Dealing with bereavement

Notify us of a bereavement

Your Information

We collect and process various categories of personal and financial information throughout your relationship with us, to allow us to provide our products and services and to run our business. For more information about how we use your personal information, the types of information we collect and process and the purposes for which we process personal information, please read our Privacy Notice.

We may update this from time to time and we encourage you to visit our website regularly to stay informed of the purposes for which we process your information and your rights to control how we process it.

Details about the Deceased Customer

Deceased's Title *

Please specify the deceased's title *

Deceased's First Name *

Deceased's Middle Name

Deceased's Last Name *

Deceased's Date of Birth *

Deceased's Date of Death *

Please select whether the deceased's address was in the IOM / UK / Channel Islands or overseas *

Deceased's Address - Line 1 *

Deceased's Address - Line 2

Deceased's Address - Town/City *

Deceased's Address - Post Code *

Deceased's Address - Line 1 *

Deceased's Address - Line 2

Deceased's Address - City & Post/Zip Code (if known) *

Deceased's Address - Country *

Please provide us with the account(s) held by the deceased. Please note all accounts held in the sole name of the deceased will be frozen

Deceased's Sort Code *

Deceased's Account Number *

Add another account

Yes

Deceased's 2nd Sort Code *

Deceased's 2nd Account Number *

Add another account

Yes

Deceased's 3rd Sort Code *

Deceased's 3rd Account Number *

Add another account

Yes

Deceased's 4th Sort Code *

Deceased's 4th Account Number *

Add another account

Yes

Deceased's 5th Sort Code *

Deceased's 5th Account Number *

Please note the bank perform a thorough search of our records to identify all accounts held.

Are the deceased's bank account(s) held in sole name, joint names, or both? *

Is the funeral invoice to be paid from the Deceased's account *

About You

Your Title *

Please specify your title *

Your First Name *

Your Last Name *

Your Relationship to the deceased *

Please note that upon the death of our customer, the authority of the Curator ceases as Curatorship is no longer valid. Where the account is a sole account the Curator will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Delegate ceases as this is no longer valid. Where the account is a sole account the Delegate will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Guardianship ceases as this is no longer valid. Where the account is a sole account the Guardianship will be removed as part of the Probate process.

Please specify your relationship to the deceased *

Please note that upon the death of our customer, the authority of the Attorney or Third Party ceases and is no longer valid. Where the account is a sole account Power of Attorney / Third Party authority will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Appointed Receiver ceases as Receivership is no longer valid. Where the account is a sole account the Receiver will be removed as part of the Probate process.

Your Phone Number * Please enter your phone number with no spaces or special characters

Your Email address

Do you hold a bank account with us * Providing us with your account information will reduce the need for you to provide proof of identity documents later in the process

Your Sort Code *

Your Account Number *

Please select whether your address is in the IOM / UK / Channel Islands or overseas *

Your Address - Line 1 *

Your Address - Line 2

Your Address - Town/City *

Your Address - Post Code *

You Address - Line 1 *

Your Address - Line 2

Your Address - City & Post/Zip Code *

Your Address - Country *

Documentation and Representation

Is there a Death Certificate / Coroner's Interim Report? *

The Bank must have sight of an original certified copy of the Death Certificate or Coroner’s Death Certificate

Do you intend to or have you already applied for Grant of Probate *

Who is obtaining the Grant of Probate *

Please provide details of the Administrator(s)

Name of Administrator *

Administrator's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Curator ceases as Curatorship is no longer valid. Where the account is a sole account the Curator will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Delegate ceases as this is no longer valid. Where the account is a sole account the Delegate will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Guardianship ceases as this is no longer valid. Where the account is a sole account the Guardianship will be removed as part of the Probate process.

Please specify the administrator's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Attorney or Third Party ceases and is no longer valid. Where the account is a sole account Power of Attorney / Third Party authority will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Appointed Receiver ceases as Receivership is no longer valid. Where the account is a sole account the Receiver will be removed as part of the Probate process.

Does the Administrator bank with us? * Providing the Administrator's account information will reduce the need to provide proof of identity documents later in the process

Administrator's Sort Code *

Administrator's Account Number *

Please select whether the administrator's address is in the IOM / UK/Channel Islands or overseas *

Administrator's Address - Line 1 *

Administrator's Address - Line 2

Administrator's Address - Town/City *

Administrator's Address - Post Code *

Administrator's Address - Line 1 *

Administrator's Address - Line 2

Administrator's Address - City & Post/Zip Code (if known) *

Administrator's Address - Country *

Please provide details of the solicitor(s) acting

Name of Advocate/Solicitor's Firm (if known)

Name of Advocate/Solicitor (if known)

Please provide details of the Executor(s)

Name of Executor *

Executor's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Curator ceases as Curatorship is no longer valid. Where the account is a sole account the Curator will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Delegate ceases as this is no longer valid. Where the account is a sole account the Delegate will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Guardianship ceases as this is no longer valid. Where the account is a sole account the Guardianship will be removed as part of the Probate process.

Please specify the executor's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Attorney or Third Party ceases and is no longer valid. Where the account is a sole account Power of Attorney / Third Party authority will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Appointed Receiver ceases as Receivership is no longer valid. Where the account is a sole account the Receiver will be removed as part of the Probate process.

Does the Executor bank with us? * Providing the Executor's account information will reduce the need to provide proof of identity documents later in the process

Executor's Sort Code *

Executor's Account Number *

Please select whether the executor's address is in the IOM / UK / Channel Islands or overseas *

Executor's address - Line 1 *

Executor's address - Line 2

Executor's Address - Town/City *

Executor's address - Post Code *

Executor's address - Line 1 *

Executor's address - Line 2

Executor's address - City & Post/Zip Code (if known) *

Executor's address - Country *

Add another executor

Yes

Name of 2nd Executor *

2nd Executor's Relationship to the deceased *

Please note that upon the death of our customer, the authority of the Curator ceases as Curatorship is no longer valid. Where the account is a sole account the Curator will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Delegate ceases as this is no longer valid. Where the account is a sole account the Delegate will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Guardianship ceases as this is no longer valid. Where the account is a sole account the Guardianship will be removed as part of the Probate process.

Please specify the 2nd executor's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Attorney or Third Party ceases and is no longer valid. Where the account is a sole account Power of Attorney / Third Party authority will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Appointed Receiver ceases as Receivership is no longer valid. Where the account is a sole account the Receiver will be removed as part of the Probate process.

Does the 2nd Executor bank with us? * Providing the Executor's account information will reduce the need to provide proof of identity documents later in the process

2nd Executor's Sort Code *

2nd Executor's Account Number *

Please select whether the 2nd executor's address is in the IOM / UK / Channel Islands or overseas *

2nd Executor's address - Line 1 *

2nd Executor's address - Line 2

2nd Executor's Address - Town/City *

2nd Executor's address - Post Code *

2nd Executor's address - Line 1 *

2nd Executor's address - Line 2

2nd Executor's address - City & Post/Zip Code (if known) *

2nd Executor's address - Country *

Add another executor

Yes

Name of 3rd Executor *

3rd Executor's Relationship to the deceased *

Please note that upon the death of our customer, the authority of the Curator ceases as Curatorship is no longer valid. Where the account is a sole account the Curator will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Delegate ceases as this is no longer valid. Where the account is a sole account the Delegate will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Guardianship ceases as this is no longer valid. Where the account is a sole account the Guardianship will be removed as part of the Probate process.

Please specify the 3rd executor's relationship to the deceased *

Please note that upon the death of our customer, the authority of the Attorney or Third Party ceases and is no longer valid. Where the account is a sole account Power of Attorney / Third Party authority will be removed as part of the Probate process.

Please note that upon the death of our customer, the authority of the Appointed Receiver ceases as Receivership is no longer valid. Where the account is a sole account the Receiver will be removed as part of the Probate process.

Does the 3rd Executor bank with us? * Providing the Executor's account information will reduce the need to provide proof of identity documents later in the process

3rd Executor's Sort Code *

3rd Executor's Account Number *

Please select whether the 3rd executor's address is in the IOM / UK / Channel Islands or overseas *

3rd Executor's address - Line 1 *

3rd Executor's address - Line 2

3rd Executor's Address - Town/City *

3rd Executor's address - Post Code *

3rd Executor's address - Line 1 *

3rd Executor's address - Line 2

3rd Executor's address - City & Post/Zip Code (if known) *

3rd Executor's address - Country *

Please note, where the deceased's estate or net credit balances are over £10,000.00 (once funeral bill is paid) the bank will require sight of a certified copy or original Grant of Probate/Letters of Administration.

Your form has been submitted

Our bereavement team may send you a text or email with instructions on how to upload any supplementary documents we require.

If you have any queries, please contact the team on 01624 637023 (+44 1624 637023 from abroad).

Yo can find more helpful information on our Dealing with Bereavements page.

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