Personal Banking
Small Business Banking
Commercial Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
Olger, San Jose Costa Rica January 4, 2015 07:27:43 PM
1 Response
In reply to Olger, San Jose Costa Rica
Thanks for reaching out to us on TD Helps, Olger. We'd like to express our sincere condolences to you and your family. 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 for the 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 a 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 that these documents do vary by State. We recommend visiting the TD Bank Store closest to where your family member lived, or give us a call directly 24/7 at 888-751-9000 to speak with a Banking Specialist for further information. For locations and hours, please visit: http://bit.ly/TDStores. There may be alternative options to access their estate even if you are not able to make it into a TD Bank Store; please reach out to us so that we may best assist you given the circumstances. We hope this helps and please let us know if you have any additional questions, Olger. Take care.
Katherine G, Mount Laurel January 4, 2015 07:29:06 PM