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Bereavement guide

What to do when someone dies

Our Click & Notify service is quick & easy

We are sorry to hear about your loss. We want to make this as straightforward as possible for you. If you can, please let us know about your bereavement on our digital service rather than telephone or in branch. Our digital service is the quickest way and helps keep you and our colleagues safe and secure during the pandemic

Notify us of a bereavement

Are you the named executor in the deceased's will?
By executor we mean the person or people named in the Will who is/are responsible for dealing with the deceased’s estate. If you already have a Grant of Representation (for example, Grant of Probate, Letters of Administration or Certificate of Confirmation), please select “Yes”. If there was no Will and you don’t yet have a Grant of Representation please move on to the next question.
Are you a solicitor acting on behalf of our deceased customer or their next of kin?

Notify us of a bereavement

To let us know via our Click & Notify service you will need:

  • A valid email address
  • Details like the date of death, customer address, account / card details

Once you have notified us, we will let you know what documents we will need to close our deceased customer’s account(s). You can upload all relevant documents via our Click & Notify service at your own pace. 

Notify us of a bereavement

To let us know via our Click & Notify service you will need:

  • Your name and contact details. We may ask for your proof of ID and address, but we will let you know.
  • To be aged 18 or above.
  • A valid email address
  • A UK mobile number
  • Details like date of death, customer address, account / card details.

Once you have notified us, we will let you know what documents we will need to close our deceased customer’s account(s). You can upload all relevant documents via our Click & Notify service at your own pace. 

Are you a solicitor acting on behalf of our deceased customer or their next of kin?

Notify us of a bereavement

To notify us via our Click & Notify service you will need:

  • A valid email address
  • Details like the date of death, customer address, account / card details

Once you have notified us, we will let you know what documents we will need to close our deceased customer’s account(s). You can upload all relevant documents via our Click & Notify service at your own pace. 

Are you the closest next of kin?

Notify us of a bereavement

To notify us via our Click & Notify service you will need:

  • Your name and contact details. We may ask for your proof of ID and address, but we will let you know.
  • Be aged 18 or above.
  • A valid email address
  • A UK mobile number
  • Details like date of death, customer address, account / card details.

Once you have notified us, we will let you know what documents we will need to close our deceased customer’s account(s). You can upload all relevant documents via our Click & Notify service at your own pace. 

Notify us of a bereavement

To notify us of a bereavement, we will need:

  • Name of our deceased customer,
  • Their date of birth, date of death and their address
  • Their account number or last 4 digits of their credit card number
  • Your contact details.


However our customer's closest surviving relative or executor of their Will may have to contact us to close their account.

Already registered?

If you’ve already registered with our digital service and have an existing notification with us, you can continue your progress here.

Bereavement checklist

Losing someone you love is difficult, and arranging all the formalities and paperwork can be confusing, so we’ve created a checklist to help you take those first steps: 

  1. 01

    Register the death

    Register the death within 5 days (8 days in Scotland). This includes weekends and bank holidays. Find out how to do this here

  2. 02

    Arrange the funeral

    If you don’t know how or where to get started when it comes to arranging the funeral, you can find a useful step by step guide on the gov.uk website.  

  3. 03

    Use the Government’s 'Tell Us Once' service

    This service will inform government bodies such as HMRC, Department for Work and Pensions, the Passport Office, the DVLA and the local Council. More information is available here.

  4. 04

    Managing their bills

    To sort out their bills you need to contact their providers and will usually need to supply either a copy or extract of the death certificate. If they held bank accounts with more than one bank, you can use the Death Notification Service to let them know at the same time.

  5. 05

    Check if you can get bereavement benefits

    If your husband, wife or civil partner died in the last 21 months, you may be able to get Bereavement Support Payment.

What happens once you notify us

Frequently asked questions

Funeral invoice payment

You can use money from the deceased’s account to help with funeral costs

If you send or upload the final invoice on the funeral company’s headed paper, we’ll pay the funeral company directly. The fees will be paid in three to five working days.

Please note we are unable to make any reimbursement of funeral invoice that has already been paid.

We're here to help

You can get in touch with our dedicated team via webchat.

You can ask us any question you may have by clicking on the 'need help' button on the right hand side of the page.

You can also call us on 0800 161 5903. 

Lines are open:
Monday to Friday 9am - 5pm

Estate administration

Our Estate Administration Service is provided by Hugh James Solicitors, and is available for a fee. With this service you will be assigned a dedicated case manager to make sure the terms of the will are carried out appropriately.

Contact our Estate Administration Service on 02920 391019 or Minicom on 0800 404 6161. Lines are open 8am - 6pm (Mon-Fri).

 

Find out more about our Estate Administration Service

Share end of life plans

Do your loved ones know your wishes if you fell ill or died? From your finances and funeral, to legal arrangements like wills and power of attorney, make, store and share your plans for the future with Plan Ahead, our free online estate planning tool.

Is there anything else we can help you with?