This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
It's a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.
A letter of instruction is a document that lists all of your important financial account information in one place. This important estate planning document is intended to help your family members (or executors) if something happens to you.
A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.
RE: Close My Accounts This letter is to inform you I am closing my accounts at your bank. Please close the account(s) listed below and send me a check for the remaining balance(s). If you have any questions regarding this request, please do not hesitate to contact me in writing or at the telephone number listed below.
If there's no will or no executor named in the will: If there is no will or the person who should handle the estate is not named in the will, a relative or legal representative must request permission from the probate court to close the account.
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.
Dear (Bank Manager's Name/To Whom It May Concern), I am writing to request the closure of my bank account with the number (Account Number). I would like this account to be closed effective immediately. Please transfer any remaining balance to my new account at (New Bank Name and Account Details).