The inheritance file typically begins with a death certificate and a certificate of inheritance, which identifies the heirs and their shares, along with the identification documents of the heirs or their legal representatives.
Key points
The bank may request additional documents depending on the account type, the presence of minors, powers of attorney, or any disputes.
Request a written list from the bank before submitting the paperwork; do not rely on a generic list, as legal circumstances may add further requirements.