Small Business 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.
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?
July 11, 2015 02:40:45 PM
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