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You asked: What do I need to manage or close a bank account of a deceased family member or friend

We matched that to: What do I need to manage or close a bank account of a deceased family member or friend?

The steps you take and documents you need to manage or close a loved one’s bank accounts depend on the laws of the state in which the decedent resided (not where the account was opened), your relationship to the decedent and the type of accounts the decedent owned at TD Bank.

To begin, you may be required to provide several different documents, including, but not limited to:

  • Photo ID
  • Death certificate
  • Short certificate
  • Various estate and state documents

The easiest way to know what you will need is to call Customer Service to get the list of required documents. Next, bring the required documents to your local TD Bank to initiate next steps.

 To speak with a Customer Service Representative 24/7, call 888-751-9000.

TD Bank serves customers who are deaf or hearing impaired and who use TTY (Text Telephone), Video Relay or other Operator Assisted Relay Services.

• All Relay Operator Assisted calls, please call 1-888-751-9000.

Customers calling abroad can reach Customer Service by dialing direct at 856-751-9000 or calling collect with operator assistance at 215-569-0518. Please note, this number is only intended to work overseas and will not work within the U.S.

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