If you've recently spoken with our Bereavement Services Team and they have asked you to send in documents to help process account changes or closures, you can send us what we need here.
We will have asked you for one or more of the following documents. If you don't have everything we need to hand right now don't worry - you can come back and resubmit documents at any time.
If you have received a copy from the Registrar you can upload this.
Make sure all pages of the Will have been signed and witnessed.
Send this and we will ensure it's paid on your behalf. This invoice must be on letterhead paper stating the name of the Funeral Directors Business.
Grant of Probate (England & Wales)
If you know the deceased estate is valued above £35,000 you will need to apply for a Grant Of Probate. We require a copy of this before we can close the account.
Certificate of Conformation (Scotland)
If you know the deceased estate is valued above £35,000 you will need to apply for a Certificate of Conformation. We require a copy of this before we can close the account.
This option can be used for additional documents we may request from you in relation to a Bereavement. This could be a Discharge & Indemnity form, a care home bill, or an IHT (Inheritance Tax form)
Your current photo passport from a country other than the UK.
Your current photo driving license issued by the EU, Liechtenstein, Norway or Switzerland.
Your current photo identity card issued by the EU, Liechtenstein or Switzerland.
Already got electronic versions of documents? If you already have any of your documents in an electronic format (such as PDF) there is no need to photograph them, you can upload them as they are.
If you need to send us proof of ID, here's some guidance on getting a good photo:
A few tips:
Once we have received your documents we will respond to your submission within 5 working days.