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I need to close my mom's account and take what is in there. How do I do it? I have a letter authorizing me from the surrogate court.
February 21, 2016 07:15:32 PM
In reply to tracy, cranford
Thank you for submitting your question to TD Helps, Tracy. We're very sorry to hear about your loss.
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, during lobby hours to speak with a Customer Service Representative for further information. For locations and hours, please visit, http://bit.ly/TDStores.
We hope that this helps out, Tracy. Let us know if you have any other questions.
Kris M, Mt. Laurel
February 21, 2016 07:15:47 PM