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I live in MA and my father lived in CT. As the administrator of his estate for the probate court I need copies of his bank statements for the past six months. Can this transaction be done via email?
January 12, 2017 01:55:28 PM
In reply to Janet, Boston
Thanks for contacting TD Helps today, Janet. We send our condolences, and we'll be happy to point you in the right direction.
If you are currently a signer on your father's account, you would have the option of requesting statements through our website by logging into your Online Banking. If you are not signed up for online banking, you may do so by clicking here: https://go.td.com/1lU2qfY. You will need the account number, debit card number and your social security number to enroll online. If you do not have one or more of these numbers, feel free to give us a call at 800-493-7562, and we’ll gladly help you set it up.
Once you’re signed up for online banking you may sign in to view and print your statements as far back as 5 years.
You’re also welcome to request the statements to be mailed to you. Give us a call at 888-751-9000, and we'll be happy to put in that request for you. Please know that if you are not currently a signer on your father's account, we ask that you please visit your nearest TD Store during lobby hours to speak with a Customer Service Representative. To take a look at our Store locations, as well as their hours and contact information, check out the link provided here: https://go.td.com/2jjSM8U.
The Executor or Administrator of your fathers account 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 a 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. Once the documents have been verified, and you have access to your fathers account, you may also request to receive statement copies from any Representative at the Store you decide to visit.
We hope this helps, Janet, and please enjoy the rest of your day.
Customer Service Team, Mount Laurel
January 12, 2017 01:58:13 PM