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My father died earlier this month, and he lived in Colombia. I live in Norway and am visiting in Colombia now. Before he died he asked for help to transfer the money from his account to my sister's and mine. What documentation do you need and is it possible to arrange this from here? His wife has also been registered on his account, so it does not need to be closed, but kept only in her name after the transfer.
Best regards Lisette Iversen
Lisette, Stavanger, Norway
September 1, 2016 08:12:04 AM
In reply to Lisette, Stavanger, Norway
We offer our sincere apologies, Lisette, and we'll be sure to point you in the right direction.
In the unfortunate event of a Customer’s death, it is important for TD Bank to assist the family and/or the Executor/Administrator with our Customer’s account(s). An Executor or an Administrator of a decedent’s estate may access the account. In order to access the account or close the account of the deceased Customer, the Executor or Administrator must provide the following documentations to a TD Bank Store:
Photo identification, Copy of the Death Certificate, and an original Certificate of Letters Testamentary or Letters of Administration with raised seal dated within 60 days; and a Letter of Instructions signed by all the Executors or Administrators with signature guaranteed by another financial institution. The death certificate will provide date of death if the date-of-death balance for the account is requested.
Please keep in mind; these documents do vary by State. Therefore, we recommend you visit a TD Bank Store or give us a call directly at 856-751-9000 or 215-569-0518 collect from a landline telephone.
Keep in mind that only an authorized signer may schedule a transfer at this time. We apologize for any inconvenience.
We hope this helps, Lisette. Have a good day.
Megan K, Mount Laurel
September 1, 2016 08:12:21 AM