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inPheonix and did not have a will. Her nearest relatives are my wife and I. How do we go about getting her funds transfered to her Canadian account?
Larry, Sault Ste Marie, Ontario, canada
December 7, 2015 07:43:41 PM
In reply to Larry, Sault Ste Marie, Ontario, canada
We're sorry to hear about your loss, Larry and we offer our sincere condolences.
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 of a 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 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. 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. Therefore, we recommend you visit a TD Bank Store or give us a call directly at 888-751-9000 to speak with a Banking Specialist for further information. To take a look at TD Stores and their hours please visit http://bit.ly/TDStores.
As you mention that your daughter is an account holder at TD in Canada as well, feel free to reach out to the Canadian TD Helps Team by visiting here: http://bit.ly/1QBOF4U or contact a Representative directly. To take a look at their contact options please visit http://bit.ly/1woOVay.
We hope this helps, Larry. Take care.
Megan K, Mount Laurel
December 7, 2015 07:44:00 PM