Once you’ve notified us, we will write to you to confirm the next steps you need to take, including any forms you will need to complete.
What you will need to provide
We will need sight of the original death certificate (or a certified copy).
It would be useful if you could return any passbooks held in the deceased person’s name.
Proof of identity for whoever is dealing with the estate must be provided.
If the total balances exceed £25,000 (including accrued interest) Probate will be required to close the account(s).
If the deceased person is party to a mortgage with us, this will be dealt with separately and our Mortgage Support team will contact you to confirm the next steps.
What is Probate and do I need it?
The right to deal with the estate of someone who died is called ‘Probate’. If there isn’t a Will, instead of Probate you’ll need a legal document called Letters of Administration. You can apply yourself or use a solicitor. For further information please visit www.gov.uk.
The Society requires Probate or Letters of Administration if the total balances of the deceased person’s MHBS account(s) exceeds £25,000 (including accrued interest).