Sample letter to bank for Death of account holder

When a loved one dies, it’s often difficult to know what to do next. If the deceased had a bank account, you’ll need to take care of closing it out.

In this article, we will provide a guide on how to write a letter to your bank when someone dies, as well as some example letters that you can use as a template.

Pro Tip: Make sure to ask for a death certificate or obituary as proof of death so that the bank can close the account without any delays.

Points to include in this letter :

-Your full name and address

-The account holder’s full name

-The account number

-Date of death

-Your relationship with the deceased

-Proof of death certificate or obituary

-Your signature


Example 1. Sample letter to bank for death of account holder

Dear ____,

I am writing to request the closure of the account of _____. _____ died on _____, and I am now the executor of their estate. As such, I would like to close their account and have any remaining balance transferred to the estate’s account.

Please let me know if you need any additional information or documentation. Thank you for your time and assistance.

Sincerely,

___


Example 2. Sample letter to bank for death of account holder

(Executor’s name)

Dear [Name of Bank],

I am writing to notify you of the death of my husband/wife, [deceased name]. His/her account with your bank was in good standing at the time of his/her passing, and I would like to request that the account be closed.

I have enclosed a copy of the death certificate as well as a copy of the will, which names me as the executor. If you have any questions or require any additional documentation, please do not hesitate to contact me at [phone number] or [email address]. Thank you for your assistance during this difficult time.

Sincerely,

[Your Name]


Example 3. Sample letter to bank for death of account holder

Dear Bank Manager,

I am writing to inform you of the death of (name). (He/she) was an account holder at your bank, with the following account number: (account number). The date of death was (date).

I am (relationship to deceased), and I am enclosing a copy of the death certificate/obituary as proof. I would like to close out the account and have any remaining funds transferred to my account, which is (account number).

Thank you for your time.

Sincerely,

(Your name)

Enclosures:

-Death certificate/obituary

-Proof of executor status (if applicable)

-Your ID (driver’s license, passport, etc.)


I hope this article is very helpful for you to write a letter to bank for death of account holder. I have tried my best to give you all the information related to this topic in this article. You can use these sample letters as a template to write your own letter. If you have any questions, please feel free to contact us.

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