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.
Some bank accounts have transferrable-on-death (TOD) or payable-on-death (POD) designations, which allow the account holder to name a beneficiary. In this case, once the bank receives the death certificate and other necessary paperwork, it releases the funds to the named person and typically closes 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.
I/We hereby state that one of the joint Depositors Mr./Mrs. _______________ has expired on _____________ ('Deceased Depositor”). I/We request you to delete the name of Deceased Depositor and continue the FD in my /our name(s) with same mode of operations.
I) Photocopy of Death Certificate (original to be produced for verification by the bank). ii) Photographs and KYC documents of all the claimants/ legal heir(s), (Original documents to be produced for verification by the bank.)
Basic identification & documentation 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.
I am writing to request the closure of my bank account with the number 789012345. Due to recent changes in my financial situation, I have decided to consolidate my accounts and will no longer need this account. Please transfer any remaining balance to my new account at XYZ Bank, Account Number 543210987.
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).
The contact details of major banks are listed below. I am the appointed personal representative for name of account holder writing to request the closure of the above account following name of account holder's death on insert date.
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). Kindly confirm the closure of the account in writing.