This page sets out what payments we can make before a grant of representation is obtained and also what we require in order to close accounts.
There are links to the relevant forms, which you can print off and use as appropriate.
If the deceased customer held joint accounts, these will be transferred into the remaining account holder’s name.
What's on this page
How to notify us of a death
To notify us of the death of a customer and to obtain date of death figures, you can get in touch in the following ways. You’ll need a copy of the death certificate or other evidence of the death, such as a coroner’s interim certificate:
Online
Post
Bereavement Services
Specialist Customer Support
Nationwide Building Society
Swindon
Wiltshire
SN38 3FN
Call us
Monday to Friday, 9am to 5pm.
Saturday, 9am to 12pm.
Closed Sundays and bank holidays.
Payments before closure of the account
Prior to a Grant of Representation being obtained, we can release funds for the payment of the funeral costs, probate court fees and inheritance tax.
To request payment of any of these items, please see below for our requirements.
Funeral expenses
We require a copy of the funeral invoice. The cheque will be made payable to the funeral directors.
Probate Court fees
We require our Request for funds to cover fees form (IF21) signed by the Personal Representative. The cheque will be made payable to HM Courts and Tribunals Service.
Inheritance Tax
We require the IHT423 form (opens in a new window) signed by the personal representative.
Once we receive the form, we’ll pay HMRC via an electronic payment. Please see the ‘Payment information’ section of our bereavement support leaflet - PDF 320KB (opens in a new window) for more information.
Closure of deceased customers' accounts
Where the balance of the deceased's sole accounts with Nationwide is less than £50,000 and no Grant of Probate or Letters of Administration are being applied for, the accounts may be closed upon completion of the Bereavement Request to close accounts form.
For balances above £50,000 we will require a Grant of Representation together with a closure form signed by the Personal Representative in order to close the account.
Note:
Closure statements will automatically be provided once the accounts are closed.