This form is a sample letter in Word format covering the subject matter of the title of the form.
Sample Letter To Close Bank Account Of Deceased Former Employee In Broward
Category:
State:
Multi-State
County:
Broward
Control #:
US-0034LTR
Format:
Word;
Rich Text
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FAQ
I/We hereby state that one of the joint Depositors Mr./Mrs. _______________ has expired on _____________ ('Deceased Depositor”). I/We request you to delete the name of Deceased Depositor and continue the FD in my /our name(s) with same mode of operations.
Respected Sir/Madam, I am writing to you with a heavy heart to inform you of the demise of my husband, Mr. Rajeev Singh, who had a savings account in your esteemed bank. It is a difficult time for our family, and I need to settle his financial affairs.
I, Your Name, hold a Savings Account in your bank. Due to some personal circumstances, I am unable to maintain the account and would like to close it. Please find the account passbook enclosed with this letter. I request you to initiate the account closure process at the earliest.
Dear (Bank Manager's Name/To Whom It May Concern), I am writing to request the closure of my bank account with the number (Account Number). I would like this account to be closed effective immediately. Please transfer any remaining balance to my new account at (New Bank Name and Account Details).
Respected Sir/Madam, I am writing to you with a heavy heart to inform you of the demise of my husband, Mr. Rajeev Singh, who had a savings account in your esteemed bank. It is a difficult time for our family, and I need to settle his financial affairs.
Basic identification & documentation Proof of death, such as certified copies of the death certificate. Documentation about the account and its owner, including the deceased's full legal name, Social Security number, and the bank account number.
I/We hereby state that one of the joint Depositors Mr./Mrs. _______________ has expired on _____________ ('Deceased Depositor”). I/We request you to delete the name of Deceased Depositor and continue the FD in my /our name(s) with same mode of operations.
You cannot manually remove someone from a joint bank account. You will have to inform the bank of your spouse's death. The bank may ask for the name of the deceased spouse, the person's birth date, and the relationship between the deceased and the survivor. Recommended: Do I Need A Financial Advisor?