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.
Visit Banks in Their Area You will need to provide documentation to prove both that the account holder died and you have the legal authority (as a designated beneficiary, joint account holder or executor/administrator) to access the account.
Did you know that if you die without a will, a revocable trust, or some other means to pass your assets upon death, they will be distributed to your relatives under the Washington State laws of intestacy? Under those laws, if you are married your spouse gets all of the community property.
The executor of the estate needs to follow these basic steps. Step 1: Begin the probate process. 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.
Rule: (a) Upon the death of an accountholder, the FDIC will insure the deceased owner's accounts as if he or she were still alive for six months after his or her death.
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.