This form is a sample letter in Word format covering the subject matter of the title of the form.
Account Estate Bank With United In Montgomery
Category:
State:
Multi-State
County:
Montgomery
Control #:
US-0034LTR
Format:
Word;
Rich Text
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FAQ
Once you've been appointed executor or personal representative by the probate court, you'll probably want to open a bank account in the name of the estate. Usually, an account for an estate is registered in this or a similar way: "Estate of Gerald S. Smith, Deceased, Pamela S. Smith, executor."
How to open an estate account Step 1: Begin the probate process. The steps for beginning this process depend on the state in which the deceased person resided. Step 2: Obtain a tax ID number for the estate account. Step 3: Bring all required documents to the bank. Step 4: Open the estate account.
Today, and 33 acquisitions later, United Bankshares, Inc. has total assets of nearly $30 billion and more than 200 locations across eight states – Virginia, West Virginia, Maryland, Pennsylvania, Ohio, North Carolina, South Carolina, and Georgia as well as Washington, D.C. – each built on strong a foundation of ...
Any bank can handle an estate account. It isn't exactly rocket science, the main difference being the signer on the account was court-approved. Pick your favorite bank and go there.
The death certificate gives us the information needed to verify the identity and legal residence of our customer as well as confirm the date of death. Other legal documents. We may require additional documents such as a last will and testament, formal trust, birth or marriage certificate, or proof of legal name change.
United trust Bank (UTB) has an independent banking license and we are not affiliated with any other banks or building societies.
Just make an appointment at your local financial center and an associate will be happy to assist you. You'll need to provide your probate document and the EIN number to establish the account. These items may take additional time to resolve and/or require more documentation.
'Similar cultures': United Bankshares completes acquisition of Atlanta-based bank. United Bankshares, the parent company of United Bank, on Friday completed its acquisition of Atlanta-based Piedmont Bancorp, the parent company of Piedmont Bank, in a deal valued at $267 million.
Contact the bank in advance to ensure you arrive with the appropriate documents, but you'll likely need to bring a notarized or certified copy of the death certificate and proof of your identity, such as a driver's license or passport. You'll also need the decedent's legal name and Social Security number.