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.
Letter of instruction A non-legally binding letter from the designated owner, beneficiary, trustee or representative of an estate that contains instructions on what to do with the how to distribute funds in the decedent's account.
In these cases, simply visit the bank with a valid ID and a certified copy of the death certificate. You will then have access to the account, allowing you to withdraw the funds as needed.
The deceased person is likely to have ongoing standing orders and direct debits, so it's best to notify these organisations of the death as soon as possible to avoid receiving letters demanding outstanding payments.