Bereavement notification

Note: This form should be completed by the executor(s) of the Will. Where there is no Will, it should be completed by the person(s) acting for the Estate (the administrator or next of kin). If there are more than two administrators or next of kin, please nominate two who will act for the Estate. If you need help, please call into any PTSB branch, call our dedicated helpline on 01 212 4077, or email BereavementServices@ptsb.ie or write to us at Bereavement Services, PTSB, 56-59 St Stephens Green, Dublin 2, D02 H489, Ireland.
PTSB is not liable for any expenses incurred by the estate resulting from accounts not being notified to us.

Details of the deceased

Reference

Note: You will need this Reference Code to upload supporting documents through the Document Uploader.

First Name

Surname

Date of birth

Address: Line One

Address: Line Two

Address: Line Three

Previous or alternative address

Was the deceased the only person of this name who lived at the addresses above? Yes No

Did the deceased make a will Yes No

If yes, please upload a certified copy of the will, if you have not already.

Landline Phone Number

Email address for submission confirmation

Confirm email address

Account information

Main personal account number

Did the deceased have additional accounts? (If yes, please provide account numbers) Yes No

Additional Account number

If any of the above accounts are Joint Accounts, was the deceased married / in a civil partnership to the joint account holder at Date of death? Yes No

Credit Card number

Note: If the deceased was the principal credit card holder, all cards linked to their account(s) will be cancelled, including any held by authorised users.

Mortgage account number

Life policy provider

Life policy number

Date of Death

Some account monies of the deceased may have been transferred to the National Treasury Management Agency (NTMA) if there were no transactions on those accounts for more than 15 years. Please tick the box if you also wish to reclaim these monies (if any such funds are held with the NTMA).

Notifying person (executor, administrator, next of kin)

First notifying person’s name:

Relationship to the deceased:

Are you a PTSB customer? Yes No

If you are not a PTSB customer, or we do not have up to date documents on file, please submit two proof of identities and two proof of addresses.

If so, can you please provide your account number:

Is there a funeral bill to be paid from a PTSB account? Yes No

If yes, please submit funeral invoice and a Funeral Expense Authorisation Form completed by the executors/ nominated next of kin if there is no will.

Preferred contact address

(if you are an existing customer and provide a new
preferred contact address we will need additional
documents to verify your address)

Preferred contact number

We will send all future correspondence relating to this case to the preferred contact address shown above (once we have received proof of address), unless a solicitor has been appointed to deal with it.

Note: If you are not a PTSB customer, you must send us additional documents to verify your identity and address. We can only write to you at a verified address. We will keep your information only to deal with the account(s) of the deceased. For further information on how we record personal data, and your rights in relation to your data, please see our data protection notice at www.ptsb.ie

Note: Where a funeral bill is to be paid from a PTSB account, please complete and submit the funeral payment authorisation form.

Solicitor Details

Has a solicitor been appointed? Yes No

Solicitor Name

Solicitor contact phone no.

Solicitor firm name

Solicitor address

Additional information

Bereavement notification

Details of the deceased

Account information

Notifying person (executor, administrator, next of kin)

Solicitor Details

Accounts and Products

About us

Need help?

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Have a general query?

Find your nearest branch

Bereavement notification

Details of the deceased

Account information

Notifying person (executor, administrator, next of kin)

Solicitor Details

Altogether more human