What Happens to Your First Command Financial Account When You Die
Quick Facts
Accounts
Investment and insurance
Advisor
Contact assigned advisor
Contact
1-800-443-2104
Step-by-Step Guide
Contact First Command advisor
Call First Command at 1-800-443-2104 or contact the assigned financial advisor to report the death and begin estate claims for all investment and insurance accounts.
Review all financial products
First Command may manage investments, life insurance, and financial plans. Review beneficiary designations on each account.
Document Now Checklist
- Advisor name and contact
- All First Command account numbers
- Life insurance policies and beneficiaries
Save this to your vault
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with First Command Financial. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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