This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Information Regarding Accounts of Deceased Account Holder Dear [Bank Name], I am writing to inform you of the recent passing of [Deceased Account Holder's Full Name] and to request your assistance in handling the accounts held by the decedent. As per the legal procedures and requirements, it is necessary to settle their financial matters appropriately. As the executor of the estate, it is my responsibility to ensure that all outstanding debts, assets, and accounts are properly accounted for and managed. Therefore, I kindly request your guidance and cooperation regarding the accounts held by the deceased at your esteemed financial institution. To facilitate the process, I kindly request the following information and action points: 1. Bank Account Information: a) List of all bank accounts held by the decedent, including savings, checking, and any other type of accounts. b) Current balances of these accounts as of the date of the account holder's decease. c) Any relevant account numbers, customer identification numbers, or other identification details necessary for legal and administrative purposes. 2. Account Status and Restrictions: a) Provide details regarding any restrictions on the accounts, such as jointly held or trust accounts, that may require the involvement of other account holders or beneficiaries. b) Inform me of any holds, limitations, or any other instructions pertinent to accessing or managing the accounts. 3. Required Documentation: a) Please outline the necessary documents that need to be submitted to authenticate my role as the executor. This may include a certified copy of the death certificate, letters testamentary, or any other specific forms you require. b) If there are any additional steps or paperwork needed to handle the accounts, kindly provide detailed instructions to ensure compliance. 4. Account Closure or Transfer: a) If applicable, kindly provide information on the procedures required to close the accounts and transfer any remaining funds to the designated beneficiaries or estate account. b) Advise on any additional requirements that might be needed at the bank or authorities to proceed with the desired actions. I understand that handling such matters can be time-consuming, but I kindly ask for your prompt attention to this matter, as it is crucial to settle the decedent's accounts and address any obligations or entitlements associated with them. Any assistance you can provide in this matter would be greatly appreciated. Please feel free to contact me at [Your Contact Information] to discuss any further details or clarity required. Thank you for your cooperation and prompt action in dealing with this matter. Sincerely, [Your Name] [Executor of the Estate]
