicating their wishes.
- If there is no Successor Participant on file, the account becomes part of the decedent's estate.
- If there is a probate action, the account may be subject to that process.
Online Resources
Who Do I Contact?
The employee's personnel office. ScholarShare can also be contacted directly at 1-800-544-5248
