Losing a loved one is emotionally painful, and in such difficult times, dealing with formal paperwork can feel overwhelming. One important step is notifying the deceased person’s bank and requesting the settlement of any claims, such as savings, fixed deposits, or insurance policies. A death claim letter helps initiate this process by formally informing the bank or relevant institution.
In this article, you’ll find sample formats for writing a death claim letter to a bank, along with different variations for insurance companies, banks like SBI, and letters in regional languages. Each sample is written in simple English to assist people who may not be familiar with formal writing.
Sample Death Claim Letter Format for Bank
Date: {insert date}
To,
The Manager,
[Bank Name],
[Branch Address]
Subject: Application for Death Claim Settlement
Dear Sir/Madam,
I am writing to inform you about the unfortunate demise of Mr./Mrs. [Name of Deceased], who was maintaining a savings/fixed deposit account with your bank under account number [Account Number]. He/She passed away on [Date of Death], and I am submitting this letter to request the claim settlement process to be initiated.
Please find attached the required documents, including the death certificate and proof of identity. I kindly request you to guide me through the next steps for the claim process.
Sincerely,
[Your Full Name]
[Your Relationship to Deceased]
[Contact Number]
[Address]
[Your Bank Account Number, if needed]
Death Claim Letter Format for LIC
Date: {insert date}
To,
The Branch Manager,
LIC of India,
[Branch Address]
Subject: Request for Death Claim Settlement
Respected Sir/Madam,
I regret to inform you that the policyholder, Mr./Mrs. [Deceased’s Name], holder of LIC policy number [Policy Number], passed away on [Date]. I am the nominee/legal heir and would like to initiate the death claim procedure.
Attached are the necessary documents, including a copy of the death certificate, identity proof, and the original policy document.
Kindly process the claim at your earliest convenience.
Sincerely,
[Your Name]
[Relation to Policyholder]
[Contact Information]
Death Claim Letter Format for Company
Date: {insert date}
To,
The HR Manager,
[Company Name],
[Company Address]
Subject: Request for Death Benefit Claim
Dear Sir/Madam,
I am writing to request the release of pending dues and death benefits of my [relation], Mr./Mrs. [Name], who was employed with your company as [Designation]. He/She passed away on [Date].
I request you to kindly provide details of any outstanding salary, gratuity, PF, or insurance coverage that may be processed. Enclosed are the necessary documents for your reference.
Sincerely,
[Your Name]
[Relation]
[Contact Number]
Death Claim Letter Format for SBI Bank
Date: {insert date}
To,
The Branch Manager,
State Bank of India,
[Branch Address]
Subject: Application for Claim Settlement Due to Death
Respected Sir/Madam,
I would like to bring to your attention that my [relation], Mr./Mrs. [Name], who held account number [Number] with your branch, has passed away on [Date].
I request you to kindly guide me through the claim settlement procedure. All necessary documents including the death certificate are attached.
Sincerely,
[Your Name]
[Contact Information]
Death Certificate Request Letter Format in English
Date: {insert date}
To,
The Registrar,
Municipal Corporation,
[City Name]
Subject: Request for Issuance of Death Certificate
Respected Sir/Madam,
I am writing to request the official death certificate of Mr./Mrs. [Name], who passed away on [Date], at [Location]. We need the certificate for legal and bank claim purposes.
Kindly issue the death certificate at the earliest. Required documents are enclosed.
Sincerely,
[Your Name]
[Address]
[Contact Number]
Death Claim Letter Format for Bank in Tamil
தேதி:
முக்கிய மேலாளருக்கு,
[வங்கி பெயர்],
[கிளை முகவரி]
தலைப்பு: இறப்புத் தொந்தரவு நிவாரணம் கோரும் விண்ணப்பம்
மிகுந்த வருத்தத்துடன் தெரிவித்துக் கொள்கிறேன், [உறவுமுறை] [பெயர்] [தேதி] அன்று காலமானார். அவர் உங்கள் வங்கியில் [கணக்கு எண்] கொண்ட கணக்கதாரராக இருந்தார்.
தயவுசெய்து இறப்புத் தொந்தரவு நிவாரணத்தை வழங்கும்படி கேட்டுக்கொள்கிறேன்.
மரியாதையுடன்,
[உங்கள் பெயர்]
[தொடர்பு எண்]
Death Claim Letter Format for Bank in Hindi
दिनांक:
प्रबंधक महोदय,
[बैंक का नाम],
[शाखा का पता]
विषय: मृत्यु दावा के लिए आवेदन पत्र
महोदय,
मैं आपको सूचित करना चाहता/चाहती हूँ कि मेरे [रिश्ते का नाम] श्री/श्रीमती [नाम] का निधन [तारीख] को हो गया है। वह आपके बैंक में खाता संख्या [खाता संख्या] के साथ ग्राहक थे।
मैं अनुरोध करता/करती हूँ कि कृपया मृत्यु दावा प्रक्रिया प्रारंभ की जाए। आवश्यक दस्तावेज़ संलग्न हैं।
सादर,
[आपका नाम]
[संपर्क विवरण]
Death Claim Letter Format for Bank in Marathi
दिनांक:
प्रबंधक,
[बँकेचे नाव],
[शाखेचा पत्ता]
विषय: मृत्यू दावा अर्ज
महोदय/महोदया,
माझ्या [नातेवाईकाचे नाते] श्री/श्रीमती [नाव] यांचे [तारीख] रोजी निधन झाले. त्यांचे बँकेत [खाते क्रमांक] हे खाते होते.
मृत्यू दावा प्रक्रिया सुरु करण्याची विनंती करतो/करते. सर्व आवश्यक कागदपत्रे संलग्न केले आहेत.
आपला नम्र,
[तुमचे नाव]
[संपर्क माहिती]
Letter Format to Bank Manager for Death Claim
Date: {insert date}
To,
The Bank Manager,
[Bank Name],
[Branch Address]
Subject: Request for Death Claim
Dear Sir/Madam,
I request your assistance in initiating the death claim process for Mr./Mrs. [Name], who held account number [Account Number] with your bank and passed away on [Date]. I am the nominee/legal heir.
Please advise on the process and required documentation.
Sincerely,
[Your Name]
[Contact Number]
How to Write Death Claim Letter
- Use a respectful tone – Keep the tone formal and polite.
- Mention all necessary details – Include the deceased’s full name, account/policy number, and date of death.
- Attach valid documents – Death certificate, proof of identity, relationship proof, etc.
- Include your contact information – So the bank can reach out if required.
Structure & Format
To help you remember the key points:
- Start with Date
- Proper address (Bank Manager, LIC Office, etc.)
- Add a concise subject
- State your relationship with the deceased
- Mention reason for writing
- List documents submitted (death certificate, etc.)
- End politely with your contact details
FAQs
How to write a death claim letter to the bank?
Start with the date and address the bank manager. Mention the deceased’s name, account number, date of death, and your relationship. Request claim processing and attach the necessary documents.
What documents are required for a death claim in the bank?
Typically, you’ll need the original death certificate, identity proof of the claimant, account or policy details, and relationship proof.
Can I send the death claim letter by email?
Many banks accept email for initial intimation, but physical submission is often required for document verification.
Is the format different for SBI, LIC, or private companies?
The structure remains similar, but the exact required documents and procedure may vary depending on the organization.
Can I write the death claim letter in regional languages?
Yes, several banks accept applications in regional languages like Hindi, Tamil, or Marathi if accompanied by valid documents.