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When someone dies can you freeze the account until PR papers are issued from the court
November 8, 2016 07:59:38 AM
In reply to Fiona, Woburn
Good morning, Fiona. We're very sorry for your loss.
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 888-751-9000 to speak with a Customer Service Representative for further information. For locations and hours, please visit, http://go.td.com/1f9DSJR.
We hope this helps a little, Fiona. Take care.
LiShu R, Mount Laurel
November 8, 2016 08:00:34 AM