The late customer did not leave a Will (died intestate). What documentation will you need from me?

  • Please complete a Bereavement Notification Form(PDF) and send it to us with a Death Certificate.
  • Before we can close the accounts, we may ask for a Grant of Letters of Administration to verify that you have authority to manage the accounts.
  • We will attempt to verify the identify and address of every Administrator electronically, but may ask you for paper ID documents if this is not possible.
  • When you are ready to close the accounts, you should complete a Closure Form, which we will provide you with by post.

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