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.
You will need to provide documentation to prove both that the account holder died and you have the legal authority (as a designated beneficiary, joint account holder or executor/administrator) to access the account.
When a bank account owner dies, the process is fairly straightforward if the account has a joint owner or beneficiary. Otherwise, the account typically becomes part of the owner's estate or is eventually turned over to the state government and the disbursement of funds is handled in probate court.
You can apply online if you're the executor of the will and: the person who died lived permanently in England or Wales or was planning to return there. you have the original will and the death certificate (or interim death certificate) from the coroner.