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 Community 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 your local branch to discuss the list of required documents. Next, bring the required documents to yourlocal branch to initiate next steps.
Be ready for anything with an account from Community Bank
Community Bank offers a variety of deposit and savings accounts for all stages of life.
Checking Savings IRAs Money Markets Health Savings
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