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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.

How to register a death with Newbury Building Society

  1. Get in touch by calling us on 01635 555777
  2. 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
  3. Write to us at Newbury Building Society, 17 Bartholomew Street, Newbury, Berkshire, RG14 5LY.

What you might need to know:

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:
  • Death certificate, interim death certificate or coroner’s report 
  • Withdrawal form signed by executors or administrators
  • Amendment form signed by executors or administrators (this can be requested in branch, downloaded from our website, or posted)
  • Identification for executors or next of kin
  • Investment Passbooks

What happens if the deceased held a joint savings account?

If the deceased had a joint account with the society, we require the following:
  • A completed Savings Application form (this can be requested in branch, downloaded from our website or posted to you)
  • The investment passbook/s
  • Death certificate, interim death certificate, or Coroners report
If the total account balances are below £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 or posted to you.
If the total account balances are between £500 and £5,000 we will also need:
  • A completed statutory declaration to be witnessed by a Solicitor/Justice of the Peace (this can be requested in branch or posted to you. Alternatively, use the download links to the right).
If the total account balances are between £5,000 and £20,000 and a will exists we will also need:
  • Grant of probate 
Or
  • Sight of original signed and witnessed will
  • Completed statutory declaration to be witnessed by a Solicitor/Justice of the Peace (this can be requested in branch or posted to you. Alternatively, use the download links to the right).
If total account balances are over £5,000 and no will exists we will also need:
  • Letters of administration
If the total account balances are over £20,000 and will exists we will also need:
  • Grant of probate 

 

If you would like to make an appointment to talk to one of our advisers  you can call us on 01635 555777 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.

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Contact

How can we help you?

01635 555777

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