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:

Post

Bereavement Services
Specialist Customer Support
Nationwide Building Society
Swindon
Wiltshire
SN38 3FN

Call us

0800 464 30 18

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.



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