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[Your name]
[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
[Bank or building society name]
[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
[Date]
Dear Sir/Madam
Re [name of deceased]
Account number(s) [account number(s)]
I am the personal representative of [deceased] who died on [date]. I enclose a copy of the death certificate, which I’d be grateful if you would return once you have noted the details.
Please can you let me know:
• the balance on the account at the date of death
• the amount of interest paid during the current tax year up to the date of death and the amount of any tax deducted, and
• details of any outstanding direct debits or standing orders. I will instruct you separately about what to do about these.
Please let me know how to proceed from here and what further information you need.
Yours faithfully
[Your signature]
[Your name]
................
................
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