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] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, ZIP] Subject: Request for Information Regarding Accounts of Decedent Dear [Bank Name], I hope this letter finds you well. I am writing to you as the executor of the estate of the late [Decedent's Name], who was a resident of South Dakota at the time of their passing. I would like to request information regarding any accounts and assets held by [Decedent's Name] at [Bank Name] in South Dakota. Furthermore, I would appreciate your assistance in providing the following information to facilitate the administration of the estate: 1. List of Accounts: Please provide a comprehensive list of all accounts held by [Decedent's Name] at [Bank Name]. This should include checking accounts, savings accounts, certificates of deposit (CDs), money market accounts, and any other financial products the decedent may have held with your bank. Please include account numbers, balances, and any other relevant information. 2. Account Statements: Kindly provide copies of the most recent account statements for each account identified in point 1. These statements will assist in verifying the accuracy of the information and allow us to reconcile the accounts with other estate records. 3. Safe Deposit Box: If [Decedent's Name] had a safe deposit box with your bank, please provide details regarding the box, its location, and any accompanying documentation that may assist in accessing and inventorying its contents. 4. Account Closure Procedures: In light of [Decedent's Name]'s passing, please outline the necessary documentation and procedures required to close the accounts and transfer the assets to the estate or designated beneficiaries. 5. Contact Information: Kindly provide the contact information of the appropriate department or individual at [Bank Name] who can assist us further with any inquiries or requirements concerning these accounts of the decedent. To expedite this process, please find attached a certified copy of [Decedent's Name]'s death certificate and any other necessary legal documents related to the administration of the estate. I understand that you may require additional documentation or forms for verification purposes, and I am willing to provide any necessary information to fulfill your requirements promptly. Please inform me of any fees associated with obtaining these account details, and I will arrange for payment accordingly. Thank you for your prompt attention to this matter. Your cooperation is greatly appreciated. Should you have any questions or require additional information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Yours sincerely, [Your Name] [Your Title/Executor of the Estate]
