Bereavement Support

At this difficult time we realise that you will have a lot to think about. That’s why we want to make it as easy as possible to deal with us and provide you with all the information you may need.

Remember we are always here to help. You can choose to speak to us over the phone or visit one of our friendly local branches where privacy will be provided.

First steps – notifying us

To notify the society of the death of an investor you will need to provide:

• Original Death Certificate or
• Certified Copy of the Death Certificate from a Solicitor

Withdrawals

After notifying us, certain withdrawals can be made from the account for the following:

• Funeral Expenses
• Inheritance Tax
• Probate Court Fees

In all cases the original invoice must be produced, and the cheque will be issued made payable to the relevant institution.

Receipts

We can accept cheque payments into the account after notification providing they are made payable to the account holder from third parties and that the account is in their sole name.

Tax Free Savings

In order to comply with HM Revenue & Customs regulations, the investor’s entitlement to receive interest with no tax deducted will cease as from the date of death.

Next steps

You can download our bereavement leaflet from our Useful Downloads for Savers page that explains some of the options available and identifies the documentation that you will need to present.

When you’re ready, give us a call 01623 676350 or visit your local branch and we can help you through any necessary arrangements.