This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Assistance Regarding Accounts of Deceased Individual — Arizona Sample Letter to Bank Dear [Bank Name], I am writing to inform you about the unfortunate demise of my [relationship to the deceased], [deceased individual's full name], and to seek your guidance on the necessary steps to manage their accounts held at your esteemed bank. I kindly request your assistance to ensure a smooth transition through this difficult period. The details related to the deceased's accounts are as follows: Deceased Individual’s Information— - Full Name: [deceased individual's full name] — Date of Birth: [deceased individual's date of birth] — Date of Death: [deceased individual's date of death] — Social Security Number: [deceased individual's SSN] — Address: [deceased individual's last known address] — Bank Account Number(s): [list all relevant account numbers] — Safe Deposit Box Number(s): [mention if applicable] I kindly request you to provide all necessary information regarding the potential existence of any additional accounts, safe deposit boxes, or other relevant services linked to the deceased. Moreover, please advise on the appropriate course of action to proceed with the relevant account(s) held by the decedent. Any guidance or instructions you can provide will be greatly appreciated. To initiate the necessary legal procedures, please share with me the required forms and documentation that I need to submit to confirm my status as the authorized personnel representative or executor of the estate. If there are any specific forms available on your website, kindly direct me accordingly. In accordance with the Arizona probate laws and regulations, I understand that certain documents, such as the Letter of Testamentary or Letters of Administration, may be required to establish my authority over the deceased's accounts. Kindly inform me about the specific documentation necessary and whether they must be notarized or certified. Furthermore, please provide information regarding any pending or upcoming payments, direct deposits, automatic bill payments, or other financial transactions linked to the deceased's account(s) that may require immediate attention. I would also appreciate your assistance in respecting any restrictions on the account(s) until legal proceedings are completed. Lastly, I request you to promptly update the account(s) status to reflect the individual's deceased status to ensure no further financial activity occurs, except as required by law. I would like to express my gratitude in advance for your cooperation and support throughout this process. Your guidance and expertise will undoubtedly help alleviate the burden of handling the deceased's financial affairs during this challenging time. Please do not hesitate to contact me at [your contact information] or via email at [your email address] if you require any further information or if you have any urgent updates to share. I kindly request an acknowledgment of receipt of this letter as well. Thank you for your prompt attention to this matter. Sincerely, [Your Name] [Your Contact Information]Subject: Request for Assistance Regarding Accounts of Deceased Individual — Arizona Sample Letter to Bank Dear [Bank Name], I am writing to inform you about the unfortunate demise of my [relationship to the deceased], [deceased individual's full name], and to seek your guidance on the necessary steps to manage their accounts held at your esteemed bank. I kindly request your assistance to ensure a smooth transition through this difficult period. The details related to the deceased's accounts are as follows: Deceased Individual’s Information— - Full Name: [deceased individual's full name] — Date of Birth: [deceased individual's date of birth] — Date of Death: [deceased individual's date of death] — Social Security Number: [deceased individual's SSN] — Address: [deceased individual's last known address] — Bank Account Number(s): [list all relevant account numbers] — Safe Deposit Box Number(s): [mention if applicable] I kindly request you to provide all necessary information regarding the potential existence of any additional accounts, safe deposit boxes, or other relevant services linked to the deceased. Moreover, please advise on the appropriate course of action to proceed with the relevant account(s) held by the decedent. Any guidance or instructions you can provide will be greatly appreciated. To initiate the necessary legal procedures, please share with me the required forms and documentation that I need to submit to confirm my status as the authorized personnel representative or executor of the estate. If there are any specific forms available on your website, kindly direct me accordingly. In accordance with the Arizona probate laws and regulations, I understand that certain documents, such as the Letter of Testamentary or Letters of Administration, may be required to establish my authority over the deceased's accounts. Kindly inform me about the specific documentation necessary and whether they must be notarized or certified. Furthermore, please provide information regarding any pending or upcoming payments, direct deposits, automatic bill payments, or other financial transactions linked to the deceased's account(s) that may require immediate attention. I would also appreciate your assistance in respecting any restrictions on the account(s) until legal proceedings are completed. Lastly, I request you to promptly update the account(s) status to reflect the individual's deceased status to ensure no further financial activity occurs, except as required by law. I would like to express my gratitude in advance for your cooperation and support throughout this process. Your guidance and expertise will undoubtedly help alleviate the burden of handling the deceased's financial affairs during this challenging time. Please do not hesitate to contact me at [your contact information] or via email at [your email address] if you require any further information or if you have any urgent updates to share. I kindly request an acknowledgment of receipt of this letter as well. Thank you for your prompt attention to this matter. Sincerely, [Your Name] [Your Contact Information]
