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Top Question:
What if the owner or beneficiary on my Arvest Wealth Management account is deceased?
Best Answer:

In the event of the death of an owner or beneficiary on an Arvest Wealth Management account, please contact us as soon as possible.

Investments & IMG Accounts
In the event of a death, making ownership changes to an account requires a copy of the death certificate.  Please contact your Investment Advisor to discuss ownership change options.   To change a beneficiary for Investments, or IMG accounts, a signed beneficiary change form is required.  Please contact your Investment Advisor to receive a form and for further information.

Trust Accounts
There are a variety of different accounts that have different requirements.  Please contact your Trust Advisor.  In the event of a death, making ownership changes to an account requires a copy of the death certificate. 

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