Helpful Information
/
Death claims
Sorting out savings and investments
for a customer who has died
A step-by-step guide
This guide explains what you need to do to claim or sort out the savings of a customer who has died. Whether you're the next of kin, a family member or the person who is responsible for claiming and distributing the customer's assets, we're here to help you through the process. The guide covers:
We'll respond to your claim as fast as we can:
Making a claim doesn't have to be complicated. This guide is designed to help you every step of the way. If you need any of the terms explained, use our glossary.
If the deceased lived outside of the UK, contact us to find out more information on how to claim.
| Sources of information and advice |
| These are sources of information which you might find helpful: |
Citizens advice
www.citizensadvice.org.uk to find out contact details for your nearest Citizens Advice Bureau
www.adviceguide.org.uk for online citizens advice bureau information |
|
The Probate Service
www.theprobateservice.gov.uk for a link to the 'How to obtain probate' leaflet |
|
HM Revenue & Customs
www.hmrc.gov.uk or call the Probate and Inheritance Tax Helpline on 0845 3020 900 (weekdays, 9am-5pm). |
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