US Legal Forms
Sample and Form Letters
Sample Letter to Bank concerning Accounts of Decedent

Sample Letter To Close Bank Account Of Deceased In Massachusetts

Category:

Letters - Legal - Estates

State:

Multi-State

Control #:

US-0034LTR

Format:

Instant download

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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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You can use this letter template to write to the bank to request the closure of a direct payments account following the death of the account holder. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account.An Affidavit of Death is used to close accounts, receive benefits, or take ownership of property, real estate, or securities. 2. Fill out the forms. There are different forms you'll need to file depending on whether or not the decedent (the person who died) died with a will. Get an executor checklist to help with settling an estate. Learn what government programs to notify when a loved one dies. 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. Need to write an attorney closing letter to clients? NOTE. Being an authorized representative, having power of attorney, or a joint bank account with the beneficiary is not the same as being a payee.

Sample Letter To Close Bank Account Of Deceased In Massachusetts

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