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Before you
notify us

We know this is a difficult time, and a difficult conversation. Being prepared will help. Here’s what you need to know and what to have with you.

Proof of death

When someone passes away you will need to provide us with a copy of the ‘Proof of death’. This formally notifies the Bank, and allows us to start the process of finalising the Estate. We may also be able to assist you with paying for the costs for the funeral or memorial (See Step 3).

Proof of death includes any one of these documents:

  • Death Certificate
  • Doctor’s Medical Certificate
  • Funeral Bill
  • Solicitor’s or Coroner’s Letter
  • Grant of Probate
  • Letters of Administration


You should also start gathering the following documents

  • Documents which include the full name of the deceased customer, as well as ‘known as’ name, and details of one account number they held, if possible (even if there are multiple accounts)
  • A certified copy of the will, if applicable
  • Your proof of identification if you are not an existing BankSA customer

 

Summary of requirements to finalise an Estate


Total value of accounts held at Bank of Melbourne, St.George and BankSA


Requirements


How

Under $100,000

Death Certificate

Completed and Signed Notification of Death, Funds Distribution & Indemnity Form (PDF 136KB)

If applicable:

  • Will
  • Grant of Probate/Letter of Administration
  • Certified customer identification form if not a BOM/BSA/SGB customer

Finalising the estate can be initiated in the branch and our branch will forward the documents you have supplied, along with the indemnity form to our Estates Management team. From there, the Estates Management team will begin the notification process and you will receive some correspondence on what the next steps are.

In cases where there is no Will, Grant of Probate or Letter of Administration, we will accept a statutory declaration if it is signed by all Next of Kin if required.

Equal to or over 100,000

Death Certificate

Grant of Probate/Letters of Administration

Completed and Signed Notification of Death, Funds Distribution & Indemnity Form (PDF 136KB)

If applicable:

  • Will
  • Certified customer identification form if not a BOM/BSA/SGB customer

Finalising the estate can be initiated in the branch and our branch will forward the documents you have supplied, along with the indemnity form to our Estates Management team. From there, the Estates Management team will begin the notification process and you will receive some correspondence on what the next steps are.

This form must be signed by the listed Executor or Administrator.

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