Letter To Close Deceased Bank Account In Arizona

State:
Multi-State
Control #:
US-0034LTR
Format:
Word; 
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This form is a sample letter in Word format covering the subject matter of the title of the form.

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FAQ

Respected Sir/Madam, I am writing to you with a heavy heart to inform you of the demise of my husband, Mr. Rajeev Singh, who had a savings account in your esteemed bank. It is a difficult time for our family, and I need to settle his financial affairs.

If there's no will, the bank could ask for evidence of your relationship to the deceased. You'll also need the death certificate. When you've registered the death, you will be issued with a death certificate. This will act as formal notification for the bank to begin closing the account.

Your valid ID, such as a state-issued driver's license or ID card, U.S. passport, or military ID. Proof of death, such as certified copies of the death certificate. Documentation about the account and its owner, including the deceased's full legal name, Social Security number, and the bank account number.

If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. Present either of these letters to the bank along with the death certificate to close the account.

I / We Request you to delete the name of deceased person and continue the account in my /our name(s) with same mode of operations. I / We submit photocopy of the following document(s) together with originals. Please return the original to us after verification.

Your valid ID, such as a state-issued driver's license or ID card, U.S. passport, or military ID. Proof of death, such as certified copies of the death certificate. Documentation about the account and its owner, including the deceased's full legal name, Social Security number, and the bank account number.

Respected Sir/Madam, I am writing to you with a heavy heart to inform you of the demise of my husband, Mr. Rajeev Singh, who had a savings account in your esteemed bank. It is a difficult time for our family, and I need to settle his financial affairs.

More info

To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. (Arizona Revised Statutes, Section 14-3971)You would simply get the form and instructions from the court's website, fill out the form and have it notarized.Closing the Estate of the Person who Died. You may use the forms on this page if the following factors apply to your situation. Online: Use our online form to notify us about a customer's death. Question: My mother passed away. She does have a will and I was nominated as the executer and trustee. The deceased had no Will, but I am entitled to the property under law because (check ONE) I am the spouse of the person who died; You need to take your mother's death certificate to the bank. Get an executor checklist to help with settling an estate.

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Letter To Close Deceased Bank Account In Arizona