This form is a sample letter in Word format covering the subject matter of the title of the form.
Dear [Bank Name], Subject: Accounts of Decedent — [Name of the Deceased] I hope this letter finds you well. I am writing to inform you about the unfortunate demise of my [relationship], [Name of the Deceased], who was an account holder at your esteemed institution. [Name of the Deceased] passed away on [date of death]. As [his/her] [relationship], I am responsible for handling [his/her] financial matters, and as part of that responsibility, I kindly request your assistance in settling [his/her] accounts with your bank. To facilitate the smooth transition and to ensure all necessary procedures are followed, I have gathered the required documents: 1. Death Certificate: Enclosed, you will find an official copy of the Death Certificate issued by the appropriate authorities. 2. Proof of Identity: Kindly find attached copies of my identification documents, such as my passport or driver's license, which establish my relationship to the decedent and serve as proof of my authority to act on behalf of the deceased's estate. 3. Letters of Testamentary/Letters of Administration: I have obtained the necessary legal documents that validate my authority to handle the deceased's estate affairs, which include the bank accounts. Enclosed, please find a copy of the Letters of Testamentary issued by the [appropriate court name]. 4. Account Information: I would appreciate it if you could please provide me with detailed information about the accounts held by the deceased, including but not limited to account numbers, balances, and any associated loans, mortgages, or credit cards. 5. Account Closure and Transfer: Once I have received the account information, I would like to discuss the process of closing the accounts and transferring the funds to the estate's designated account. Additionally, if there are any specific requirements or forms that need to be completed, please provide them to me so that I can promptly fulfill all necessary obligations. I understand that there might be additional documents or procedures required, as per your bank's policies. Therefore, I kindly request your guidance and assistance throughout this process, ensuring that I fulfill all necessary obligations. I would appreciate your prompt attention to this matter, as it is crucial for the proper administration of the estate. Please feel free to contact me at [Your Contact Information] or [Your Email Address] to discuss any further details or if you require any additional documentation. Thank you for your understanding and cooperation in this difficult time. I look forward to your prompt response. Yours sincerely, [Your Name] [Your Address] [City, State, ZIP] [Contact Number] [Email Address] Keywords: Chicago Illinois, account holder, demise, death certificate, proof of identity, authority, letters of testamentary, letters of administration, account information, account closure, fund transfer, estate administration, bank policies, required documents, associated loans, mortgages, credit cards, prompt response.Dear [Bank Name], Subject: Accounts of Decedent — [Name of the Deceased] I hope this letter finds you well. I am writing to inform you about the unfortunate demise of my [relationship], [Name of the Deceased], who was an account holder at your esteemed institution. [Name of the Deceased] passed away on [date of death]. As [his/her] [relationship], I am responsible for handling [his/her] financial matters, and as part of that responsibility, I kindly request your assistance in settling [his/her] accounts with your bank. To facilitate the smooth transition and to ensure all necessary procedures are followed, I have gathered the required documents: 1. Death Certificate: Enclosed, you will find an official copy of the Death Certificate issued by the appropriate authorities. 2. Proof of Identity: Kindly find attached copies of my identification documents, such as my passport or driver's license, which establish my relationship to the decedent and serve as proof of my authority to act on behalf of the deceased's estate. 3. Letters of Testamentary/Letters of Administration: I have obtained the necessary legal documents that validate my authority to handle the deceased's estate affairs, which include the bank accounts. Enclosed, please find a copy of the Letters of Testamentary issued by the [appropriate court name]. 4. Account Information: I would appreciate it if you could please provide me with detailed information about the accounts held by the deceased, including but not limited to account numbers, balances, and any associated loans, mortgages, or credit cards. 5. Account Closure and Transfer: Once I have received the account information, I would like to discuss the process of closing the accounts and transferring the funds to the estate's designated account. Additionally, if there are any specific requirements or forms that need to be completed, please provide them to me so that I can promptly fulfill all necessary obligations. I understand that there might be additional documents or procedures required, as per your bank's policies. Therefore, I kindly request your guidance and assistance throughout this process, ensuring that I fulfill all necessary obligations. I would appreciate your prompt attention to this matter, as it is crucial for the proper administration of the estate. Please feel free to contact me at [Your Contact Information] or [Your Email Address] to discuss any further details or if you require any additional documentation. Thank you for your understanding and cooperation in this difficult time. I look forward to your prompt response. Yours sincerely, [Your Name] [Your Address] [City, State, ZIP] [Contact Number] [Email Address] Keywords: Chicago Illinois, account holder, demise, death certificate, proof of identity, authority, letters of testamentary, letters of administration, account information, account closure, fund transfer, estate administration, bank policies, required documents, associated loans, mortgages, credit cards, prompt response.
