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Though legally married, my husband passed away with an active TD bank account. How can I get access?
Karen, New York City
July 9, 2015 01:33:53 PM
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In reply to Karen, New York City
Thanks for joining us here at TD Helps, Karen. We are sorry to hear about your loss and we hope you are doing 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 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 son 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. There may be alternative options to access your son's estate even if you are not able to make it into a TD Bank Store; please reach out to us so that we may best assist you given the circumstances.
We hope this helps, Karen. Should you need anything else, please do not hesitate to let us know. Have a good day.
Yen D, Mount Laurel
July 9, 2015 01:38:38 PM