This form is a sample letter in Word format covering the subject matter of the title of the form.
Decedent Account Bank For Number In Travis
Category:
State:
Multi-State
County:
Travis
Control #:
US-0034LTR
Format:
Word;
Rich Text
Instant download
Description
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FAQ
The simplest way to find out whether someone opened an account in your name is to check your credit reports. They will list all accounts associated with your name and Social Security number.
You will need to provide documentation to prove both that the account holder died and you have the legal authority (as a designated beneficiary, joint account holder or executor/administrator) to access the account.
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.