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Executor. What documentation, such as a Death Certificate, Short Form, etc. would TD Bank need in order to cut a cashier's check out to me, the Executor as payee? I'm the executor of an Estate, who is the payee on a TD drawn check and would like to cash in the form of a cashier check made out to me, the Executor. What documentation, such as a Death Certificate, Short Form, etc. would TD Bank need in order to cut a cashier's check out to me, the Executor as payee?
January 24, 2017 11:26:21 AM
In reply to Matthew, Malvern
Thank you so much for joining us on TD Helps, Matthew. We're happy to clear up some confusion.
An Executor or an Administrator of a decedent’s estate may access the account by stepping inside the nearest TD Store location to where the decedent lived. In order to access 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 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 (if applicable).
Please keep in mind; these documents do vary by State, which is why we recommend connecting with the TD Store closest to where the deceased lived in order to confirm if any additional documentation may be necessary. For locations and hours, please visit, http://go.td.com/TDStores.
If you have already provided this documentation and the account is established, you are able to make out checks or payments to anybody you need to. We ask that you kindly reach out to a Store location as any additional requirements may vary by State.
We are always here to help out, Matthew. Feel free to reach out to us with any additional questions.
Kris M, Mt. Laurel
January 24, 2017 11:26:35 AM