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Do i need to send it to the especific branch of the decedents or it could be any store in the State? What if I don't know where was the account opened?
July 21, 2015 08:34:40 PM
In reply to Maria, Landsdale
Thank you for writing to us at TD Helps, Maria. Please accept our heartfelt condolences during this difficult time.
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. With little details provided, there may be more information that we could be missing. Therefore, we recommend you visit a TD Bank Store or give us a call directly at 888-751-9000 to speak with a Customer Service Representative for further information. For locations and hours, please visit, http://bit.ly/TDStores.
Let us know if you have any other questions and take care!
Customer Service Team, Mount Laurel
July 21, 2015 08:35:31 PM
In reply to Customer Service, Mount Laurel
To what address are date of death value letters to be sent? I am the attorney and I do not want to access the account or close the account, I only need the date of death value for tax purposes.
Catherine, Broomall, PA
June 6, 2016 08:21:57 AM
In reply to Catherine, Broomall, PA
Thanks for joining in, Catherine.
We apologize for any inconvenience however we ask that you reach out to a TD Store near you for clarification in regards to your concerns. You are able to use the link we mention above to locate a TD Store near you.
We hope to hear from you soon and have a good day.
Megan K, Mount Laurel
June 6, 2016 08:22:09 AM