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An account closure request is a formal communication submitted by an account holder to a financial institution or service provider, notifying them of the account holder’s intent to transfer a specific account and providing the necessary information for the transfer process.
Subject: Request for Account Transfer Due To Death – [Name of the Departed]
Dear [Service Provider or Company Name],
I hope this email finds you well. I am writing to inform you of the recent passing of our [family member/friend/colleague], [Name of the Departed], who was an account holder with your organization.
In light of this, we kindly request your assistance in facilitating the transfer of the account currently held under the name of [Name of the Departed] to the new account holder, [New Account Holder’s Full Name].
Below are the details for your reference:
Deceased Account Holder’s Name: [Name of the Departed]
Deceased Account Number: [Account Number]
Relevant Account Information: [Any additional information that might help identify the account]
Transfer Recipient Account Holder’s Name: [New Account Holder’s Full Name]
Transfer Recipient Account Number: [New Account Number]
To streamline the process, we have attached a copy of the death certificate and any necessary legal documentation confirming the passing of [Name of the Departed].
We understand that there may be specific procedures and documentation required for this process. Please provide guidance on the steps we need to take or any forms that must be completed.
We appreciate your understanding and cooperation during this challenging time. If you require any further information or documentation, please do not hesitate to contact us at [Your Contact Information].
Thank you for your prompt attention to this matter.
Sincerely,
[Your Full Name] [Your Relationship to the Departed] [Your Contact Information]
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