Information:
What you need to do
1. Tell us and begin dealing with the estate
One of the first things to do is let us know about the death. We'll also cover how to get a death certificate, if you haven't already, and how to let both Nationwide and the person's other financial providers know in one go. After that, we'll look at dealing with the person's estate and whether you manage that yourself or appoint a legal representative.
2. What happens to the person's accounts
After we've received the death certificate, we'll start making changes to the person's accounts. This includes everything from current and savings accounts to mortgages and loans.
3. Releasing money for expenses and closing accounts after bereavement
With steps 1 and 2 complete, you can release funds from the person’s accounts to help cover any expenses. This may include paying off any debts the person held, support with paying for and arranging the funeral, and reviewing taxes. You can also choose to close the person’s accounts. There are lots of organisations that can help with your finances at this time, so we'll let you know about those too.
Download our support leaflet
If you would prefer to print out the information, you can download our bereavement support leaflet. The leaflet contains a useful checklist to help you work through everything you need to.
Emotional and financial support
Living with bereavement can be a challenging time. There are several charities and support organisations on hand to help you every step of the way.
You may also be entitled to receive extra financial help and benefits, which can be even more important at this time.
Information for lawyers
If you're acting for one of our customers, see our information for lawyers.