This form is a sample letter in Word format covering the subject matter of the title of the form.
Sample District of Columbia Letter to Bank Concerning Accounts of Decedent [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, Zip Code] Subject: Notification of Death and Request for Account Information — [Decedent's Full Name] Dear Sir/Madam, I am writing to inform you of the unfortunate passing of my [relation to decedent], [Decedent's Full Name]. This letter serves to notify you of the need to handle the financial matters related to their accounts held with your esteemed bank. The deceased held the following accounts with your bank: 1. Account Type: [Type of Account] Account Number: [Account Number] Account Name: [Decedent's Name] 2. Account Type: [Type of Account] Account Number: [Account Number] Account Name: [Decedent's Name] 3. Account Type: [Type of Account] Account Number: [Account Number] Account Name: [Decedent's Name] In order to settle the estate and distribute assets according to the applicable laws and regulations, I kindly request your cooperation in providing me with the necessary information and assistance. I understand that your bank may require certain documents to proceed with the necessary actions. Therefore, I have attached the following supporting documents for your reference: 1. Certified copy of the Death Certificate of [Decedent's Full Name] 2. Any other documents required by your bank's policies [If applicable] I kindly request you to provide me with the following information and facilitate the account settlement process: 1. Balance on each account as of the date of death 2. Any accrued interest or other income since the date of death 3. Any outstanding liabilities against these accounts, such as loans, mortgages, or credit cards linked to the accounts 4. Any joint accounts held with another party, if applicable 5. Procedures and requirements for releasing the funds to the designated beneficiaries or the legal representative of the estate Please provide this information in writing and send it to the following address: [Your Address] [City, State, Zip Code] Additionally, if there are any other steps or procedures that must be followed in order to settle the decedent's accounts, please provide clear instructions to ensure smooth execution. I take this opportunity to thank you in advance for your prompt attention to this matter. Your cooperation in resolving any outstanding financial matters is greatly appreciated during this difficult time. Should you require any further information or additional documents, please do not hesitate to contact me at the provided contact details. I await your prompt response to avoid any delays in the estate settlement process. Thank you for your understanding and cooperation. Sincerely, [Your Name]
