Read the letter
YOUR FULL NAME
YOUR STREET ADDRESS
CITY, STATE ZIP
YOUR PHONE NUMBER
YOUR EMAIL
DATE
INSTITUTION NAME
DECEASED ACCOUNTS / ESTATE DEPARTMENT
STREET ADDRESS
CITY, STATE ZIP
Re: Notification of Death, Account Holder DECEDENT'S FULL LEGAL NAME
Date of Birth: DOB | Date of Death: DATE OF DEATH
Account Number(s): ACCOUNT NUMBER(S), if known
Social Security Number (last 4): XXX-XX-LAST4
To Whom It May Concern:
I am writing to notify you of the death of DECEDENT'S FULL LEGAL NAME on DATE OF DEATH. I am the court-appointed executor of the estate / named executor in the will / next of kin handling estate matters.
Please note the death on all accounts held by the decedent and advise me of the following:
- A complete list of all accounts (checking, savings, CDs, IRAs, safe deposit boxes) held solely or jointly by the decedent, with balances as of the date of death.
- Whether any accounts carry payable-on-death (POD) beneficiaries or joint owners with right of survivorship, and the names of those beneficiaries/owners.
- What documentation you require from me to proceed (I have enclosed a certified copy of the death certificate; Letters Testamentary will follow once issued by the probate court).
- The procedure for opening an estate account once Letters Testamentary are issued.
Please do not close any accounts at this time. Please direct all future correspondence regarding these accounts to me at the address above.
Thank you for your assistance during a difficult time.
Sincerely,
SIGNATURE
YOUR PRINTED NAME
YOUR TITLE: Executor of the Estate of DECEDENT'S NAME
Enclosures: Certified copy of death certificate