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.
Box indicating your relationship to the decedent. You may select executor administration heir orMoreBox indicating your relationship to the decedent. You may select executor administration heir or survivor. Next enter the full name of the decedent. On this portion mark the appropriate.
A date of death value letter provides account balance information on the date the account owner passed away. The date of death letter may only be requested by the decedent account's authorized representative: joint account owner, payable on death beneficiary, executor, estate administrator, or small estate beneficiary.
The date of death value is the exact balance in the deceased's bank accounts at the time of their death. This figure is vital for several reasons: For Tax Purposes: It's essential in calculating any estate taxes due and may affect the income tax returns of the heirs.
Typically, a beneficiary can claim the proceeds from a payable-on-death account—sometimes called a “POD” account—by going to the bank with a death certificate and proof of identification.
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.
Using the Death Notification Service (DNS) Their full name. Their date of birth. The date of their death. Their last address. The Death Certificate number (also called a 'System Number' which can be found at the bottom left hand side of the death certificate)