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i was told i was beneficiary. will you send it to me soon
jack, santa paula
February 9, 2015 06:01:57 PM
In reply to jack, santa paula
Thank you for reaching out and please accept our heartfelt condolences to you and your family, Jack.
In the unfortunate event of a Customer’s death, it is important for us to assist your family and the Executor/Administrator with our Customer’s accounts. If you are listed as the beneficiary on an account on which the owner is now deceased, we'll be sure to let you know the steps that must must be taken.
First, to get the process started, the Executor or Administrator must provide the following documentation 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 the date of death if the date-of-death balance for the account is needed.
Please note that any documents needed can vary by State. Therefore, we recommend that you or the Executor/Administrator visit a TD Bank Store or give us a call directly at 888-751-9000 to speak with a Banking Specialist, to confirm what else may be needed prior to your visit. For Store locations and hours, please visit: http://bit.ly/TDStores.
We hope this will help, Jack and all the best to you and your family during this time. Take care.
Kristen P, Mount Laurel
February 9, 2015 06:04:41 PM