This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Request for Information Regarding Accounts of Decedent — [Account Holder's Full Name] [Bank Name] [Branch Address] [City, State, ZIP Code] [Date] Dear [Bank Representative's Full Name], RE: [Account Holder's Full Name], Account Number: [Account Number] I hope this letter finds you well. I am writing to seek your assistance in obtaining information about the accounts held by my relative, [Account Holder's Full Name], who recently passed away. As the named executor of the estate, it is my responsibility to manage the affairs and assets of the decedent. I kindly request your cooperation and provide me with detailed information regarding the accounts held by [Account Holder's Full Name], as outlined below: 1. Account Type: Please provide an inventory of all account types held by the decedent, including but not limited to: — Checking Account— - Savings Accounts - Money Market Accounts — Certificates of Deposit (CDs— - Individual Retirement Accounts (IRAs) — Trust Account— - Investment Accounts - Safety Deposit Boxes 2. Account Titles: Kindly provide me with the complete account title, specifying whether it is solely owned by the decedent or held jointly with another individual. 3. Account Balances: Please furnish the current balance of each account at the time of the decedent's passing. If possible, include the account transaction history for the last three months. 4. Account Documentation: I kindly request copies of all relevant documentation related to the accounts of the decedent, including account statements, agreements, terms and conditions, beneficiary information, and any other pertinent documents. 5. Access to the Accounts: As the executor of the estate, I would like to understand what steps need to be taken to gain access to the accounts, including any necessary paperwork or legal requirements that must be fulfilled. Please note that I have attached the necessary documents, including a copy of the death certificate and my official appointment as the executor, for your reference and verification. If there are any additional documents required, kindly inform me so that I may promptly provide them. I kindly request a written response to this letter within the next [specify a reasonable timeframe, e.g., 14 calendar days] acknowledging receipt and providing the requested information. Time is of the essence in managing the decedent's affairs, and your prompt assistance would be greatly appreciated. In case you have any questions or require further clarifications, please do not hesitate to contact me at [your contact number] or via email at [your email address]. Thank you for your attention to this matter. Your cooperation and support in this difficult time are greatly appreciated. Sincerely, [Your Full Name] [Your Address] [City, State, ZIP Code] [Your Contact Number] [Your Email Address]Subject: Request for Information Regarding Accounts of Decedent — [Account Holder's Full Name] [Bank Name] [Branch Address] [City, State, ZIP Code] [Date] Dear [Bank Representative's Full Name], RE: [Account Holder's Full Name], Account Number: [Account Number] I hope this letter finds you well. I am writing to seek your assistance in obtaining information about the accounts held by my relative, [Account Holder's Full Name], who recently passed away. As the named executor of the estate, it is my responsibility to manage the affairs and assets of the decedent. I kindly request your cooperation and provide me with detailed information regarding the accounts held by [Account Holder's Full Name], as outlined below: 1. Account Type: Please provide an inventory of all account types held by the decedent, including but not limited to: — Checking Account— - Savings Accounts - Money Market Accounts — Certificates of Deposit (CDs— - Individual Retirement Accounts (IRAs) — Trust Account— - Investment Accounts - Safety Deposit Boxes 2. Account Titles: Kindly provide me with the complete account title, specifying whether it is solely owned by the decedent or held jointly with another individual. 3. Account Balances: Please furnish the current balance of each account at the time of the decedent's passing. If possible, include the account transaction history for the last three months. 4. Account Documentation: I kindly request copies of all relevant documentation related to the accounts of the decedent, including account statements, agreements, terms and conditions, beneficiary information, and any other pertinent documents. 5. Access to the Accounts: As the executor of the estate, I would like to understand what steps need to be taken to gain access to the accounts, including any necessary paperwork or legal requirements that must be fulfilled. Please note that I have attached the necessary documents, including a copy of the death certificate and my official appointment as the executor, for your reference and verification. If there are any additional documents required, kindly inform me so that I may promptly provide them. I kindly request a written response to this letter within the next [specify a reasonable timeframe, e.g., 14 calendar days] acknowledging receipt and providing the requested information. Time is of the essence in managing the decedent's affairs, and your prompt assistance would be greatly appreciated. In case you have any questions or require further clarifications, please do not hesitate to contact me at [your contact number] or via email at [your email address]. Thank you for your attention to this matter. Your cooperation and support in this difficult time are greatly appreciated. Sincerely, [Your Full Name] [Your Address] [City, State, ZIP Code] [Your Contact Number] [Your Email Address]
