This form is a sample letter in Word format covering the subject matter of the title of the form.
Sample Letter to Bank concerning Accounts of Decedent in New Hampshire [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, Zip Code] Dear [Bank Manager's Name], RE: Accounts of Decedent [Deceased's Full Name] Account Number: [Account Number] Date of Death: [Date of Death] I am writing to notify you of the recent passing of my [relationship to the decedent], [Deceased's Full Name]. To the best of my knowledge, the decedent held an account with your bank, and I am contacting you to initiate the necessary proceedings in order to settle the account. As the appointed personal representative of the decedent's estate, I request your assistance in providing me with essential information regarding the decedent's account and the subsequent steps required for the transfer of funds. Please find the following information and documents enclosed to aid in your assessment: 1. Certified copy of the death certificate of [Deceased's Full Name]. 2. Certified copy of the Letters of Administration/Probate, establishing my appointment as the personal representative of the decedent's estate. To expedite the process, I kindly request the following information and actions from your bank: 1. Provide a detailed statement of the account's balance as of the date of death. 2. Inform me of any outstanding loans or lines of credit connected to the account. 3. Advise me on the availability of any payable-on-death beneficiaries assigned to the account, if applicable. 4. Provide guidance on the necessary paperwork and forms required for the transfer of funds to the decedent's estate. 5. Outline any additional requirements specific to your bank's policies and procedures. Please note that any fees, charges, or other obligations accrued after the date of death should not be charged to the decedent's account but rather should be borne by the estate. I understand the importance of timely resolution and appreciate your assistance and cooperation in ensuring a smooth handling of the decedent's account. Please communicate with me via the contact details provided above, or alternatively, you may reach out to my attorney, [Attorney's Name] at [Attorney's Contact Information], who is representing the estate during this process. Thank you for your attention to this delicate matter. Your prompt response is sincerely appreciated. I look forward to receiving the requested information and working towards the expeditious settlement of the decedent's account. Yours sincerely, [Your Name] [Your Title/Role as Personal Representative of the Estate] [Enclosures: Death Certificate, Letters of Administration/Probate]
