This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Assistance — Handling Accounts of Deceased [Account Holder's Name] Dear [Bank's Name] Customer Service, I hope this letter finds you well. I am writing to inform you about the recent passing of [Account Holder's Name] and to request your assistance in handling the accounts associated with him/her. [He/She] was a valued account holder at your esteemed bank, and we greatly appreciate your cooperation during this difficult time. Please find enclosed the necessary documents, including a certified copy of the death certificate, estate identification documents, and legal representative's identification information [if applicable]. These documents are essential to initiate the process of account settlement and distribution in compliance with the governing regulations. Our objective is to ensure a smooth transition in managing the financial affairs of the deceased. We kindly request that you provide us with the following services: 1. Account Verification: — Please verify the existence of any active accounts held by the deceased, whether individually or jointly. — Confirm whether these accounts are checking, savings, money market, or any other type of account. — Provide the current balance and any accrued interest, if applicable. 2. Account Freeze: — Temporarily freeze all the accounts linked to the deceased, ensuring no unauthorized transactions occur while the estate matters are being settled. — Suspend any automatic payments, direct deposits, or transfers associated with the accounts. 3. Necessary Documentation: — In accordance with the laws of Delaware, we have provided all the required legal documents, such as the death certificate, estate identification, and representative's identification, for your review. — Kindly advise if any additional paperwork is necessary for the completion of this process. 4. Account Closure or Transfer: — Advise on the necessary steps to close or transfer the accounts, as per the wishes of the deceased or the requirements outlined by the estate representative. — Inform us if any specific forms need to be completed, whether it relates to account closure or transfer to a new account holder. We understand that this may involve a complex process, and we are committed to providing any additional information required promptly. We kindly request your guidance and support to expedite the settlement of these accounts, ensuring the financial matters are handled with the utmost professionalism and care. Should you have any questions or require further information, please do not hesitate to contact me at [phone number] or [email address]. Your assistance in this matter would be sincerely appreciated. Thank you for your understanding and cooperation. Yours faithfully, [Your Name] [Your Relationship with Deceased] [Your Contact Information] Possible variations of the Delaware Sample Letter to Bank concerning Accounts of Decedent: 1. Delaware Sample Letter to Bank regarding the Probate of Decedent's Accounts. 2. Delaware Sample Letter to Bank requesting Release of Funds from Deceased Account. 3. Delaware Sample Letter to Bank for Account Transition after Death. 4. Delaware Sample Letter to Bank seeking Inactive Account Status for Deceased Customer.Subject: Request for Assistance — Handling Accounts of Deceased [Account Holder's Name] Dear [Bank's Name] Customer Service, I hope this letter finds you well. I am writing to inform you about the recent passing of [Account Holder's Name] and to request your assistance in handling the accounts associated with him/her. [He/She] was a valued account holder at your esteemed bank, and we greatly appreciate your cooperation during this difficult time. Please find enclosed the necessary documents, including a certified copy of the death certificate, estate identification documents, and legal representative's identification information [if applicable]. These documents are essential to initiate the process of account settlement and distribution in compliance with the governing regulations. Our objective is to ensure a smooth transition in managing the financial affairs of the deceased. We kindly request that you provide us with the following services: 1. Account Verification: — Please verify the existence of any active accounts held by the deceased, whether individually or jointly. — Confirm whether these accounts are checking, savings, money market, or any other type of account. — Provide the current balance and any accrued interest, if applicable. 2. Account Freeze: — Temporarily freeze all the accounts linked to the deceased, ensuring no unauthorized transactions occur while the estate matters are being settled. — Suspend any automatic payments, direct deposits, or transfers associated with the accounts. 3. Necessary Documentation: — In accordance with the laws of Delaware, we have provided all the required legal documents, such as the death certificate, estate identification, and representative's identification, for your review. — Kindly advise if any additional paperwork is necessary for the completion of this process. 4. Account Closure or Transfer: — Advise on the necessary steps to close or transfer the accounts, as per the wishes of the deceased or the requirements outlined by the estate representative. — Inform us if any specific forms need to be completed, whether it relates to account closure or transfer to a new account holder. We understand that this may involve a complex process, and we are committed to providing any additional information required promptly. We kindly request your guidance and support to expedite the settlement of these accounts, ensuring the financial matters are handled with the utmost professionalism and care. Should you have any questions or require further information, please do not hesitate to contact me at [phone number] or [email address]. Your assistance in this matter would be sincerely appreciated. Thank you for your understanding and cooperation. Yours faithfully, [Your Name] [Your Relationship with Deceased] [Your Contact Information] Possible variations of the Delaware Sample Letter to Bank concerning Accounts of Decedent: 1. Delaware Sample Letter to Bank regarding the Probate of Decedent's Accounts. 2. Delaware Sample Letter to Bank requesting Release of Funds from Deceased Account. 3. Delaware Sample Letter to Bank for Account Transition after Death. 4. Delaware Sample Letter to Bank seeking Inactive Account Status for Deceased Customer.
