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.
RICHARD, SAINT LOUIS, MO
July 7, 2015 01:11:50 PM
In reply to RICHARD, SAINT LOUIS, MO
We appreciate you coming to TD Helps, Richard. We are sorry to hear about your loss and hope all is well.
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 for the decedent’s estate may access the account. In order to verify and account, 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 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. A signed Letter of Instruction requesting that the account be closed (with signature guaranteed by another Financial Institution if the instruction is by mail). 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.
We also recommend visiting the TD Bank Store closest to where your brother lived, or give us a call directly 24/7 at 888-751-9000 to speak with a Banking Specialist for further information. For locations and hours, please visit: http://bit.ly/TDStores.
We hope this helps, Richard. Please do not hesitate to let us know if you need anything else.
Yen D, Mount Laurel
July 7, 2015 01:17:26 PM
In reply to Yen, Mount Laurel
Is there an email address I send my information to? My brother died on June 29, 2014. I have the death certificate and signed documentation from the court in Fort Pearce, FL. There is no bank close by as I reside in St. Louis, MO. Need a phone number/email address I can contact someone at.
RICHARD, ST. LOUIS
July 9, 2015 11:48:47 AM
In reply to RICHARD, ST. LOUIS
Thanks for your reply, Richard.
We appreciate your concerns with this. For the privacy of our Customers' information, we apologize that we're not able to provide information regarding an account to anyone except the account signer. If you believe that your brother had an account or accounts with us, it would be necessary as the Executor or Administrator of his estate to present the documents we mentioned above at a TD Bank Store in the State in which he lived in order for us to provide you with any information or assist with the account maintenance.
We do understand that you're not in the area of a TD Bank Store right now and we apologize for these inconveniences. Since you mentioned that the court documentation came from Fort Pierce, FL, if your brother lived in this area we recommend reaching out to one of our Stores located there. Please see this page: http://bit.ly/1Sb6S5Q for a listing of our Stores in that area, which includes their contact information and hours of operation during which you can call. They'll be able to advise you of any other options you may have for assistance.
We hope this helps a bit, Richard and we apologize again for your loss. We wish you and your family the best, take care.
Kristen P, Mount Laurel
July 9, 2015 11:55:17 AM