Death Claim Letter Format for Bank: Know How to Write with Samples

If you are a nominee of your parent’s bank account and you want to claim a settlement for the same, then you will have to write a letter to the bank. It is a reality that we have to meet our near and dear one’s deaths at some point or the other, therefore, the bank’s facility to have a nominee is really helpful when our parents or husband or wife die. You can write a death claim application letter for the bank explaining the demise of your dear ones requesting for the settlement. Read the below article to know the death claim letter format for the bank and the samples for the same.

What is a Death Claim Application Letter for Bank?

A death claim application letter for a bank is basically a letter to the bank stating that the account holder has been deceased and you, being the nominee, will be either handling the account or getting the settlement done. The death intimation letter format to the bank is similar to that of the application for bank settlement as it will also be written to the branch manager of the bank. To know the death claim letter format for a bank in detail, check the below format and samples.

Sample Letter to Bank for Death of Account Holder

The sample letter to the bank for the death of the account holder has been provided below for your reference. The application should be written following the formal letter format. Check the samples provided below for your reference.

Death Information Letter Sample

Akash Reddy

564 Sahid Nagar

Bhubaneswar

Date: 21st February 2022

The Branch Manager

ICICI Bank

Sahid Nagar Branch

Bhubaneswar, Odisha

Sub: Informing about the demise of my parent

Dear Sir/Madam,

With earnest grief, I am Akash Reddy, holding a current account with number XXXXXXXXXX, beg to state that my mother passed away on 10th February 2022 due to cardiac arrest. I kindly request you to update the information in my bank account at the earliest.

I am attaching her death certificate and other relevant documents for your reference, and I shall be highly obliged for the same.

Thank you.

Yours sincerely

(Signature)

AKASH REDDY

Contact number- 8888888888

Mail – [email protected]

Account number- XXXXXXXXXX

Attachments:

  • Aadhar card
  • Mother’s death certificate
  • Bank passbook

Sample Letter to Bank for Death of Joint Account Holder

Akshita Sharma

54, Lane-6, Sector 8

Patparganj, New Delhi

Date: 21st February 2022

The Branch Manager

Axis Bank

East Marg Branch

Patparganj, New Delhi

Sub: Request to handle the bank account after the demise as a nominee

Respected Sir/Madam,

With earnest grief, I, Akshita Sharma, daughter of Satej Sharma and Namita Sharma, beg to state that my parents passed away on the 18th of February 2022 due to a car accident. Since I have been the nominee for a long period of time of their joint account, I shall be handling the account on their behalf. I request you to kindly update the information in their account with account number XXXXXXXXX and send the details to me at the same address. I have fulfilled the requirements asked to do as a nominee.

I am attaching a copy of the death certificate and other relevant documents for your reference along with this letter. I shall be highly obliged if the above-mentioned information can be updated soon.

Thank you.

Yours faithfully

(Signature)

AKSHITA SHARMA

Attachments:

  • Death certificate
  • Bank passbook
  • Copy of ID card (Aadhar card, Voter ID, etc.)
  • Residential proof of both.

Frequently Asked Questions on Death Claim Letter Format for Bank

What is the Death Claim Letter Format for banks?

A death claim letter format for banks is similar to that of other applications to banks. The letter shall include details like the information regarding the bank account, relation with the nominee, date of death of the nominator, etc. The letter shall start with the sender’s address, date, bank’s address, and with a salutation. The letter should be sent along with the death certificate and other relevant documents attached to it.

How can I update the details of my deceased parents in my bank account?

You can write a letter to the bank explaining about your deceased parents and requesting them to update the same in your bank account. You can attach the death certificate and other relevant documents along with the letter for their reference.

What are the documents required for the settlement of the joint account of my deceased parents?

If you want a final settlement of the joint account of your parents, then you will have to write a letter to the bank informing them about their deaths. The documents needed are a death certificate, residential proof, bank passbook, etc.

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