If you’ve recently lost a family member or friend, we understand that this can be an emotional time. That’s why we want to make it as easy as possible for you to go through the process of finalising their accounts.
If you would like someone to talk through the process with you, or if you have any questions, feel free to call us on 13 14 22.
What you need to do
A summary of the steps is provided below. For full details, please download our Deceased Estates brochure or drop into a branch to pick up a pack which has a copy of the brochure and the relevant forms.
Step 1 – Notify us
You can notify us of the death of a loved one by completing our Deceased Customer Notification form. At this stage, you will also need to provide evidence of the death.
Step 2 – Provide the necessary documents and information to us
Once you have notified us that a loved one has passed away, the next step is to collect a range of information and documents that we need to finalise the account. Generally the executor/administrator will do this for you. We have outlined the documents we need to receive in the Document Checklist below.
Step 3 – Heritage reviews the estate
Once we receive all the documentation, our Deceased Estates team will thoroughly review the accounts your loved one held at Heritage when they passed away.
Step 4 – Complete any additional requirements
If we determine that there are additional requirements or documentation needed to finalise the estate, we will let you know in writing.
Step 5 – Release the funds
Once all the requirements for the estate have been met, we can release funds held in the Heritage accounts, according to the instructions of the executors/administrators.
Essential documents that must be completed/supplied