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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

2 people recommended this | 5 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

In reply to Customer Service, Mount Laurel

If there are more than one Executor, do both have to go to the branch? At the same time and to the same branch?

Seena, Jenkintown, PA
December 6, 2017 12:44:33 PM

In reply to Seena, Jenkintown, PA

Thanks for joining in on the conversation today, Seena. Generally speaking, all Executors or Administrators of an Estate will need to visit a TD Store location, and be present together; however, as this information can vary on a case by case basis, we'd like to recommend that you connect with your nearest TD Store location for further clarification. If you'd like, you're welcome to use the link here: http://go.td.com/1f9DSJR to find your nearest location, as well as their lobby hours and contact information. Thanks again for stopping by today, Seena. Take care, and enjoy the rest of your day.

Brittany M, Mount Laurel
December 6, 2017 12:44:57 PM

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