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Where do I send a request for date of death balances?

I work for the law firm that is handling the estate of one of your deceased members. What is the address for the department that would handle a date of death balance request?

Ashley, Leola
July 11, 2015 02:40:45 PM

1 person recommended this | 3 Responses

In reply to Ashley, Leola

Thanks for connecting with us on TD Helps, Ashley 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). In order to access 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, these documents may vary by State. We recommend that the Executor/Administrator visit a TD Bank Store to speak with a Banking Specialist for further information. For locations and hours, please visit: http://bit.ly/TDStores. Take care Ashley and let us know if you have any other questions.

Customer Service Team, Mount Laurel
July 11, 2015 03:04:04 PM

In reply to Customer Service, Mount Laurel

Do you charge a fee for a date of death valuation?

Mel, St. Louis
February 7, 2017 11:55:21 AM

In reply to Mel, St. Louis

Thanks for joining the conversation, Mel. In the event that you need to receive documentation of an account from a former account holder, there will not be a fee assessed. Take care Mel and let us know if you have any other questions.

Shanika A, Mount Laurel
February 7, 2017 11:56:13 AM

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