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Sample Letter to Bank concerning Accounts of Decedent

Decedent Account Bank Withdrawal In Hillsborough

Category:

Letters - Legal - Estates

State:

Multi-State

County:

Hillsborough

Control #:

US-0034LTR

Format:

Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

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After you've passed away, the funds get transferred to the beneficiary named in the trust documents. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account.Please note: For all account types, we require a death certificate. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. These affidavits allow a decedent's personal property to be transferred to his or her successors without a formal probate proceeding. We'll need a photocopy of the death certificate to verify the identity and legal residence of your loved one as well as confirm date of death. If the relative was deceased at the time of the decedent's death, please provide the deceased relative's name, indicate deceased, and date of death. Print "Deceased" and the date of death above the decedent's name. • Other filing status.

Decedent Account Bank Withdrawal In Hillsborough

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