Guidance following bereavement.
We understand that losing a loved one can be a particularly turbulent and difficult time. There are many challenging decisions to be made and often it can be hard to know who to turn to.
With this in mind, we have put together a guide to cut-through any confusing paperwork that will need to be handled, and provide the support you need to lessen any money worries you and your family may have. Our friendly team are here to help you every step of the way and hope to make a small difference during this difficult time.
Get in touch by calling us on 01635 555700 and we will transfer you to the right team to help.
Visit any of our branches if you would prefer to talk to us face-to-face. Please call your branch in advance to make an appointment, so we can provide a private meeting space.
Write to us at Newbury Building Society, 90 Bartholomew Street, Newbury, Berkshire, RG14 5EE.
What do we need to close a deceased sole savings account/s? |
What we need will depend on the balance of the accounts held with the Society, but we require the below in every case:
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What happens if the deceased held a joint savings account? |
If the deceased had a joint account with the Society, we require the following:
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If the total account balances are up to £1,500 we will also need: |
A statutory declaration completed by the next of kin – this does not need be witnessed by a solicitor. This can be requested in branch, downloaded from our website, or posted to you. |
If the total account balances are between £1,500.01 and £5,000 we will also need: |
A completed statutory declaration to be witnessed by a solicitor. This can be requested in branch, downloaded from our website, emailed, or posted to you. |
If the total account balances are between £5,000.01 and £20,000 and a will exists we will also need: |
or
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If total account balances are over £5,000 and no will exists we will also need: |
Letters of administration - for more information on how to apply for this document, visit HM goverment website or contact a solicitor. |
If the total account balances are over £20,000 and will exists we will also need: |
Grant of probate / Letters of administration with a will - for more information on how to apply for this document, visit HM goverment website or contact a solicitor. |
How do you register a death on a mortgage account? |
We will need to see the original death certificate or a certified copy to register the death.
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If you would like to make an appointment to talk to one of our advisers you can call us on 01635 555700 or email us , visit your local branch, complete a contact form or request for us to call you back at a time convenient to you.
Download our guidance following bereavement leaflet. Download will appear as a PDF document.
DownloadDownload our statutory declaration (will) form. Download will appear as a PDF document.
DownloadDownload our statutory declaration (no will) form. Download will appear as a PDF document.
DownloadYou can check the Financial Services register on the FCA's website.