Guide to deceased estate documentation
It's important to keep in mind that everyone's situation is unique when finalising the banking of a loved one. The below is a guide only to the documentation and forms that may be required for you. As always, please let us know if you need help.
What's on this page
How will I know what’s actually needed?
Once you notify us about your loved one and we confirm the documents required – which we do in consultation with the party acting on behalf of the Estate – we send you a ‘Letter of Requirements’ outlining what applies to your situation. Helpful fact sheet.
Getting your documents certified
When providing personal documents, you only need to provide certified copies – not originals. These must be stamped, dated and signed by an authorised person. You can read about who can certify your documents on the back of our certification form. The certification form must be sent to us when you send in your documents.
Single personal accounts
Total balance Less than $1,000 | Total balance Between $1,000 and $15,000 | Total balance Greater than $15,000 |
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Joint accounts
No home loan | With home loan |
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Non-personal
Signatory or Power of Attorney | Guarantor |
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