How do I close a bank account for a deceased person?

If there's no will, the bank could ask for evidence of your relationship to the deceased. You'll also need the death certificate. When you've registered the death, you will be issued with a death certificate. This will act as formal notification for the bank to begin closing the account.

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

Sample Letter To Close Bank Account Of Deceased In Suffolk

Category:

Letters - Legal - Estates

State:

Multi-State

County:

Suffolk

Control #:

US-0034LTR

Format:

Instant download

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

Dear Sir/Madam, Sub.: Deletion of name of the deceased shareholder. I/We, the undersigned being the joint holder(s) with Mr./Mrs./Miss …………………… (deceased) who has expired on ………………… hereby request you to delete his/her name from the Register of Members of the Company in respect of the …………………… shares.

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.

If there's no will, the bank could ask for evidence of your relationship to the deceased. You'll also need the death certificate. When you've registered the death, you will be issued with a death certificate. This will act as formal notification for the bank to begin closing the account.

Sample Application for Closing Bank Account Dear Bank Manager, I am writing to request the closure of my bank account with the number 123456789. I would like the account to be closed effective immediately. Please transfer any remaining balance to my new account at XYZ Bank, Account Number 987654321.

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 the said Depositor has expired on _____________. I/We hereby state that I/We do not wish to continue the said Fixed Deposits and therefore lodge my/our claim for the settlement of FD amount along with accrued interest lying in the said Fixed Deposit.

I, Your Name, hold a Savings Account in your bank. Due to some personal circumstances, I am unable to maintain the account and would like to close it. Please find the account passbook enclosed with this letter. I request you to initiate the account closure process at the earliest.

More info

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. In New York State, the Surrogate's Court decides what happens to a person's property when that person dies.You should also make a list of what the Decedent owned at the time of death (such as bank accounts, house, stocks, etc.). To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Dealing with the death of someone close to you is never easy. We've put together a guide of what to do if your loved one had an investment account with us. Obtain your letters of testamentary in New York with ease. Bank accounts that are solely in your name can be held up temporarily upon your death. File this form in Surrogate's Court. Losing someone close to you can be very difficult.

Sample Letter To Close Bank Account Of Deceased In Suffolk

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