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Account closure form – after bereavement
This form has been designed to help you close a deceased member’s account(s). We comply with data protection regulations and we will only collect, store and process your personal information in accordance with our Privacy Notice. For more information, please view the Privacy Notice on our website or ask us for a copy.
The following bereavement leaflet gives you more information, which you might find useful when completing this form.
Details of the deceased member
First name Middle name(s)
Surname
Their account number(s) with us
Will you be obtaining a grant of probate or letters of administration?
Yes We’ll need to see the grant of probate or letters of administration if these are applied for - this includes if you have to apply for one for another organisation, and in all cases where the total balance held with us at the date of death is over £50,000. We’ll need to see an original or certified copy.
No We’ll need to see the original death certificate or a certified copy.
Details of personal representatives(s)
A personal representative is either an executor of the estate where a will has been left, or the administrator or next of kin of the deceased’s estate where there’s no will.
First personal representative (our main contact)
First name Middle name(s)
Surname
Address
Postcode
Telephone
Executor – a will has been left
Administrator or next of kin - no will has been left
Second personal representative
First name Middle name(s)
Surname
Address
Postcode
Telephone
Third personal representative
First name Middle name(s)
Surname
Address
Postcode
Telephone
Closure mandate
Please let us know how you’d like the balance to be paid by completing either section 1, 2 or 3 below. We’ll close all accounts via the same method and to the same recipient.
- Electronic payment(s) to Bank/building society
Sort code - -
Account number
Account name
Reference
- Internal transfer to Coventry account number
Account name
- Cheque(s) payable to
Please note that all transfers will be subject to regulatory checks to comply with current legal, compliance, and money laundering regulations, which may delay the transfer.
Second personal representative
Signature
Date dd / mm / yyyy
I’m an existing member and my account number is
I’m not an existing member and have included identification.
Third personal representative
Signature
Date dd / mm / yyyy
I’m an existing member and my account number is
I’m not an existing member and have included identification.
You’ll find the full identification and certification requirements on the next page. Please read these carefully to avoid any delays in processing your request.
We want to be sure that we do everything we can to help. You can call our specialist team on 0800 587 4565 Monday to Friday 8am-7pm and Saturday 9am-2pm. Or visit any of our branches if you’d prefer to talk to a member of staff face-to-face.
Calls to 0800 numbers are free when made from the UK. You may be charged for calls to all other numbers, please contact your service provider for further details. We may monitor, record, store and use telephone calls to help improve our service and as a record of our conversation.
Coventry Building Society. Principal Office: Economic House, PO Box 9, High Street, Coventry CV1 5QN. 09096 11/
For office use only – to be completed on receipt of the form
Branch number Cashier number
Signed: Branch/Agency manager/Deputy
(for all branch withdrawals)
Identification requirements
Before we can act on instructions following a bereavement, we need proof of name (one piece of ID from group A) for each personal representative who isn’t an existing account holder with us. This is to protect against the risk of identity fraud and also allows us to comply with money laundering regulations.
If the personal representative is not an existing account holder and is also opening a new account, for example an Additional Allowance ISA, you’ll need to provide two forms of ID for them, one item from Group A and one from Group B.
ID can be used either to confirm who you are, or your name and address, not both. For example, a driving licence can’t be used to confirm who you are, as well as your name and address.
ALL identification documents (both original and certified copies) will be returned to you.
Note: We don’t accept documents printed off the internet or photographs of documents.
Group A – to confirm who you are What to send by post
Passport (UK or foreign) – current, valid and full Certified copy
Valid (UK) photocard driving licence (full or provisional) Certified copy
Full old style paper driving licence (UK) - current, signed Certified copy
DWP pension entitlement letter - valid for the current year Original
Birth certificate/adoption certificate (under 18s only) Certified copy
NHS medical card/document, showing holder’s name, DOB, NHS number (under 18s only) Original
Group B – to confirm your name and address What to send by post
Full or provisional UK photocard or old style paper driving licence – current, signed Certified copy
Bank/building society statement – less than 3 months old and not printed off the internet. Those issued by Coventry Building Society are not acceptable Original
House insurance certificate – valid for the current year Original
Council/local authority tax bill – less than 12 months old and valid for the current year Original
Utility bills (i.e. gas, electricity, water) or cable/satellite/phone bill (excluding mobile phones)
- less than 3 months old and not printed off the internet
Original
NHS medical card/document, showing holder’s name, DOB, NHS number (under 18s only) Original
Certifying documents
Copies of original documents can only be certified by one of the following:
Legal professional (solicitor registered in England and Wales, Northern Ireland or Scotland, barrister registered in England and Wales, Northern Ireland or Scotland or notary public registered in any country), qualified accountant (registered with either ICAEW, ICAS, CAI, ACCA, CIPFA, CIMA or AAT), public sector official (serving officer of the Armed Services, serving police officer, teacher in current employment), Post Office official (must include Post Office stamp or Post Office certificate), embassy official (an embassy, consulate or high commission officer in the country of issue of the relevant document), medical professional (doctor registered with the General Medical Council, dentist registered with the relevant national professional body, qualified nurse registered to NMC) Other (local government councillor, Member of Parliament, bank manager, building society manager or minister of religion).
