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My office is handling the probate of an estate and the deceased person had an account with TD Bank that we need to close. A probate has been established and I need to know where documents and correspondence should be sent. Do you have a deceased account holder division or legal department to which documents should be sent? Or should I just send everything to a local branch?
Brenda, Coral Springs
July 16, 2015 12:51:56 PM
2 people recommended this |
In reply to Brenda, Coral Springs
Thank you for reaching out to us, Brenda. We extend our condolences to our Customer's family and would be glad to help.
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 reach out to a Store directly to determine if any additional documents are necessary. To take a look at TD Stores by State and their contact numbers, please visit http://bit.ly/TDStores.
We hope this helps, Brenda. Take care.
Megan K, Mount Laurel
July 16, 2015 12:52:40 PM
3 people recommended this