This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Oregon Sample Letter to Bank regarding Accounts of Decedent Dear [Bank Name] representative, I hope this letter finds you well. I am writing to inform you about the passing of [Name of Decedent], who was an account holder with your esteemed institution. As the appointed representative of the decedent's estate, I am duty-bound to handle all financial matters on their behalf. Upon conducting a thorough assessment of the decedent's financial affairs, it has come to my attention that there may be multiple accounts held at your bank. I kindly request your cooperation and assistance in providing me with the necessary information and guidance to facilitate the closing and distribution of these accounts in accordance with Oregon state laws and regulations. To ensure a smooth transition, it would be greatly appreciated if you could furnish me with the following details pertaining to each account associated with the decedent: 1. Account Holder Details: — Full legal name of thdecedenten— - Date of birth — Social Security Numbe— - Contact information (address, phone number, email) 2. Account(s) Information: — Accounnumb's’ss(s— - Account type(s) - Balance(s) as of the date of death 3. Account Restriction Status: — Any restrictions on the accounts (such as joint accounts, trust accounts) — Instructions regarding operating instructions (sole signatory, multiple signatories) — Any beneficiaries mentioned in the account documentation 4. Required Documentation: — Your bank's specific requirements for handling accounts of deceased individuals in the state of Oregon — A checklist of documents needed for the verification and closure process — Instructions for submitting the necessary paperwork I would appreciate if you could inform me of any supporting documents, forms, or affidavits that need to be completed to transfer the funds from the decedent's accounts to the designated legal representative's account. Please note that as per applicable laws and regulations, it is crucial to maintain the confidentiality of the decedent's information during this process. I assure you that all information provided will be used solely for matters relating to the settlement of the estate. Should you have any further queries or require additional information, please do not hesitate to contact me at [Your Contact Information]. Your prompt attention and cooperation in this matter would be much appreciated. Thank you for your understanding and support in assisting with the necessary arrangements during this difficult time. Sincerely, [Your Name] [Your Title/Position] [Your Contact Information]
