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It appears that the closest TDAmeritrade store is more than 3 hours away. Can this be completed by mail? I am both the executor of his estate and the beneficiary of his account. His name is Warren ****** and the account number is ***********
Megan, Virginia Beach
September 21, 2015 04:02:47 PM
1 person recommended this |
In reply to Megan, Virginia Beach
Welcome to the TD Helps community, Megan. We're sorry to hear about your father's passing.
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). If your father had a Checking or Savings account held at TD Bank, an Executor or an Administrator for the 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 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 recommend visiting the TD Bank Store closest to where your father 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.
Please note that TD Ameritrade and TD Bank operate under the same umbrella of TD Bank Group, but are separate institutions. If your father's account is with TD Ameritrade, we recommend that you contact TD Ameritrade directly at 800-400-3603. Here is a quick link to the TD Ameritrade web site too: http://bit.ly/1o5CpfJ.
We hope this is helpful, Megan and take care.
Colleen B, Mount Laurel
September 21, 2015 04:04:17 PM
1 person recommended this