Making financial arrangements when someone has died can feel overwhelming, so we’re here to give you all the support that you need.
There may be unfamiliar information on this webpage, so if there’s anything you want to check or don’t understand, call us or visit one of our branches or agencies. Our specially trained colleagues will support you every step of the way
Losing a loved one can be a difficult and confusing time.
This section explains what you need to do to manage their finances, what we’ll need from you and what happens next.
You may not have all this information, but please give us what you can.
You can tell us by:
Anyone can notify us of the death, but we may need to identify the personal representative (the person dealing with the estate) before we can provide any information about the account(s).
A personal representative can be an executor, administrator or next of kin.
We’ll update our records as quickly as we can but because some letters are prepared weeks in advance, you may still receive some correspondence addressed to the person who has died. We’re really sorry if this happens.
For further information please view our Bereavement Guide.