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.
The bank is likely to ask for two forms of your identification (usually a passport or driver's licence, or a proof of address with a utility bill) and a copy of the will. If there's no will, the bank could ask for evidence of your relationship to the deceased. You'll also need the death certificate.
“What that beneficiary has to do is just present a death certificate and ID to the bank. Then that asset will pass directly to who you want it to.”