This form is a sample letter in Word format covering the subject matter of the title of the form.
Sample Letter to Bank concerning Accounts of Decedent — Maricopa, Arizona [Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, Zip] Subject: Request for Information on Accounts of Decedent — John Doe Dear [Bank Name], I am writing to you as the executor of the estate of my late relative, John Doe, who recently passed away. I am currently in the process of administering John Doe's estate and need to gather information regarding any bank accounts he had with your institution. Details of the late John Doe: — Full Name: John Do— - Date of Birth: [Birthdate] — Date of Death: [Date of Death— - Social Security Number: [SSN] I kindly request your assistance in providing me with information on all the accounts held by John Doe at your bank. This information is necessary for accurately evaluating and managing his estate. Please provide the following details for each account: 1. Account types: Checking, savings, retirement, investment, etc. 2. Account numbers 3. Current balances as of the date of John Doe's passing 4. Any joint account holders and their contact information, if applicable 5. Any applicable beneficiary designations, if available In addition, I request any pertinent information regarding the procedures and requirements for accessing and closing the accounts, as well as any associated fees or necessary documents required by the bank. Please note that I have attached the following documents to support my request: 1. Death certificate of John Doe 2. Copy of the Letter of Appointment issued by the Maricopa County Probate Court 3. My identification documents (driver's license, passport, etc.) I understand that there might be specific processes and procedures regarding disclosing such information, and I assure you that all information provided will be used solely for legitimate estate administration purposes. I appreciate your prompt attention and cooperation in this matter. If you require any additional information or documents to facilitate this request, please do not hesitate to contact me at the provided contact details. Thank you for your assistance during this challenging time. Sincerely, [Your Name] [Executor of the Estate of John Doe] [Your Contact Information] ----- Possible variations or types of Maricopa, Arizona sample letters to banks concerning accounts of decedents: 1. Sample Letter to Bank concerning Joint Accounts of Decedent in Maricopa, Arizona 2. Sample Letter to Bank concerning Retirement Accounts of Decedent in Maricopa, Arizona 3. Sample Letter to Bank concerning Investment Accounts of Decedent in Maricopa, Arizona 4. Sample Letter to Bank concerning Trust Accounts of Decedent in Maricopa, Arizona 5. Sample Letter to Bank concerning Savings Accounts of Decedent in Maricopa, Arizona.Sample Letter to Bank concerning Accounts of Decedent — Maricopa, Arizona [Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, Zip] Subject: Request for Information on Accounts of Decedent — John Doe Dear [Bank Name], I am writing to you as the executor of the estate of my late relative, John Doe, who recently passed away. I am currently in the process of administering John Doe's estate and need to gather information regarding any bank accounts he had with your institution. Details of the late John Doe: — Full Name: John Do— - Date of Birth: [Birthdate] — Date of Death: [Date of Death— - Social Security Number: [SSN] I kindly request your assistance in providing me with information on all the accounts held by John Doe at your bank. This information is necessary for accurately evaluating and managing his estate. Please provide the following details for each account: 1. Account types: Checking, savings, retirement, investment, etc. 2. Account numbers 3. Current balances as of the date of John Doe's passing 4. Any joint account holders and their contact information, if applicable 5. Any applicable beneficiary designations, if available In addition, I request any pertinent information regarding the procedures and requirements for accessing and closing the accounts, as well as any associated fees or necessary documents required by the bank. Please note that I have attached the following documents to support my request: 1. Death certificate of John Doe 2. Copy of the Letter of Appointment issued by the Maricopa County Probate Court 3. My identification documents (driver's license, passport, etc.) I understand that there might be specific processes and procedures regarding disclosing such information, and I assure you that all information provided will be used solely for legitimate estate administration purposes. I appreciate your prompt attention and cooperation in this matter. If you require any additional information or documents to facilitate this request, please do not hesitate to contact me at the provided contact details. Thank you for your assistance during this challenging time. Sincerely, [Your Name] [Executor of the Estate of John Doe] [Your Contact Information] ----- Possible variations or types of Maricopa, Arizona sample letters to banks concerning accounts of decedents: 1. Sample Letter to Bank concerning Joint Accounts of Decedent in Maricopa, Arizona 2. Sample Letter to Bank concerning Retirement Accounts of Decedent in Maricopa, Arizona 3. Sample Letter to Bank concerning Investment Accounts of Decedent in Maricopa, Arizona 4. Sample Letter to Bank concerning Trust Accounts of Decedent in Maricopa, Arizona 5. Sample Letter to Bank concerning Savings Accounts of Decedent in Maricopa, Arizona.
