When a particular customer of a bank who also happens to be a close someone of you passes away due to any reason, unfortunately, it becomes important for you to inform that particular bank immediately and see to the other necessary processes as well, which you would require to do now after the expiry of that dear one.
Framing such a letter, you need to be very careful as it will be addressed to the bank, and to help you with this, I have come up with some sample letters.
Template: 1
Death Information Letter to Bank
[From]
[Address]
To,
[Address]
Subject: Letter to Inform Bank About a Death of A Customer
Respected sir/madam,
I would like to inform you that (mention candidate name) had an account in your bank (mention account number) and has passed away on (mention date) due to an accident at (mention place and time).
He/she was an employee at your bank (mention branch name). I am writing this on behalf of (mention candidate name); I request the bank to transfer the bank account from him/her to his/her family member account (mention account number) and (mention relation of the candidate with the person).
If there are any further formalities that need to be done, do let me know. You can reach me at (mention phone number) or by email (mention email address).
I shall be grateful to you if the procedure of account transferring can be done as soon as possible. Since the family is facing many financial problems after the death of the person.
Looking forward to your response.
Thanking you
Sincerely,
[Sender Name]
Download Template :
(pdf, docs, ODT, RTF, txt, HTML, Epub, Etc)
Template: 2
Death Information Letter to Bank
[Mention the name of the sender]
[Mention the Address of the sender]
[Mention the contact information of the sender]
[Date]
To,
The bank manager
[Mention the address of the bank]
[Mention the contact information of the bank]
Subject- Information About the Death of The Bank Account Holder
Dear [Mention the name of the bank manager]
I am writing this letter to you to let you know that Mr. [mention the name of the bank account holder] having an account in your bank [mention the bank account number] has succumbed to death on the [mention the date].
Due to a [mention the reason of death], we have lost our beloved [mention the relation of the sender to the bank account holder]. As he was the only source of income in our family, we are struggling very hard each day for his loss and our survival.
This is to let you know that he has left all of us [mention the names of all the nominees] here alone, and we are facing a severe financial crisis.
Here is my earnest request to you to please permit to withdraw the amount, as I am the nominee of his bank account.
I have attached the death certificate, his account book, and all the relevant documents with this letter further, I would like to request you to please let me know if any other documents are needed.
I will provide it to you. Kindly make the process faster as our family is really trying hard to survive. We will never forget your act of kindness.
With regards,
[Hand-Written Signature of the sender]
[Date and place].
Download Template :
(pdf, docs, ODT, RTF, txt, HTML, Epub, Etc)
Template: 3
Death Information Letter to Bank
[Mention the name of the sender]
[Mention the Address of the sender]
[Mention the contact information of the sender]
[Date]
To,
The bank manager
[Mention the address of the bank]
[Mention the contact information of the bank]
Subject- Letter Regarding the Demise of Your Bank Account Holder
Dear [Mention the name of the bank manager]
We are very sorry to inform you that Mr. [mention the name of the deceased person], having an account number [mention the bank account number] has lost his battle with death on the [mention the date].
As per the bank’s policy, if the death is due to [mention the reason], the family of the deceased will get the total amount inherited automatically.
As we have lost our [mention the name of the deceased] in [mention the reason of death], we do not want to lose any other person in this same manner.
Thus, as a family and also the nominee of the bank account number [mention the bank account number], we have decided to donate the total amount to the charitable fund that helps to rescue people from the [mention the reason of death].
On behalf of our family, we would request you to please grant the amount to the charitable fund account number [mention the account number with the ACH routing number].
It would mean a lot if you kindly take some time from your busy schedules and process this request from our family.
We will forever be indebted to you for this help!
With regards,
[Hand-Written Signature of the sender]
[Date and place].
Download Template :
(pdf, docs, ODT, RTF, txt, HTML, Epub, Etc)
Similar Posts:
- Bank Authorization Letter: 6 Free Templates
- Refund Request Letter: 22 Templates and Emails
- How to Write a Condolence Letter: 25 Templates
- Bank Account Closing Letter: 7 Templates
- How to Write a Transfer Letter: 34 Templates
- Withdrawal Authorization Letter: 4 Free Templates
- Farewell Manager Letter: 75 Templates
- How to Write a Claim Letter: 35+ Free Templates
- How to Write Approval Letter: 54+Template
- Not Receiving SMS Alerts Complaint Letter: 4 Templates
“Business, marketing, and blogging – these three words describe me the best. I am the founder of Burban Branding and Media, and a self-taught marketer with 10 years of experience. My passion lies in helping startups enhance their business through marketing, HR, leadership, and finance. I am on a mission to assist businesses in achieving their goals.”