Sample Letter To Close Bank Account Of Deceased Former Spouse In New York

State:
Multi-State
Control #:
US-0034LTR
Format:
Word; 
Rich Text
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Description

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

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FAQ

If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. Present either of these letters to the bank along with the death certificate to close 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 Request you to delete the name of deceased person and continue the account in my /our name(s) with same mode of operations. I / We submit photocopy of the following document(s) together with originals. Please return the original to us after verification.

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.

Start the letter with your introduction and the reason for writing the letter. Moreover, request the bank manager to settle the deceased account. Additionally, you have to provide details like account numbers and other documents. Signature – Use “Faithfully” or “Sincerely” as signatures and then mention your name.

More info

Sub: Request to close an account due to death. I would bring the death certificate to the bank so they know that the family member in question has died.In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. Closing a bank account when someone passes away isn't difficult, as long as you have the right paperwork for the the teller or banker. You'll receive an email within 24 hours explaining what documents are needed to complete your claim. Typically, we require: A copy of the death certificate. Online: Use our online form to notify us about a customer's death. You will need account numbers and serial numbers of assets. Ordering later on can be delayed, particularly in New York City or if death occurred out-of-state or abroad. For example, let's say 20 years after the deceased's death, the personal representative discovers a previously unknown bank account.

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Sample Letter To Close Bank Account Of Deceased Former Spouse In New York