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2022-11-07 12:47 pm

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
  • Death Certificate
  • Will (if one exists)
  • Identity document (if executor(s)/next of kin are not existing Bank Australia customers)
  • Account closure form signed by executor(s)/next of kin
  • Death Certificate
  • Will, ‘Grant of Probate’, or ‘Letters of Administration’ if there is no Will (or the application number and unique ID number for Victorian Grants)
  • Indemnity form signed by executor(s)/next of kin
  • If a home loan is held, we need either a certified copy of the ‘Grant of Probate’, or ‘Letters of Administration’ if there is no Will (or the application number and unique ID number for Victorian Grants)
  • Death Certificate
  • ‘Grant of Probate’ or ‘Letters of Administration’ if there is no will (or the application number and unique ID number for Victorian Grants)
  • Certified copy of ID (if executor(s) are not customers)
  • Account closure form signed by executor(s)

Joint accounts

No home loan
With home loan
  • Death Certificate
  • Instructions from the joint survivor to either keep the account in their name solely or close the account
  • Account closure form if accounts are to be closed
  • Death Certificate
  • Instructions from the joint survivor to either keep the account in their name solely or close the account
  • Application of survivorship lodged to remove the deceased from the property title
  • Account closure form if accounts are to be closed(s)

Non-personal

Signatory or Power of Attorney
Guarantor
  • Confirmation of death document, such as a Death Certificate, funeral invoice, or Coroner’s Letter