Get Scottish Widows Bereavement

Filling out the Scottish Widows Bereavement form is an important step in managing the estate of a deceased individual. This guide provides clear and comprehensive instructions to assist users through the online process, ensuring that all necessary information is accurately captured.

Follow the steps to successfully complete the bereavement form.

1. Click 'Get Form' button to obtain the bereavement form and open it for filling out.
2. In Section 1, enter the details of the deceased customer. Provide their title, surname, first name(s), date of birth, and date of death. Ensure that you accurately fill in all fields to avoid processing delays.
3. In Section 2, list all Scottish Widows Bank accounts held by the deceased. For each account, provide the account number and the name of the account holder.
4. If you are acting on behalf of the estate, complete Section 3 with the details of your solicitor. Include their name, address, postcode, registration number, and contact information. This information may be required for any legal correspondence.
5. In Section 4, provide details about the Personal Representatives. Include their titles, dates of birth, full names, addresses, and contact telephone numbers. Make sure to obtain the necessary signatures.
6. Complete Section 5 regarding the Grant of Representation. Indicate if it has been obtained and, if not, answer questions about debts and funeral expenses. Provide supporting documents as required.
7. Section 6 requires bank details for the recipient account where funds will be paid. This must be an Executor's account. Fill in the sort code, account number, account name, and any applicable roll number.
8. In Section 7, all Personal Representatives must sign and date the form confirming their agreement for the funds to be paid to the designated bank account.
9. Once all sections are completed, ensure all required documents are attached, including the completed bereavement form, death certificate, bank identification, and Grant of Representation if applicable.
10. Save your changes, and then download, print, or securely share the completed form as necessary.

Complete your Scottish Widows Bereavement form online today to ensure timely management of the estate.