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What Documents Do I Need for a Deceased Parent's Bank Account? | NC

Pierce Law Group

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Q: What documents are needed to collect funds from a deceased parent's bank account? A: The first question is whether the bank account had a valid payable on death beneficiary. If it did, the bank will usually ask for a certified death certificate, your government identification, and the bank’s beneficiary claim forms. That may let the beneficiary collect the money directly, without opening a…

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