This form is a sample letter in Word format covering the subject matter of the title of the form.
Next Of Kin Letter To Bank With Bank Of America
Category:
State:
Multi-State
Control #:
US-0034LTR
Format:
Word;
Rich Text
Instant download
Description
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How to fill out Sample Letter To Bank Concerning Accounts Of Decedent?
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FAQ
The account owner can change or add POD beneficiaries by signing in to Online Banking and selecting the account, then selecting Manage next to Beneficiaries in the Features menu or on the Information & Services tab. If you need additional assistance with this change, visit a financial center or contact us by phone.
Start the letter with your introduction and the reason for writing the letter. Moreover, request the bank manager to settle the deceased account. Additionally, you have to provide details like account numbers and other documents. Signature ? Use ?Faithfully? or ?Sincerely? as signatures and then mention your name.
Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. We'll also determine your role with the estate, update your contact information and provide a case reference number.
You may contact Estate Servicing at 888-689-4466 (Mon-Fri 9 a.m.-8 p.m. ET). You can schedule an appointment to discuss your situation with an associate in one of our financial centers. Please make sure you bring: The decedent's death certificate.
Joint accounts with rights of survivorship No Joint accounts are owned by more than one person. Most joint accounts are established with rights of survivorship, which means that any surviving owner(s) retain their ownership of the account after one owner dies.