What should you do? #
As an Executor you will need to make contact with any companies or services providers to notify them of the death. This process will allow you to obtain any of the necessary information and values for an asset or liability.
The Death Notification Service #
The Death Notification Service is a free service which allows you to notify a number of banks and building societies (financial institutions) of a person’s death, at the same time. Their aim is to make the process quick and easy for you to inform them at a time that suits you.
The financial institutions that are involved in this service:
- Bank of Scotland
- Barclaycard
- Barclays
- Cahoot
- Clerical Medical
- First Direct
- Halifax
- HSBC
- Lloyds Bank
- M&S Bank
- Nationwide Building Society
- Natwest
- Rothesay Life
- Royal Bank of Scotland
- Santander
- Scottish Widows
- The Mortgage Works
- UCB Home Loans Ltd
How to contact a Company / Service Provider #
When listing an asset or liability such as a Bank or Building Society, if the company / service provider is listed in our ‘Company Search Database’ then the application will automatically populate a URL for the providers website, and in most cases will link to the correct bereavement page. Use the green link icon to visit or click on the name in the Asset & Liabilities table.
If a URL is available, their website will inform you exactly how to contact that company / service provider and details of their bereavement process. Not all company / service providers will require notification by written letter and may accept an email or have their own online or paper form.
Generating Letters #
If a company / service provider requires you to write to them, where applicable, an asset or liability category will provide you with an automatically populated letter to send to the company / service provider that will inform them of the death, that you are the Executor and request any necessary information and values.
To ensure the letter is sent to the correct correspondence address, please find the address using the URL provided from the ‘Company Search Database’, then copy and paste it into the ‘Provider Address’ field.
When listing an asset or liability for the first time you may not have all of the information required. Some of this information will be given to you once you have made contact with the company / service provider. Only the necessary details needed to populate a letter is needed. Once you have the remaining information, you can go back to the listing and complete.
Please Note: You will need to include a copy of the death certificate with the signed printed letter.