Free Bank Confirmation Letter

The executor or personal representative of an estate writes this letter to a bank or other financial institution to request verification of the deceased individual's account at that institution. This letter may also be sent to confirm or inquire if the decedent held an account at a financial institution at the time of his or her death.

Use the Bank Confirmation Letter document if:
  • You want to confirm a decedent's account numbers and balances of accounts with a financial institution.
  • You want to determine if the decedent owns any accounts with the financial institution.
  • You want to ensure all of the decedent's accounts are included in the estate.
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