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 — [DECEDENT'S NAME] I am writing to inform you about the recent passing of [Decedent's Name], who was a valued customer of your esteemed bank. As the executor of their estate, I am responsible for handling all matters related to their accounts held with your institution. [Decedent's Name] held multiple accounts with your bank, and it is imperative that we proceed with the necessary steps to settle these accounts in adherence to the applicable laws and regulations. I kindly request your cooperation in this matter. Below, I am providing specific details of the accounts associated with [Decedent's Name]: 1. Checking Account: Account Number: [Number] Account Name: [Decedent's Name] Beneficiary: [Name of Beneficiary] Additionally, please provide me with up-to-date information regarding any outstanding checks or pending transactions related to this account. 2. Savings Account: Account Number: [Number] Account Name: [Decedent's Name] Beneficiary: [Name of Beneficiary] Please furnish me with any information regarding accrued interest balances or any outstanding transactions in relation to this account. 3. Certificates of Deposit (CDs): Account Number: [Number] Account Name: [Decedent's Name] Beneficiary: [Name of Beneficiary] Kindly provide me with the necessary details regarding the maturity dates, interest rates, and any accrued interests associated with these CDs. In accordance with the laws of West Virginia, I kindly request you to freeze all the above-mentioned accounts, effective immediately. This is to ensure that no unauthorized transactions occur and to facilitate the orderly administration of the estate. Furthermore, please provide me with the necessary documents and forms required to initiate the probate process for these accounts. This may include any specific forms related to the release of funds to the designated beneficiary, as applicable. I am eager to promptly settle the financial affairs of the deceased lawfully, and I kindly request your guidance and support throughout this process. If there are any additional steps or documents required to proceed, please advise me at your earliest convenience. Thank you for your attention to this matter. Your cooperation is greatly appreciated during this challenging time. Sincerely, [Your Name] [Your Address] [City, State, ZIP] [Phone Number] [Email Address] Types of West Virginia Sample Letters to Bank concerning Accounts of Decedent: 1. Routine Account Closure Request: This letter will request the closure of the decedent's accounts, primarily focusing on requesting the necessary forms and guidance to proceed with account closure. 2. Release of Funds to Beneficiary: This letter will be tailored towards a specific account where the decedent has designated a beneficiary, seeking guidance on the release of funds to the designated individual. 3. Probate Process Initiation: This letter will request the bank's assistance in providing the necessary forms and documents required to initiate the probate process for the decedent's accounts. Please note that the above samples can be customized and modified according to the specific requirements and circumstances of each case. It is advisable to consult a legal professional or seek appropriate guidance while drafting these letters.
