The Affidavit For Deceased Bank Account is a fundamental document in Canadian estate administration, designed to facilitate the transfer or closure of banking accounts following an account holder's death. This sworn statement is typically required by Canadian financial institutions when an executor, administrator, or next of kin needs to access or manage a deceased person's bank accounts. The document becomes necessary when a bank account holder passes away and their account needs to be properly managed or closed as part of the estate administration process. It includes crucial details such as the deceased's personal information, account details, the deponent's authority to act, and relevant supporting documentation. The affidavit must comply with both federal banking regulations and provincial estate laws, making it a key document in ensuring proper handling of the deceased's financial affairs while protecting the interests of all parties involved.
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let tiktok成人版's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Title and Introduction: Identifies the document as an affidavit and includes the deponent's full name, address, and occupation
2. Deponent Information: Detailed information about the person making the affidavit, including their relationship to the deceased
3. Deceased's Information: Full details of the deceased person, including full legal name, last address, date of death, and other identifying information
4. Account Details: Information about the relevant bank account(s), including account numbers, types, and branch information
5. Authority Declaration: Statement of the deponent's legal authority to make claims about the account (e.g., as executor, administrator, or next of kin)
6. Death Verification: Confirmation of the death and details about the death certificate or other proof of death
7. Request Details: Specific requests regarding the account (e.g., closure, transfer, information access)
8. Supporting Documents: List of documents attached to support the affidavit
9. Truth Declaration: Standard declaration that all statements made in the affidavit are true
10. Signature Block: Space for deponent's signature, commissioner of oaths details, and official stamp
1. Multiple Account Declaration: Used when the deceased held multiple accounts at the institution
2. Joint Account Details: Required when the account(s) were held jointly with another person
3. Small Estate Declaration: Used when claiming funds under small estate provisions without formal probate
4. Beneficiary Information: Required when specific beneficiaries are named for the account
5. Indemnity Statement: Optional protection for the bank when releasing funds without formal probate
6. Foreign Jurisdiction Declaration: Required when the deceased was domiciled in another jurisdiction
1. Schedule A - Account Listing: Detailed list of all accounts held by the deceased at the institution
2. Schedule B - Document Index: List of all supporting documents attached to the affidavit
3. Schedule C - Beneficiary Details: If applicable, complete information about named beneficiaries
4. Appendix 1 - Certified Copy of Death Certificate: Authenticated copy of the death certificate
5. Appendix 2 - Letters of Administration/Probate: If applicable, copy of legal authority documentation
6. Appendix 3 - Identification Documents: Copies of required identification documents for the deponent
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking
Financial Services
Legal Services
Estate Administration
Wealth Management
Professional Services
Insurance
Relevant Teams
Legal
Compliance
Wealth Management
Estate Administration
Customer Service
Risk Management
Private Banking
Trust Services
Document Processing
Account Services
Relevant Roles
Estate Lawyer
Bank Branch Manager
Financial Advisor
Estate Administrator
Probate Clerk
Legal Assistant
Compliance Officer
Account Manager
Private Banker
Trust Officer
Wealth Management Advisor
Risk Management Officer
Find the exact document you need
Non Imputation Affidavit
A Canadian legal document where a corporate representative swears to having no knowledge of undisclosed title defects or claims affecting a property.
find out more
Lost Title Affidavit
A Canadian legal document sworn by a vehicle owner declaring the circumstances of a lost, stolen, or destroyed vehicle title certificate.
find out more
Owner Affidavit Form
A sworn legal document used in Canadian jurisdictions where property owners formally declare facts about their property ownership and related circumstances.
find out more
Affidavit Of Loss Document
A sworn legal declaration used in Canadian jurisdictions to formally attest to the loss of important documents and facilitate their replacement.
find out more
Affidavit Of Damage To Vehicle
A sworn legal document used in Canadian jurisdictions to formally declare and document vehicle damage details for insurance, legal, or administrative purposes.
find out more
Sworn Affidavit By Independent Trustee
A legally sworn statement by an independent trustee in Canada declaring their independence, actions, and compliance with trust duties and relevant federal and provincial laws.
find out more
Affidavit Of Publication Of Settlement
A Canadian legal document that verifies and proves the proper publication and distribution of a settlement notice in accordance with court requirements.
find out more
Affidavit For Transfer Without Probate
A Canadian legal document enabling transfer of assets from small estates without formal probate proceedings, used as a simplified alternative to full probate administration.
find out more
Affidavit Of Legal Beneficiaries
A sworn legal document used in Canadian jurisdictions to formally identify and document all legal beneficiaries of a deceased person's estate.
find out more
Affidavit Of Assets And Liabilities For Non Agrarian Deponents
A Canadian legal document providing a sworn statement of an individual's complete financial position, excluding agricultural assets, certified by appropriate legal authorities.
find out more
Proof Of Relationship Affidavit
A Canadian legal document containing sworn statements and evidence to formally verify and prove the existence and nature of a relationship between parties.
find out more
Marriage Letter For Immigration
A formal letter used in Canadian immigration processes to support spousal sponsorship applications by documenting the authenticity of a marriage relationship.
find out more
Affidavit Of Guardianship Requirements
A sworn legal document used in Canadian jurisdictions to establish or confirm a guardian's qualifications and commitments in caring for a child.
find out more
Affidavit Of Confirmation Of Sale
A Canadian legal document sworn before a commissioner of oaths or notary public that formally confirms and verifies the details and completion of a sale transaction.
find out more
Affidavit Of Business Closure
A sworn legal document used in Canadian jurisdictions to formally declare and document the closure of a business, including details of the closure process and settlement of business affairs.
find out more
Affidavit To Confirm Relationship
A Canadian legal document sworn under oath to officially verify and declare the existence and nature of a relationship between individuals.
find out more
Affidavit Of Support Documents & Financial Evidence
A notarized Canadian immigration document combining financial evidence and sworn statements to prove a sponsor's ability to support sponsored individuals.
find out more
Affidavit Of Late Registration
A sworn legal document used in Canada to register vital events after the standard registration period has expired, requiring official verification and supporting evidence.
find out more
Affidavit For Divorce
A sworn statement used in Canadian divorce proceedings that provides essential facts and evidence supporting a divorce application under federal and provincial law.
find out more
Marriage Support Letter From Friends
A formal testimonial document used in Canadian immigration processes to validate the authenticity of a marriage relationship through personal observations and evidence from friends.
find out more
Housing Affidavit Form
A legally binding sworn statement used in Canada for housing-related declarations and verifications, requiring execution before a Commissioner of Oaths and compliance with federal and provincial regulations.
find out more
Affidavit That All Accounts Are Prepaid
A Canadian legal document sworn under oath confirming that specified accounts have been paid in full.
find out more
Affidavit In Lieu
A legally binding sworn statement under Canadian law that serves as a substitute for unavailable original documentation or evidence.
find out more
Affidavit Of Loss Passport
A sworn statement used in Canada to officially declare a lost or stolen passport, required for obtaining a replacement passport from Passport Canada.
find out more
Certificate Of Non Foreign Status
A Canadian legal document certifying an individual's or entity's non-foreign status for tax and regulatory purposes under Canadian jurisdiction.
find out more
Affidavit Of Mutilation
A sworn statement used in Canada to declare the circumstances of document damage or destruction and support replacement applications.
find out more
Affidavit Of Legitimation
A sworn legal document used in Canadian jurisdictions to establish the legitimate status of a child born outside of marriage, typically following the parents' subsequent marriage.
find out more
Affidavit Of Change Color
A sworn legal document used in Canada to officially declare and record a change in vehicle color for registration and insurance purposes.
find out more
Affidavit Of Accident
A sworn legal document used in Canadian jurisdictions to provide an official, detailed account of an accident for insurance and legal purposes.
find out more
Sworn Affidavit For Passport
A Canadian legal document containing sworn statements to support passport applications or modifications, sworn before authorized officials under federal law.
find out more
Marriage Affidavit For Visa
A legally sworn statement under Canadian law verifying the authenticity of a marriage relationship for immigration visa purposes.
find out more
Joint Affidavit Of Two Witnesses
A Canadian legal document containing sworn testimony from two witnesses regarding the same facts or events, executed before a commissioner of oaths or notary public.
find out more
Damages Affidavit
A sworn legal document used in Canadian jurisdictions to formally document and verify claims for damages, including detailed evidence and calculations of losses.
find out more
Confirmatory Affidavit
A formal sworn document used in Canadian jurisdictions to confirm or verify previously made statements or existing documents, requiring proper execution before a qualified commissioner or notary.
find out more
Bona Fide Marriage Letter From Friends And Relatives
A formal support letter used in Canadian immigration proceedings to verify the authenticity of a marriage by friends or relatives who can attest to the genuine nature of the relationship.
find out more
Affidavit To Use The Surname Of The Father
A sworn legal document used in Canadian jurisdictions to formally request the change of a child's surname to that of their father.
find out more
Affidavit Of Two Disinterested Persons For Correction Of Name
A Canadian legal document featuring sworn statements from two unrelated witnesses to support the correction of a person's name in official records.
find out more
Affidavit Of Settlement
A sworn legal document used in Canadian jurisdictions to formally document and verify settlement terms between parties, executed before an authorized official.
find out more
Affidavit Of Oath
A formal written statement made under oath in Canada, witnessed by a commissioner of oaths or notary public, serving as sworn testimony in legal and administrative matters.
find out more
Affidavit Of Low Income
A sworn legal document used in Canadian courts to declare an individual's low-income status and financial circumstances for fee waiver purposes.
find out more
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)