![]() Either of these documents serves to confirm the identity of the deceased account holder and party/parties who have authority to handle the estate. These documents are issued by the court when formal probate of an estate is required under applicable state law. We'll work with you on what may be required specific to your needs.įor formal probate we may request court-issued letters testamentary or letters of administration appointing an executor or administrator. The laws of the state of residence of the deceased provide state-specific rules for requesting and transferring the deceased customer's funds, which may impose additional requirements. It depends on your specific circumstances. What other documents might Bank of America ask for? You may also fax the death certificate to 86 or mail it to: You can schedule an appointment schedule an appointment schedule an appointment at a financial center near you and bring the death certificate in person. How should I deliver the death certificate to Bank of America? ![]() The complexity of the estate and the number of institutions with which the deceased conducted business will help you determine the number of copies you need. It's a good idea to obtain multiple certified copies of the death certificate you're likely to be asked for one by various institutions as you go about settling the deceased's affairs. You may send a legible photocopy however, depending on the circumstances, we may require a certified copy.Ī certified copy of the death certificate is generally available from the funeral director who handled the deceased's funeral arrangements, or from the Registry of Births, Deaths and Marriages in the applicable state, county, parish or territory. The death certificate gives us the information needed to verify the identity and legal residence of our customer.Ĭan I send Bank of America a photocopy of the death certificate? Why do I need to provide Bank of America with a copy of the death certificate? ![]()
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