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How Do I Document No Bank Forms Were Issued After a Death? | NC

Pierce Law Group

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Q: How do I document that a bank did not issue additional account forms for a deceased person? A: Ask the bank for a dated email or letter identifying the deceased account holder, the accounts and time periods searched, the records requested, and the result of the search. The bank should clearly say whether additional forms were never issued, do not exist, or simply were not located. Those…

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