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.
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Contact us Death certificate. Proof of your identification, e.g., passport, driver's license, or a valid state issued ID card. Your relationship to the deceased. Deceased person's Social Security number and/or account number.
Executor accounts A copy of the grant of probate or letters of administration. Proof of their ID, like a passport or driving licence. Proof of their address.
How to open an estate account Step 1: Begin the probate process. The steps for beginning this process depend on the state in which the deceased person resided. Step 2: Obtain a tax ID number for the estate account. Step 3: Bring all required documents to the bank. Step 4: Open the estate account.