What Happens to Your EQ Shareowner Services Account When You Die
Quick Facts
Phone
1-800-401-1957
What
Employee stock plan agent
Process
Estate claim for shares
Step-by-Step Guide
Identify EQ Shareowner accounts
EQ (formerly Wells Fargo Shareowner Services) administers employee stock plans and direct stock holdings for many companies. Check pay stubs or HR records for stock plan details.
Estimated time: 30 min
Contact EQ estate services: 1-800-401-1957
Request estate transfer forms. You will need death certificate, letters testamentary, and possibly a Medallion Signature Guarantee.
Submit estate claim and transfer shares
Complete the forms and return to EQ. Shares can be transferred to an heir brokerage account or sold. Processing takes 4-6 weeks.
Estimated time: 4-6 weeks
Document Now Checklist
- Account number
- Companies held through EQ
- Share counts and current values
- Stock plan type (ESPP, RSU, etc.)
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with EQ Shareowner Services. This guide is for informational purposes only and does not constitute legal advice.
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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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