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 Code] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, ZIP Code] Subject: Account Information of Decedent — [Deceased's Full Name] Dear Sir/Madam, I am writing to inform you of the recent passing of an account holder, [Deceased's Full Name], who was a valued customer of your bank. Therefore, I kindly request your assistance in providing information and guidance regarding the accounts held by the deceased. To ensure a smooth transition of the deceased's financial matters, I would greatly appreciate your support and cooperation in providing the following information: 1. Account Details: — Account Holder's Full Name: [Deceased's Full Name] — Account Number(s): [List all known account numbers] — Account Types: [Specify types of accounts, such as savings, checking, investment, or certificates of deposit] — Account Balances: [If known, provide the approximate balances at the time of the deceased's passing] 2. Documentation Required: I understand that in order to proceed with the necessary legal procedures, certain documents will be required. Kindly advise me on the necessary paperwork needed to process the following: — Death Certificate: Please clarify the required format and the number of certified copies needed. — Prooexecutoroshipsip/Administration: If applicable, please specify the documents needed to establish my authority as the executor/administrator of the deceased's estate. — Will and Testament: If a will is on record with your bank, kindly provide information on how to proceed with its evaluation and the required documentation. — Any additional supporting documents: Please inform me if there are any other documents necessary to expedite this process. 3. Instructions for Account Closure or Transfer: — If the account balance permits, kindly guide me on the process of closing the accounts or transferring funds to the designated beneficiaries or estate accounts. — In case there are any specific forms or procedures that need to be followed, please provide detailed instructions. I understand that settling the financial affairs of the deceased customer can be a complex task. Thus, I appreciate your patience and prompt attention to this matter. Please contact me at the provided phone number or email if any additional information or documentation is required. Thank you for your understanding and cooperation during this difficult time. Your cooperation is crucial in helping us fulfill our responsibilities in accordance with South Carolina law. Yours sincerely, [Your Name] [Attachment: Copy of Death Certificate, if available]
