How to Claim an ITF Savings Account as the Beneficiary

Step 1

Go to the bank where the ITF account is held. Ask to speak with an account representative about claiming money left in an ITF account.

Step 2

Provide the representative with the bank savings account number found on the statement, your identification as well as the death certificate of the trustee named on the account.

Step 3

Complete all paperwork required by the bank to get the money. You can open a non-ITF account at the bank or take cash or a cashier's check to deposit the money in another institution.