Get Barclays Bereavement Closure Form

Completing the Barclays Bereavement Closure Form online can be a straightforward process when guided properly. This guide will help you navigate through each section of the form, ensuring that you provide the necessary information smoothly and efficiently.

Follow the steps to complete the form online effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the deceased in the appropriate field. This should be the full legal name as it appears on official documents.
3. Provide the reference number, which usually starts with 'BRV'. This helps identify the specific account related to the deceased.
4. If you wish to release funds via transfer, fill in the nominated account name, sort code, and account number. Ensure that the details are accurate to avoid any delays.
5. Indicate the bank name associated with the nominated account. If applicable, enter the payment reference number or roll number required for certain accounts.
6. If you choose to receive funds by cheque, specify to whom the cheque should be made payable within the designated section.
7. For any bonds or ISAs you wish to keep open until maturity, provide the sort code and account numbers for each relevant account.
8. If transferring currency accounts, detail the nominated account name, account details, and nominated currency. Review the exchange rate information if you plan to transfer into a sterling account.
9. Read the authorization statement carefully. By signing, you confirm consent for Barclays to close accounts, pay balances, transfer remaining funds, and handle any children’s savings accounts accordingly.
10. Ensure you confirm acceptance of the terms, provide your full names, relationships to the deceased, addresses, and all required signatures, including dates.
11. If you are completing this form as a solicitor, fill in your firm name, full name, signature, and date as required.
12. Finally, indicate your preferred method of contact in case Barclays needs to reach you for any clarifications.
13. After completing the form, you can save changes, download, print, or share the form as needed.

Complete the Barclays Bereavement Closure Form online today for a seamless process.