Bank of America does not have one general fax number. It publishes fax lines by department: 866-694-9046 for estate documents after a customer dies, 866.200.5596 for mortgage successor in interest and title change requests, and 866.580.9307 for mortgage assistance applications. All three appear on bankofamerica.com or a Bank of America form. For card disputes, the bank does not publish a fax number, so dispute online or follow your claim letter.

This guide lists the numbers we verified, explains when your letter overrides them, and covers what Bank of America asks for on each page.

  • Estate documents: 866-694-9046
  • Mortgage successor in interest: 866.200.5596
  • Mortgage assistance application: 866.580.9307

Table of Contents

Verified Bank of America fax numbers

Every number below is published on a bankofamerica.com page or a Bank of America form hosted on its domain. Verified November 2026.

What you are sending Fax number Source
Estate documents for a deceased customer's accounts 866-694-9046 Bank of America Estate Services
Mortgage: successor in interest request, or request to transfer title (Name and Title Change Unit) 866.200.5596 Successor in Interest guide (PDF)
Mortgage Assistance Application and required documents 866.580.9307 Mortgage Assistance Application (PDF)

Notes:

  • Estate services: the bank lists four ways to send documents: upload through Online Banking (existing customers) or the Third-Party Case Manager, fax, bring them to a financial center, or mail them to Bank of America, Estate Servicing Operations, PO Box 31655, Tampa, FL 33631-1655. It encourages the online upload for documents with personal information. The phone line is 888-689-4466, weekdays 9 a.m. to 8 p.m. ET.
  • Successor in interest: the guide asks for the full account number on every document, says the bank cannot return originals, and accepts a photocopy or legible fax of a certified death certificate. Questions go to 800.669.6607.
  • Mortgage assistance: the application can also be mailed to HRM Home Retention in Denver or submitted online at bankofamerica.com/homeloanhelp. The application uses the September 2017 version of the standard Form 710, so if a letter from your loan servicing team gives a different number, use that one.

The number on your letter wins

Bank of America routes documents by team and by case. If the bank has written to you about an estate case, a mortgage review, or a claim, the instructions in that letter go to the people holding your file. Use them over any general number.

And verify any number that reaches you by phone, text, or email. Fraudsters pretend to be bank staff and ask for IDs, statements, and death certificates by fax. Check the number on bankofamerica.com or call the number on your statement before you send anything.

Disputes and fraud

We did not find a fax number for card or account disputes on bankofamerica.com. Dispute packets carry card numbers and transaction details, so do not send them to numbers from fax directories.

Instead, start the dispute in Online Banking or the mobile app, follow any letter the bank sends about the claim, or call the number on the back of your card and ask where supporting documents should go. For general guidance on disputes and cover sheets, see our guide to faxing a bank.

How to fax Bank of America, step by step

  1. Choose the right line from the table, or the one on your letter.
  2. Put your account or loan number on every page. The successor in interest team asks for the full account number.
  3. Use copies. The bank cannot return originals, so fax legible photocopies.
  4. Scan in black and white, straight and at normal contrast. Death certificates and court documents often have seals and small print.
  5. Send the complete package in one fax, with the form or a cover sheet first.
  6. Keep the confirmation and a copy of what you sent.

You can send a fax online for $2.99, with no subscription and no account. That is useful for estate paperwork, where you may need to fax a few documents once and never again.

Mistakes that delay your request

  • Sending estate documents to the mortgage team, or the reverse. Estate Servicing Operations and the Name and Title Change Unit are different teams.
  • Missing account numbers. A death certificate with no account reference is hard to attach to the right relationship.
  • Unreadable copies. A faxed photo of a certificate taken at an angle may be rejected.
  • Incomplete mortgage assistance packages. The bank acknowledges receipt within five business days and tells you if anything is missing, but a complete package avoids a second round.
  • Unverified numbers. Use bankofamerica.com, your letter, or your statement.

Faxing Bank of America comes down to the right team's number, your account number on every page, and a confirmation you keep.

Fax your Bank of America documents now →

Frequently asked questions

What is the Bank of America estate services fax number?

Bank of America's estate services page lists 866-694-9046 for estate documents. You can also upload through Online Banking or the Third-Party Case Manager, bring documents to a financial center, or mail them to Estate Servicing Operations in Tampa.

Where do I fax a Bank of America successor in interest request?

Bank of America's successor in interest guide says to fax the request and documents to its Name and Title Change Unit at 866.200.5596, with the full account number on every document.

What is the Bank of America mortgage assistance fax number?

The Bank of America Mortgage Assistance Application on homeloanhelp.bankofamerica.com lists fax 866.580.9307. The bank says it will contact you within five business days to acknowledge receipt.

Can I fax a credit card dispute to Bank of America?

We did not find a dispute fax number published on bankofamerica.com. Dispute online or in the app, follow the instructions in any letter about your claim, or call the number on the back of your card.

Can I fax a death certificate to Bank of America?

For mortgage successor in interest requests, yes: the bank's guide says you can mail a photocopy or send a legible fax of the certified death certificate. For estate services, fax is one of the listed ways to send documents.

Sources