This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Tennessee Sample Letter to Bank concerning Accounts of Decedent Dear [Bank Name], I am writing to inform you of the unfortunate passing of our beloved family member, [Decedent's Full Name], on [Date of Death]. As surviving family members and legal representatives of the estate, we would like to address the necessary steps in managing the accounts held by the decedent at your esteemed bank. We understand the importance of promptly notifying financial institutions to ensure the proper handling of funds and assets belonging to the deceased. Therefore, we kindly request your assistance in guiding us through the account settlement process outlined by Tennessee state regulations. As per Tennessee law, we have obtained the necessary legal documentation, including the Death Certificate and Letters Testamentary/Letters of Administration, from the appropriate court. These documents authorize us to act on behalf of the decedent's estate and provide proper verification of our authority to access, close, or transfer the accounts held by the decedent. To facilitate the administration of the decedent's assets, we kindly request the following actions be taken in regard to each specific account held: 1. Checking Account: — If applicable, please close the decedent's checking account numbered [Account Number]. We request that a cashier's check be issued payable to the estate of the deceased individual. 2. Savings Account: — If applicable, please close the decedent's savings account numbered [Account Number]. Similar to the checking account, we request a cashier's check issued payable to the estate of the deceased individual. 3. Certificate of Deposit (CD): — If the decedent held any certificate of deposit accounts, please provide us with the necessary steps and paperwork to terminate the CD early. We request that the accrued interest be included in the final payout. We understand that certain accounts may require additional specific procedures to complete the closure or transfer process. Therefore, we kindly request that you provide us with all necessary forms, instructions, and contact information for the designated representative handling estate matters at your bank. To properly safeguard the estate's interests and ensure a smooth transition, we anticipate your timely response and guidance. Given the sensitive nature of this matter, we appreciate your utmost confidentiality and professionalism during the handling of the decedent's accounts. Thank you for your understanding and cooperation in this matter. We look forward to working with you to make the necessary arrangements swiftly and efficiently. Your assistance during this challenging time is greatly appreciated. Should you have any questions, please do not hesitate to contact us at [Your Contact Information]. We are available to provide any additional information or documentation required. Kind regards, [Your Name] [Your Title/Position] [Date]
