What Happens to Your Computershare Account When You Die
Quick Facts
Phone
1-800-522-6645
What
Holds stock registrations
Process
Estate claim for shares
Step-by-Step Guide
Locate account statements or letters from Computershare
Search mail, email, and files for Computershare statements. They hold shares for companies like Disney, Coca-Cola, ExxonMobil, and many others. Shares may have been held for decades.
Estimated time: 30 min
Call Computershare estate services: 1-800-522-6645
Request the estate transfer package. You will need death certificate, letters testamentary, and a Medallion Signature Guarantee from a bank.
Submit estate claim documents
Complete the transfer request forms. Shares can be transferred to heir accounts or sold. Processing takes 4-8 weeks.
Estimated time: 4-8 weeks
Check for dividend reinvestment plans (DRIPs)
Many Computershare accounts have automatic dividend reinvestment. The share count may be higher than expected due to years of reinvested dividends.
Document Now Checklist
- Account number
- Companies held
- Share counts and values
- Executor note about estate claim process
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Computershare. This guide is for informational purposes only and does not constitute legal advice.
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PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
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Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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