This form is a sample letter in Word format covering the subject matter of the title of the form.
Dear [Bank Name], RE: Accounts of Decedent [Name] I am writing to inform you about the recent passing of [Name], who was my [relationship to decedent, i.e., spouse/parent/sibling/friend]. [He/She] held various accounts with your bank, and I would like to discuss the necessary steps to manage these accounts. To begin, let me provide you with some crucial information regarding the accounts held by the decedent: 1. Checking Accounts: — [Account Number 1]: This primary checking account was opened by [Name] on [Date]. It has been actively used for [mention duration]. There may be incoming transactions, such as pending deposits or outstanding checks linked to this account. — [Account Number 2]: This secondary checking account was opened on [Date]. Although it was not frequently used, it may still contain some funds or pending transactions. 2. Savings Accounts: — [Account Number 3]: This savings account was opened on [Date]. [Name] consistently deposited a portion of [his/her] income into this account. — [Account Number 4]: Another savings account was opened by [Name] on [Date]. It might contain some savings or pending transactions. 3. Credit Cards and Loans: — [Card Number 1]: [Name] had an active credit card associated with this account. Kindly provide information about any outstanding balances, pending transactions, or insurance coverage that may be applicable. — [Loan Number 1]: Please let me know about any loans taken by [Name], including any outstanding balances or pending payments. Furthermore, I understand that there may be other accounts or investments associated with the decedent. I request your assistance in determining if there are any additional financial assets or obligations that require attention. In light of the situation, I kindly ask for a meeting to discuss the necessary procedures to handle the aforementioned accounts. It would greatly help if you could provide me with guidance on the required documents and any legal formalities that must be adhered to in order to access and manage these accounts. Please let me know at your earliest convenience how we can proceed with this matter. You may contact me at [your contact information] to schedule a meeting or discuss any further details. Thank you for your attention and support during this difficult time. I look forward to your prompt response. Sincerely, [Your Name] [Your Address] [City, State, ZIP] [Contact Number] [Email Address] Keywords: Oklahoma, sample letter, bank, accounts of decedent, checking accounts, savings accounts, credit cards, loans, meeting, required documents, legal formalities, manage accounts, accessing accounts, financial assets, outstanding balances, pending transactions, insurance coverage.
