Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
Me and my father had an account together, I would like to close out account and have money transfer to my account at another facality. The reason being is he is now deceased as of July 13, 2015.
Lindell, Philadelphia, PA 19144
August 10, 2015 01:16:07 PM
In reply to Lindell, Philadelphia, PA 19144
We offer our sincere condolences, Lindell. We'll be sure to point you in the right direction during this difficult time.
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 Banking Specialist for further information. To take a look at TD Stores near you please visit, http://bit.ly/TDStores.
We hope this helps, Lindell and have a good afternoon.
Megan K, Mount Laurel
August 10, 2015 01:16:36 PM