This form is a sample letter in Word format covering the subject matter of the title of the form.
Travis Texas Sample Letter to Bank concerning Accounts of Decedent Dear [Bank Name], Subject: Accounts of the deceased customer [Name of Decedent], [Account Numbers] I hope this letter finds you well. I am writing to inform you about the recent demise of [Name of Decedent], a valued customer of your esteemed bank. As the executor/administrator of the estate of the decedent, I am reaching out to address the necessary formalities and procedures regarding their accounts held at your institution. First and foremost, I request that you please accept this letter as formal notification of the death of [Name of Decedent] and kindly update your records accordingly. I understand that the bank requires certain documents and information to process these account matters efficiently. In compliance with the state laws and regulations, please find attached the following documents: 1. Death certificate of [Name of Decedent]: A certified copy of the death certificate is enclosed, which serves as official proof of their passing. 2. Court-appointed documentation: A copy of the court-issued letters testamentary/letters of administration is also enclosed herewith, indicating my legal authority to act on behalf of the estate. 3. Identification documents: As per your bank's procedures, I am attaching relevant identification documents related to both the decedent and myself as the executor/administrator. These include copies of driver's licenses, social security cards, or passports. Considering the accounts held by [Name of Decedent] at your institution, please provide me with the following information: 1. Account status: Please inform me of the current status of each account, whether they are still active or require closing. 2. Account balances: Kindly provide updates on the balances of all the accounts. 3. Account transactions: If possible, I request a detailed statement of transactions for the past six months for each account. 4. Joint accounts: If any of the accounts are held jointly, please advise whether the account(s) will be accessible by the surviving account holder. Next, I kindly request that you guide me through the necessary procedures to facilitate the transfer of the funds held within the accounts of [Name of Decedent]. Please specify the required forms, documents, and any additional information that the bank may need to process these matters. If there are any outstanding loans, lines of credit, or other forms of debt associated with the deceased's accounts, please provide a final statement reflecting any outstanding balance, payment due dates, and instructions for repayment, if applicable. Moreover, I understand that you may offer additional services to assist in the administration of the decedent's accounts. If there are any specific services or resources your bank offers that can facilitate this process, I would appreciate your guidance and advice. I kindly ask for your utmost attention and expeditious response to this matter, as settling the decedent's affairs is of primary importance. I would like to thank you in advance for your cooperation and assistance during this challenging time. Please do not hesitate to reach out to me at [Your Contact Information] should you require any further clarification or documentation. Thank you for your prompt attention to this matter. Sincerely, [Your Name] [Executor/Administrator] [Address] [City, State, ZIP] [Contact Information]Travis Texas Sample Letter to Bank concerning Accounts of Decedent Dear [Bank Name], Subject: Accounts of the deceased customer [Name of Decedent], [Account Numbers] I hope this letter finds you well. I am writing to inform you about the recent demise of [Name of Decedent], a valued customer of your esteemed bank. As the executor/administrator of the estate of the decedent, I am reaching out to address the necessary formalities and procedures regarding their accounts held at your institution. First and foremost, I request that you please accept this letter as formal notification of the death of [Name of Decedent] and kindly update your records accordingly. I understand that the bank requires certain documents and information to process these account matters efficiently. In compliance with the state laws and regulations, please find attached the following documents: 1. Death certificate of [Name of Decedent]: A certified copy of the death certificate is enclosed, which serves as official proof of their passing. 2. Court-appointed documentation: A copy of the court-issued letters testamentary/letters of administration is also enclosed herewith, indicating my legal authority to act on behalf of the estate. 3. Identification documents: As per your bank's procedures, I am attaching relevant identification documents related to both the decedent and myself as the executor/administrator. These include copies of driver's licenses, social security cards, or passports. Considering the accounts held by [Name of Decedent] at your institution, please provide me with the following information: 1. Account status: Please inform me of the current status of each account, whether they are still active or require closing. 2. Account balances: Kindly provide updates on the balances of all the accounts. 3. Account transactions: If possible, I request a detailed statement of transactions for the past six months for each account. 4. Joint accounts: If any of the accounts are held jointly, please advise whether the account(s) will be accessible by the surviving account holder. Next, I kindly request that you guide me through the necessary procedures to facilitate the transfer of the funds held within the accounts of [Name of Decedent]. Please specify the required forms, documents, and any additional information that the bank may need to process these matters. If there are any outstanding loans, lines of credit, or other forms of debt associated with the deceased's accounts, please provide a final statement reflecting any outstanding balance, payment due dates, and instructions for repayment, if applicable. Moreover, I understand that you may offer additional services to assist in the administration of the decedent's accounts. If there are any specific services or resources your bank offers that can facilitate this process, I would appreciate your guidance and advice. I kindly ask for your utmost attention and expeditious response to this matter, as settling the decedent's affairs is of primary importance. I would like to thank you in advance for your cooperation and assistance during this challenging time. Please do not hesitate to reach out to me at [Your Contact Information] should you require any further clarification or documentation. Thank you for your prompt attention to this matter. Sincerely, [Your Name] [Executor/Administrator] [Address] [City, State, ZIP] [Contact Information]
