This form is a sample letter in Word format covering the subject matter of the title of the form.
[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Bank Name] [Branch Name] [Branch Address] [City, State, ZIP] Subject: Request for Information and Documentation on Accounts of Decedent Dear Sir/Madam, I am writing to inform you about the recent passing of [Decedent's Full Name], who was an account holder with your esteemed bank. I have been appointed as the executor of their estate, and I am currently fulfilling my duties with regard to the administration of their financial affairs. In order to settle the estate efficiently, I kindly request your assistance in providing me with detailed information and documentation pertaining to the accounts held by the decedent at your institution. The account details are as follows: 1. Account Type: [Checking/Savings/Deposit/Money Market/Other] Account Number: [Account Number] Account Name: [Decedent's Name] 2. Account Type: [Checking/Savings/Deposit/Money Market/Other] Account Number: [Account Number] Account Name: [Decedent's Name] [Continue listing additional accounts if applicable] I kindly ask that you provide me with the following information and documentation for each account: 1. Current balance 2. Transaction history for the past [specific time period, e.g., 12 months] 3. Any pending transactions, including pending deposits and withdrawals 4. Copies of account statements for the past [specific time period, e.g., 12 months] 5. Any other relevant account-related information/documentation Furthermore, I request that you provide me with a copy of the bank's policies and procedures for handling accounts of deceased customers. This will enable me to comply with any specific requirements you may have to initiate the necessary processes and ensure a smooth administration of the estate. Additionally, I would appreciate if you could clarify whether any outstanding debts owed to your institution by the decedent should be settled directly from the estate's assets. If there are any liabilities pertaining to the aforementioned accounts, please provide me with the details, including the outstanding amount and the required method of payment. I understand that you may require certain documentation as proof of my authority as the estate's executor. To facilitate the process, I have enclosed the following documents: 1. Copy of the death certificate of [Decedent's Full Name] 2. Letters testamentary or letters of administration issued by the probate court 3. Personal identification documents of the executor I kindly request that you acknowledge receipt of this letter within [mention a reasonable time frame, e.g., 10 working days] and provide me with an estimated timeframe for when you will be able to furnish the requested information and documentation. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any further information or have any questions regarding this matter. Thank you for your prompt attention to this request. Your cooperation and assistance during this process are greatly appreciated. Yours sincerely, [Your Name] [Your Title, if applicable] [Executor of the Estate][Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Bank Name] [Branch Name] [Branch Address] [City, State, ZIP] Subject: Request for Information and Documentation on Accounts of Decedent Dear Sir/Madam, I am writing to inform you about the recent passing of [Decedent's Full Name], who was an account holder with your esteemed bank. I have been appointed as the executor of their estate, and I am currently fulfilling my duties with regard to the administration of their financial affairs. In order to settle the estate efficiently, I kindly request your assistance in providing me with detailed information and documentation pertaining to the accounts held by the decedent at your institution. The account details are as follows: 1. Account Type: [Checking/Savings/Deposit/Money Market/Other] Account Number: [Account Number] Account Name: [Decedent's Name] 2. Account Type: [Checking/Savings/Deposit/Money Market/Other] Account Number: [Account Number] Account Name: [Decedent's Name] [Continue listing additional accounts if applicable] I kindly ask that you provide me with the following information and documentation for each account: 1. Current balance 2. Transaction history for the past [specific time period, e.g., 12 months] 3. Any pending transactions, including pending deposits and withdrawals 4. Copies of account statements for the past [specific time period, e.g., 12 months] 5. Any other relevant account-related information/documentation Furthermore, I request that you provide me with a copy of the bank's policies and procedures for handling accounts of deceased customers. This will enable me to comply with any specific requirements you may have to initiate the necessary processes and ensure a smooth administration of the estate. Additionally, I would appreciate if you could clarify whether any outstanding debts owed to your institution by the decedent should be settled directly from the estate's assets. If there are any liabilities pertaining to the aforementioned accounts, please provide me with the details, including the outstanding amount and the required method of payment. I understand that you may require certain documentation as proof of my authority as the estate's executor. To facilitate the process, I have enclosed the following documents: 1. Copy of the death certificate of [Decedent's Full Name] 2. Letters testamentary or letters of administration issued by the probate court 3. Personal identification documents of the executor I kindly request that you acknowledge receipt of this letter within [mention a reasonable time frame, e.g., 10 working days] and provide me with an estimated timeframe for when you will be able to furnish the requested information and documentation. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any further information or have any questions regarding this matter. Thank you for your prompt attention to this request. Your cooperation and assistance during this process are greatly appreciated. Yours sincerely, [Your Name] [Your Title, if applicable] [Executor of the Estate]
