This form is a sample letter in Word format covering the subject matter of the title of the form.
[Your Name] [Your Address] [City, State, ZIP] [Date] [Bank Name] [Bank Address] [City, State, ZIP] Subject: Mississippi Sample Letter to Bank concerning Accounts of Decedent Dear [Bank's Name], I hope this letter finds you well. I am writing to inform you of the passing of my relative, [Decedent's Full Name], who was an account holder with your esteemed institution. As the appointed executor of their estate, it is my responsibility to manage their financial affairs and make the necessary arrangements. I kindly request your valuable assistance in providing the necessary documentation and guidance to proceed with the administration of the accounts held by the decedent, whose details are as follows: 1. [Account Type]: [Account Number] — [Brief Description of the Account and its terms] — [If there are any co-owners or beneficiaries, mention their names] 2. [Account Type]: [Account Number] — [Brief Description of the Account and its terms] — [If there are any co-owners or beneficiaries, mention their names] In order to settle the estate in accordance with the legal requirements, I humbly request the following information and documentation from your end: 1. Certified copies of the account statements for the past [duration, e.g., 12 months] of all accounts held in the name of the decedent. 2. Information about any outstanding loans, lines of credit, or mortgages associated with the decedent's accounts, if applicable. 3. Guidance on any specific bank procedures, forms, or requirements to be followed when transferring the assets and closing the accounts. 4. Confirmation of the balance available in each account as of the date of the decedent's passing. 5. Any other relevant documents or instructions that may assist in the administration of the decedent's accounts. I would greatly appreciate it if you could provide the requested information within [reasonable timeframe, e.g., 30 days] to ensure timely and efficient estate administration. Additionally, if there are any fees or charges related to these requests, please inform me, so that appropriate arrangements can be made. Kindly note that all actions taken in relation to the decedent's accounts will strictly comply with the laws of the State of Mississippi and any applicable federal regulations. Please do not hesitate to contact me at [Your Phone Number] or [Your Email Address] to discuss any further requirements or to address any concerns you may have. Thank you for your attention to this matter, and I sincerely appreciate your cooperation during this difficult time. Yours faithfully, [Your Name]
