This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter To Close Account After Death With Joint Bank In Middlesex
Category:
State:
Multi-State
County:
Middlesex
Control #:
US-0034LTR
Format:
Word;
Rich Text
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Description
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FAQ
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.
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.
In this case, an executor or administrator must be appointed by a probate court to access the funds and close out all financial accounts. The executor must prove that the deceased owner has died and submit paperwork (Letters Testamentary, for example) to close the joint bank account.
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.
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.
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.