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Get the free Deceased Customer Advice - greatsouthernbank.com.au

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Great Southern Bank A business name of Credit Union Australia Ltd ABN 44 087 650 959 ADSL and Australian credit license 238317 GPO Box 100, Brisbane QLD 4001 P 133 282 W greatsouthernbank.com.deceased
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Gather all necessary information about the deceased customer, such as their name, date of death, and any relevant account details.
02
Contact the appropriate department or person within your organization who handles deceased customer advice.
03
Provide all the required information about the deceased customer to the designated contact person.
04
Follow any instructions or procedures provided by your organization for filling out the deceased customer advice form.
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Submit the completed form along with any supporting documentation to the designated department or person.
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Keep a record of the submission for future reference or follow-up.

Who needs deceased customer advice?

01
Banks and financial institutions who have account holders that pass away.
02
Credit card companies who have customers that pass away.
03
Insurance companies who need to handle policies of deceased customers.
04
Government agencies responsible for managing deceased individuals' affairs.
05
Legal professionals who handle the estates of deceased individuals.
06
Family members or beneficiaries who need guidance on how to deal with the financial matters of the deceased.
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Deceased customer advice is a formal notification to financial institutions or relevant authorities that a customer has passed away, requesting them to update their records and halt any transactions on the deceased's account.
Typically, the executor of the deceased's estate or a close family member is required to file the deceased customer advice with the relevant financial institutions.
Deceased customer advice should be filled out by providing the deceased's personal information, such as name, account details, date of death, and the relationship of the filer to the deceased individual.
The purpose of deceased customer advice is to inform financial institutions of the customer's death to prevent fraudulent activities, manage the estate properly, and ensure the correct handling of the deceased's financial affairs.
The information that must be reported includes the deceased's full name, account numbers, date of death, contact information of the filer, and any relevant legal documents, like the death certificate or will.
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