This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Assistance: Minnesota Sample Letter to Bank Concerning Accounts of Decedent Dear [Bank Name/Bank Manager], I hope this letter finds you well. I am writing to seek your guidance and support regarding the accounts of a deceased person [Name of Decedent] who had accounts with your esteemed bank. As the appointed executor/personal representative of the estate, I kindly request your assistance with the necessary procedures and communications to ensure a smooth transition and settlement of these accounts. As per our records, the decedent held the following accounts with your bank: 1. Checking Account [Account Number]: — [Description of the account— - [Any additional details regarding joint account holders or restrictions] 2. Savings Account [Account Number]: — [Description of the account] — [Any additional details regarding joint account holders or restrictions] 3. Certificate of Deposit [Account Number]: — [Description of the account] — [Any additional details regarding joint account holders or restrictions] 4. Any other accounts not listed above. Given the nature of this situation, I kindly request the following information and assistance from your side: 1. Account Information: — Confirmation of the accounts held by the decedent and their current balances. — Detailed information regarding any joint account holders, if applicable. — Any restrictions or special instructions associated with the accounts. 2. Documentation Required: — Please provide a list of necessary documents required by the bank to facilitate the settlement of these accounts. — If a formal letter of testamentary/letter of administration is needed, kindly guide me on the specific details and documentation required for its procurement. 3. Communication with Other Institutions: — If there are any accounts with your bank that need to be transferred, closed, or re-titled, please guide me through the necessary steps. — If additional authorization or forms are required to facilitate these actions, kindly provide them. — If there is a process for notifying any other financial institutions affiliated with the decedent's accounts, please advise me accordingly. 4. Further Instructions: — If there are any other guidelines or procedures that must be followed to ensure a smooth transition of account ownership, please provide specific instructions. I understand that each situation may have its unique requirements, and I would greatly appreciate your cooperation and support throughout this process. If it is necessary to visit the bank in person, please let me know beforehand to schedule an appointment at your convenience. Thank you for your attention to this matter. I look forward to your prompt response, and I am confident that with your guidance, we can efficiently settle the accounts of the decedent. Should you require any additional information or have any queries, please feel free to contact me at [Your Contact Information]. Yours sincerely, [Your Name] [Executor/Personal Representative of the Estate]
