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Get Westpac Deceased Estate Forms

Of $15,000.00) A: Deceased s details Given name(s) Date of death Surname DAY / MONTH / YEAR Westpac account details 0 3 Bank Branch number Account number Suffix Suffix (2 ) Suffix (3 ) Branch number Account number Suffix Suffix (2 ) Suffix (3) Branch number Account number Suffix Suffix (2 ) Suffix (3) 0 3 Bank 0 3 Bank Certified copy of the Death Certificate or Medical Cause of Death Certificate must be attached.Certified copy of Declarants identification must be att.

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Once a person has died, their bank accounts are typically cancelled by a next of kin, or executor of the will. Dependant on what the individual outlined in their will, any remaining money will be paid out ing to their wishes.

How to open an estate account Begin the probate process. The steps for beginning this process depend on the state in which the deceased person resided. ... Obtain a tax ID number for the estate account. ... Bring all required documents to the bank. ... Open the estate account.

An Estate of the Late Account is established to facilitate the continued management and finalisation of a deceased person's affairs. If converting an existing account of your loved one to Estate of the Late trust account, all parties must be identified and have a customer profile with Westpac bank.

If the deceased has named a beneficiary for the account, the person named will get access to it, but only after the probate process has concluded. If the deceased did not name a beneficiary or write a will, the probate court would name an executor to manage the distribution of the money after any debts are paid.

The Westpac Estates Management Team are specialists in deceased estates who can provide guidance about the process and manage settling the estate. The Westpac Estates Management Team are available on 1300 130 240, Monday to Friday 9:00am - 5:00pm (Sydney time).

You will be required to complete a Death Benefit Information Form (which we can give you), and provide a certified copy of the Death Certificate. In most cases you will also need to provide a certified copy of the Will and a Grant of Probate or Letters of Administration (where there is no Will).

Please notify us either in person, online or in writing and when available, provide Westpac with a certified copy of proof of death and a Will, if applicable.

If you need to close a bank account of someone who has died, and probate is required to do so, then the bank won't release the money until they have the grant of probate. Once the bank has all the necessary documents, typically, they will release the funds within two weeks.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232