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My sister passed away last year and I have been the Administrator for her Estate Account and now it is time to close it. There is currently a Zero Balance and I do not foresee any future need for the account.
John, Gardernville, NV
September 11, 2015 03:46:06 PM
In reply to John, Gardernville, NV
Hi John, we are so sorry to hear about your sister's passing. We would be glad to help point you in the right direction.
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 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 sister 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 sister'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 the information provided helps, John. Please take care!
Justin B, Mount Laurel
September 11, 2015 03:47:05 PM