We will help you through the process of dealing with a Deceased Account and let you know what documentation we will need. Here is a broad list of documents we are likely to need when helping you:
What documents will we need?
- Completed Bereavement Notification Form
- Certified copy death certificate / Certified copy interim coroner’s certificate / Certified copy death notification form.
- Certified copy of will where applicable
- If a solicitor is dealing with the estate they need to notify us in writing
- Certified proof of address and certified proof of identification for all the executors if a will or two nominated next of kin where there is no will
- Small Balance Claim Form where applicable
- Grant of Probate/Letters of Administration where applicable
- Evidence of marital / civil partnership status at date of death i.e.
- i) Letter from a Solicitor acting on behalf of the Estate/surviving party confirming that, as of the date of death, the joint account holders were married or in a civil partnership; or
- ii) Two of the following documents:
- A copy of the civil marriage/partnership certificate noting the civil status of the couple.
- A signed letter from the surviving customer noting that the couple were still married or in a civil partnership as of the date of death.
- Copy death certificate noting that the deceased was married as of the date of death and noting the details of their spouse/civil partner as the informant.
- Copy rip.ie notification noting that the deceased was married as of the date of death and noting the details of their spouse/civil partner.
Proof of identity requirements
There are a range of documents accepted as a proof of identity. For example:
- Current valid passport
- Current Irish driving license
- Current UK driving license
- Current EU driving license
- EU National Identity Card
Proof of address requirements
We accept a wide range of documents as a proof of address. It's important that your documents meet these requirements:
- Dated within the past 6 months
- Where issued annually, dated within the past 12 months
- Must be certified
Here are some accepted documents:
- Electricity bill
- Gas bill
- Phone bill
- Bank statement
- Credit Union savings statement
- Motor insurance
- Health insurance
Note: Identification documentation is required by us in accordance with our Anti-Money Laundering obligations.
