Writing sample and format to inform a bank about the death of an account holder or joint account holder.
1. Write a sample letter to inform a bank about the death of an account holder.
Neha Sharma
A-123, Green Park Colony
New Delhi – 110016
Phone: 9876543210
Email: nehasharma123@gmail.com
Date: 19/01/2025
To,
The Branch Manager
State Bank of India
Rajouri Garden Branch
New Delhi – 110027
Subject: Intimation of Death of Account Holder and Request for Account Closure
Dear Sir/Madam,
I am writing to inform you of the sad demise of Mr. Rajesh Sharma, who held an account with your bank under the account number 9876543210. He passed away on 10/01/2025, and I am enclosing the death certificate for your reference.
As Mr. Rajesh Sharma’s daughter, I would kindly request you to guide me through the necessary steps for closing the account and settling any remaining balance.
Please let me know if you require any additional documents or formalities to proceed with this process. I would appreciate it if you could expedite the closure as soon as possible and inform me of any further actions needed.
I look forward to your prompt assistance in this matter.
Thank you for your cooperation.
Yours faithfully,
Neha Sharma
Daughter of Mr. Rajesh Sharma
Enclosures:
- Death Certificate Copy
- Identification Proof (Aadhar Card Copy)
2. Write a Sample letter to Bank about the death of joint account holder.
Rohan Verma
B-12, Shastri Nagar
Meerut, Uttar Pradesh – 250004
Phone: 9876543210
Email: rohanverma@email.com
Date: 25/01/2025
To,
The Branch Manager
Punjab National Bank
Shastri Nagar Branch
Meerut, Uttar Pradesh – 250004
Subject: Intimation of Death of Joint Account Holder and Request for Account Update
Dear Sir/Madam,
I am writing to inform you of the unfortunate demise of Mrs. Sunita Verma, who was a joint holder of the account numbered 1234567890 with me at your bank. She passed away on 10/01/2025, and I am enclosing a copy of the death certificate for your reference.
As the surviving account holder, I would like to request your assistance in updating the account accordingly. Kindly let me know the necessary formalities or documentation required to complete this process. I would also appreciate any guidance on how to proceed with managing the account moving forward.
Please let me know if any further information is required. I look forward to your prompt assistance in handling this matter.
Thank you for your cooperation.
Yours faithfully,
Rohan Verma
Husband of Mrs. Sunita Verma
Enclosures:
- Death Certificate Copy
- Identification Proof (Aadhar Card Copy)