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My Husband pass away and has a saving account what would I need to provide to close the account personal. Also it wasn't a joint account we are legally married would I be able to retrieve the saving funds as well? thank you
May 26, 2016 08:29:27 AM
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In reply to Patrizia, Bronx
We would like to express our sincere condolences, Patrizia. We're happy to help.
In the unfortunate event of a Customer’s passing, it is important for us 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.
Thanks for writing in Patrizia, and please take care.
Alara B, Mount Laurel
May 26, 2016 08:31:18 AM