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Close Decedent account
I need to disburse and close the account of a deceased relative who resided in NJ. I live in Pittsburgh, PA with no TD Bank Store location near me. What are my options for finalizing and disbursing the account given I cannot physically go into a TD Bank location? I have to believe there are other options for people to handle this type of business without going into a location. Thank you for the help.
January 30, 2017 08:56:23 AM
In reply to Stephanie, Pittsburgh
Welcome to the TD Helps Community, Stephanie. We extend our condolences to your 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 https://go.td.com/1f9DSJR.
We hope this information helps, Stephanie and please take care.
Alara B, Mount Laurel
January 30, 2017 08:57:16 AM