This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
To get started, you'll need to notify us of your loved one's passing by phone, online chat or by visiting your local financial center. We'll ask you for the person's full legal name and Social Security number to identify their accounts.
For updating a payable on death (POD) beneficiary on your account, you'll need to bring the following information about the POD beneficiary: legal name, country of citizenship, date of birth and either the beneficiary's Social Security number or current address.
The deceased person is likely to have ongoing standing orders and direct debits, so it's best to notify these organisations of the death as soon as possible to avoid receiving letters demanding outstanding payments.
The deceased person is likely to have ongoing standing orders and direct debits, so it's best to notify these organisations of the death as soon as possible to avoid receiving letters demanding outstanding payments.
Request for documentation: The bank will request documentation such as a certified copy of the death certificate and legal documents indicating who has the authority to make decisions regarding the deceased assets.
To get started, you'll need to notify us of your loved one's passing by phone, online chat or by visiting your local financial center. We'll ask you for the person's full legal name and Social Security number to identify their accounts.