Free Sole Distributee Affidavit Template

Sole Distributee Affidavit

I, [YOUR NAME], hereby declare under penalty of perjury and with full understanding of the consequences of making false statements, that I am the sole rightful heir of the estate of [DECEASED PERSON'S NAME], who passed away on [DATE OF DEATH]. I am submitting this Sole Distributee Affidavit to inform [BANK NAME] about the bank accounts and financial assets held by the deceased.

I affirm that I am the [RELATIONSHIP TO THE DECEASED] of the deceased, and to the best of my knowledge, there are no other legal heirs entitled to claim the assets held by [BANK NAME] in the name of the deceased.

Below is a list of the relevant bank accounts and financial assets held by [DECEASED PERSON'S NAME] at [BANK NAME]:

  1. Account Type: [ACCOUNT TYPE]

    Account Number: [ACCOUNT NUMBER]

    Balance: [ACCOUNT BALANCE]

  2. Account Type: [ACCOUNT TYPE]

    Account Number: [ACCOUNT NUMBER]

    Balance: [ACCOUNT BALANCE]

I request [BANK NAME] to take necessary actions to transfer the funds/assets from the aforementioned accounts to me, [YOUR NAME], as the sole distributee and rightful heir of the deceased person's estate.

I understand that [BANK NAME] may require additional documentation to process the transfer of funds/assets, and I am willing to provide any further information or documents necessary to complete the process.

Please find attached a copy of the death certificate of [DECEASED PERSON'S NAME] for your reference and verification purposes.

Thank you for your prompt attention to this matter. Should you have any questions or require further clarification, please do not hesitate to contact me at the provided contact information.

[YOUR NAME]

Affiant

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