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 555700
  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, 90 Bartholomew Street, Newbury, Berkshire, RG14 5EE.

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
  • Executor/Administrator registration form signed by executors or administrators (this can be requested in branch, downloaded from our website, or posted)
  • Identification for Executor/Administrator 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:
  • The investment passbook/s
  • Death certificate, interim death certificate, or coroner's report

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. 


What else we will need from you will depend on whether the mortgage was in the individual’s sole name or in joint names with somebody else. For further guidance, please contact our mortgage support team by calling us on 01635 555700.

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 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:
  • Grant of probate / Letters of adminsistration with a will
Or
  • Sight of original signed and witnessed will
  • Completed statutory declaration to be witnessed by a Solicitor this can be requested in branch, downloaded from our website or posted to you.
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.

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.

Bereavement guide

Download our guidance following bereavement leaflet. Download will appear as a PDF document.

Download
Statutory declaration (will) form

Download our statutory declaration (will) form. Download will appear as a PDF document.

Download
Statutory declaration (no will) form

Download our statutory declaration (no will) form. Download will appear as a PDF document.

Download
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01635 555700

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