How Do I Manage Someone Else’s Account? - Death Notification

If you've recently experienced the death of your spouse, partner or family member, please accept our condolences. Here is some helpful info you'll need to manage their account(s).

Notify us as soon as you can

Information that you'll need when you notify us of a death:

Participant info:

  • Full name
  • Social Security number or account number
  • Date of birth
  • Date of death
  • Former employer of deceased

Your info:

  • Full name
  • Phone number, including area code
  • Address
  • Your relationship to the deceased
  • The deceased's address
  • Contact information for potential beneficiaries and other relatives

In addition, you’ll need to submit a certified copy of the death certificate.

Then, contact us:

By phone or by letter

Nationwide® Retirement Solutions
205 W. Randolph St., Ste. 1540
Chicago, IL 60606
Phone: (855) 457-2489

What happens next

We'll contact you as soon as we receive the official death notification. Then, we'll make arrangements to transfer the funds from the participant’s account to an account in the name of the beneficiary(ies). Once this is completed, each beneficiary may take distributions from the account as desired or as required by Plan rules.

Get the help you need

Contact us if you have further questions – we're here to help!

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