This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject Line: Sample Letter to Bank regarding Accounts of a Deceased Individual in San Jose, California Dear [Bank Name], I am writing to inform you about the unfortunate passing of my [relationship], [Name of the decedent]. [He/She] held various accounts with your esteemed institution, and it is necessary to discuss the appropriate steps to be taken in handling these accounts in accordance with applicable legal procedures. We kindly request your guidance and assistance in understanding the necessary protocols and documents required for the management of the accounts mentioned below: 1. Checking Account: — Account Holder: [Name of the decedent] — Account Type: CheckinAccountun— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] 2. Savings Account: — Account Holder: [Name of the decedent] — Account Type: SavingAccountun— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] 3. Certificate of Deposit (CD) Account: — Account Holder: [Name of the decedent] — Account Type: Certificatdepositssi— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] We understand that your bank has its specific procedures for handling such cases, and we kindly request that you provide us with the necessary information and documentation needed to facilitate the necessary account management tasks. This may include providing details on required legal documentation, identifying authorized individuals, and outlining the process to close or transfer the funds to the designated beneficiaries or estate account. Additionally, we would appreciate any information on potential fees, penalties, or required documents when closing the above-mentioned accounts. We have also initiated the legal process of probate and have appointed [Name and contact information of the executor or administrator], who is authorized to act on behalf of the estate. Kindly provide instructions on how to proceed in assisting them with the necessary tasks. Finally, please ensure that all account statements and correspondence are forwarded to the following address: [Executor/Administrator Name] [Executor/Administrator Address] [City, State, ZIP Code] We remain committed to fulfilling all necessary requirements in settling the affairs of the estate. Your prompt assistance and guidance are greatly appreciated during this challenging time for our family. We kindly request that you acknowledge receipt of this letter and provide information regarding the documents and steps required to handle the above-mentioned accounts at your earliest convenience. Should you have any questions or require additional information, please feel free to contact me at [Phone Number] or [Email Address]. Thank you for your understanding and cooperation. Sincerely, [Your Name] [Your Address] [City, State, ZIP Code] [Phone Number] [Email Address]Subject Line: Sample Letter to Bank regarding Accounts of a Deceased Individual in San Jose, California Dear [Bank Name], I am writing to inform you about the unfortunate passing of my [relationship], [Name of the decedent]. [He/She] held various accounts with your esteemed institution, and it is necessary to discuss the appropriate steps to be taken in handling these accounts in accordance with applicable legal procedures. We kindly request your guidance and assistance in understanding the necessary protocols and documents required for the management of the accounts mentioned below: 1. Checking Account: — Account Holder: [Name of the decedent] — Account Type: CheckinAccountun— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] 2. Savings Account: — Account Holder: [Name of the decedent] — Account Type: SavingAccountun— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] 3. Certificate of Deposit (CD) Account: — Account Holder: [Name of the decedent] — Account Type: Certificatdepositssi— - Account Number: [Account Number] — Approximate Balance: [Balance, if known] We understand that your bank has its specific procedures for handling such cases, and we kindly request that you provide us with the necessary information and documentation needed to facilitate the necessary account management tasks. This may include providing details on required legal documentation, identifying authorized individuals, and outlining the process to close or transfer the funds to the designated beneficiaries or estate account. Additionally, we would appreciate any information on potential fees, penalties, or required documents when closing the above-mentioned accounts. We have also initiated the legal process of probate and have appointed [Name and contact information of the executor or administrator], who is authorized to act on behalf of the estate. Kindly provide instructions on how to proceed in assisting them with the necessary tasks. Finally, please ensure that all account statements and correspondence are forwarded to the following address: [Executor/Administrator Name] [Executor/Administrator Address] [City, State, ZIP Code] We remain committed to fulfilling all necessary requirements in settling the affairs of the estate. Your prompt assistance and guidance are greatly appreciated during this challenging time for our family. We kindly request that you acknowledge receipt of this letter and provide information regarding the documents and steps required to handle the above-mentioned accounts at your earliest convenience. Should you have any questions or require additional information, please feel free to contact me at [Phone Number] or [Email Address]. Thank you for your understanding and cooperation. Sincerely, [Your Name] [Your Address] [City, State, ZIP Code] [Phone Number] [Email Address]
