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Benefits Checklist - ScholarShare

Benefits Checklist in the Event of Death - ScholarShare College Savings Plan


Important Facts

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
  Updated: 4/23/2014
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