This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Assistance with Accounts of Deceased Customer Dear [Bank Name], I hope this letter finds you well. I am writing to inform you of the unfortunate demise of my [relationship to decedent], [full name of the deceased], who maintained an account with your esteemed institution. As the executor of their estate, I am seeking your guidance and assistance regarding the necessary steps that need to be taken in order to manage their accounts appropriately. [If applicable:] Please note that I have attached the certified copy of the death certificate of the deceased for your reference and request you to update your records accordingly. To ensure a smooth process, I kindly request you to provide me with the following information: 1. Complete Account Details: Please provide a detailed list of all the accounts the deceased held with your bank, including savings, checking, and investment accounts. This should include the full account numbers, account balances, and any associated credit cards or safety deposit boxes. 2. Applicable Documentation: Please inform me of the necessary documentation required to proceed with the account management. If there are specific forms or affidavits that need to be completed, kindly provide them to me. Additionally, please specify the process for gaining access to the online banking facility, if applicable. 3. Account Freeze/Close Options: It is important to determine whether the accounts should be temporarily frozen or closed permanently. Please provide me with the necessary steps to initiate either option, along with any associated fees or requirements. 4. Outstanding Liabilities: Kindly inform me of any outstanding debts, loans, or mortgages the deceased had with your bank. It will assist me in fulfilling my duties as the executor and ensure that these obligations are handled appropriately. 5. Release of Funds: Please explain the process for the release of funds from the deceased's accounts. Specifically, provide information regarding any restrictions, required documentation, or legal obligations that must be fulfilled prior to the transfer of funds to the designated beneficiaries or the estate. 6. Additional Services: If there are any additional services or resources your bank provides to assist with the management of accounts of deceased customers or the settlement of their estate, please provide details so that I can make an informed decision. I understand that managing the accounts of a deceased individual can be a complex process, and I am committed to fulfilling all the necessary requirements. Your guidance and support would be immensely valuable during this challenging time. I kindly request that you respond to this letter within [mention a reasonable timeframe, such as 14 days] to ensure that I can proceed with the required arrangements. In case you require any additional information or documentation, please do not hesitate to contact me at the provided address and phone number. Thank you for your attention to this matter. Your prompt response will be greatly appreciated. Sincerely, [Your Name] [Your Address] [City, State, ZIP Code] [Your Contact Information: Phone Number, Email]Subject: Request for Assistance with Accounts of Deceased Customer Dear [Bank Name], I hope this letter finds you well. I am writing to inform you of the unfortunate demise of my [relationship to decedent], [full name of the deceased], who maintained an account with your esteemed institution. As the executor of their estate, I am seeking your guidance and assistance regarding the necessary steps that need to be taken in order to manage their accounts appropriately. [If applicable:] Please note that I have attached the certified copy of the death certificate of the deceased for your reference and request you to update your records accordingly. To ensure a smooth process, I kindly request you to provide me with the following information: 1. Complete Account Details: Please provide a detailed list of all the accounts the deceased held with your bank, including savings, checking, and investment accounts. This should include the full account numbers, account balances, and any associated credit cards or safety deposit boxes. 2. Applicable Documentation: Please inform me of the necessary documentation required to proceed with the account management. If there are specific forms or affidavits that need to be completed, kindly provide them to me. Additionally, please specify the process for gaining access to the online banking facility, if applicable. 3. Account Freeze/Close Options: It is important to determine whether the accounts should be temporarily frozen or closed permanently. Please provide me with the necessary steps to initiate either option, along with any associated fees or requirements. 4. Outstanding Liabilities: Kindly inform me of any outstanding debts, loans, or mortgages the deceased had with your bank. It will assist me in fulfilling my duties as the executor and ensure that these obligations are handled appropriately. 5. Release of Funds: Please explain the process for the release of funds from the deceased's accounts. Specifically, provide information regarding any restrictions, required documentation, or legal obligations that must be fulfilled prior to the transfer of funds to the designated beneficiaries or the estate. 6. Additional Services: If there are any additional services or resources your bank provides to assist with the management of accounts of deceased customers or the settlement of their estate, please provide details so that I can make an informed decision. I understand that managing the accounts of a deceased individual can be a complex process, and I am committed to fulfilling all the necessary requirements. Your guidance and support would be immensely valuable during this challenging time. I kindly request that you respond to this letter within [mention a reasonable timeframe, such as 14 days] to ensure that I can proceed with the required arrangements. In case you require any additional information or documentation, please do not hesitate to contact me at the provided address and phone number. Thank you for your attention to this matter. Your prompt response will be greatly appreciated. Sincerely, [Your Name] [Your Address] [City, State, ZIP Code] [Your Contact Information: Phone Number, Email]
