Deceased Accounts FAQs

When your loved one has passed away, we will ask that you provide us with:

Death certificate:

• A certified copy of their death certificate at your earliest convenience if being sent electronically; we understand this can take approximately 6-8 weeks to be sent to you.
• Or, the original death certificate provided in branch at your earliest convenience.

Last Will:

• A certified copy of their last Will if being sent electronically.
• Or, the original last Will provided in branch.

Grant of Probate:

• A certified copy of the Grant of Probate if being sent electronically.
• If electronic via your State or Territory Court Portal, this will need to be shown to staff in branch.
• Or, original Grant of Probate provided in branch.

Letters of Administration:

• A certified copy of the Letters of Administration if being sent electronically.
• If electronic via your State or Territory Court Portal, this will need to be shown to staff in branch.
• Or, original Letters of Administration provided in branch.

Identification & Certification:

• Certified identification:
  • Is required to be provided to us for any Executor, including those who hold Grant of Probate or Letters of Administration.
  • Should be two forms of identification - one primary and one secondary.
• Who can certify all of these documents:
  • A Justice of the Peace.
  • A Solicitor.
  • Or, an acceptable person who can sign based on your State/Territory requirements.