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Jane, Madison nj
April 24, 2015 07:06:20 PM
In reply to Jane, Madison nj
Thank you for reaching out to us on TD Helps, Jane, and please accept our deepest condolences for your loss. We can help with discussing your question with you.
If you wish to continue to maintain the account you mention, you may certainly do so. If the account is a joint account you and your husband shared, we'd be happy to provide information you need if you would like to remove your husband's name listed as a signer.
In order to do so, you would need to visit any TD Bank Store to provide documentation such as a copy of the Death Certificate. In addition, other documentation may be required depending on the State, such as a 'Short Certificate,' 'Certificate of Letters Testamentary' or 'Letters of Administration,' for example. The Death Certificate will provide the date of death if the date-of-death balance for the account is needed.
Please note that as these documents vary by State, we recommend contacting your home Store directly, or calling us 24/7 at 888-751-9000 to confirm what documentation is needed. Click here: http://bit.ly/TDStores to find a TD Bank near you.
You may also feel free to close the account if you wish. If you have a current balance, you can send a request to close your account by mail. Please mail your written, signed, and notarized request to the Store location where you opened your account. For a listing of our Store locations please check out the link above. Please be sure to provide your account number so we may issue you a check for the remaining funds in your account as well as your final statement.
If your account has a zero balance, there are several options you can go about closing the account. Your first option is to contact our Banking Specialists directly at the number listed above.
You can also send us a secure message via your Online Banking. If you have not enrolled, you can do so for free by following this link: http://bit.ly/1lU2qfY. You will need your account number, Social Security number, your email address and your current TD ATM/Debit card. If you run into any problems enrolling or if you do not have a TD ATM/Debit card to enroll online, please call our Banking Specialists at the number listed above. Once you've successfully enrolled and after you log onto your Online Banking, on the left hand side, you should see and option to "Send a Secure Message" located in the “Message Center.'' As always, you can also stop by any TD Store for this request.
Then, if you wish to open a new account, we currently offer many ways in which you can open a new account with TD Bank. You can open the account online by selecting the "Open Account" box located beneath each specific Account by following this link: http://bit.ly/WrwMg7 . You could also speak with our Banking Specialists who are available 24/7 for your convenience. If you prefer, you may stop by any TD Store for further assistance on opening an Account. You may have your joint account closed and new individual account opened all at the same time.
We hope this helps you, Jane, and we welcome you back to TD Helps with any other questions.
Justin B, Mount Laurel
April 24, 2015 07:07:24 PM