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Bereavement Request to close account(s)Before you complete this form, please see how Nationwide uses your information by visiting nationwide.co.uk/privacy, or you can ask in branch or call us on 0800
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How to fill out bereavementrequest to close accounts
How to fill out bereavementrequest to close accounts
01
Obtain a copy of the death certificate of the deceased person.
02
Gather the necessary information and documentation, such as the deceased person's account numbers, identification documents, and proof of your relationship to the deceased.
03
Contact each financial institution or company where the deceased person had accounts and request their bereavement request form.
04
Fill out the bereavement request form accurately and completely, providing all the required information and attaching any necessary documentation.
05
Submit the completed bereavement request form, along with any supporting documentation, to the respective financial institution or company.
06
Follow up with each financial institution or company to ensure that the accounts are successfully closed, and any remaining funds or assets are distributed according to the deceased person's estate plan or the applicable laws.
Who needs bereavementrequest to close accounts?
01
Individuals who have lost a loved one and are responsible for managing their financial affairs.
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What is bereavement request to close accounts?
A bereavement request to close accounts is a formal process initiated by the bereaved family or executor to close the accounts of a deceased individual.
Who is required to file bereavement request to close accounts?
The executor of the estate or a family member of the deceased is typically required to file the bereavement request to close accounts.
How to fill out bereavement request to close accounts?
To fill out a bereavement request, you need to provide the deceased's personal details, account information, your relationship to the deceased, and any required documentation such as a death certificate.
What is the purpose of bereavement request to close accounts?
The purpose of a bereavement request to close accounts is to ensure the proper handling of the deceased's finances by closing accounts that are no longer needed and settling any outstanding obligations.
What information must be reported on bereavement request to close accounts?
The information required typically includes the deceased's full name, account numbers, date of death, contact information of the requester, and possibly a copy of the death certificate.
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