Get Ybs 1667(23/05/18)draft.indd - Yorkshire Building Society

This guide provides users with detailed, step-by-step instructions on filling out the YBS 1667(23/05/18)DRAFT form from Yorkshire Building Society online. Designed for Personal Representatives or Executors, this form is essential for closing accounts following bereavement.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access and open the YBS 1667(23/05/18)DRAFT form in your preferred editor.
2. Begin by filling out section 1, which requires information about the deceased, including their forename(s), title, surname, date of death, residential address, and Yorkshire Building Society account numbers.
3. Proceed to section 2 to input details of the Personal Representative(s). This includes names, titles, and contact information for up to two representatives.
4. Depending on the account balance, complete the appropriate sections: for balances of £5,000 or less, complete sections 1, 2, 3, and 6; for balances between £5,000.01 and £30,000, complete sections 1, 2, 4, and 6; and for balances of £30,000.01 or more or when a Grant of Probate or Letters of Administration are obtained, complete sections 1, 5, and 6.
5. Make sure to have necessary signatures for sections that require witnessing, such as section 4 for balances between £5,000.01 and £30,000. Ensure the witness is an authorized individual, such as a solicitor.
6. Gather and attach the required Identification (ID) as specified on page 3 of the form. If you are an existing customer, check if additional ID is needed for Executors.
7. Review the completed form for accuracy, ensuring that all necessary parts are filled out based on the instructions provided.
8. Submit the form along with the required ID and any other necessary documentation, either in person or as instructed.
9. After submission, save a copy of the completed form for your records. You may also choose to download, print, or share the form as needed.

Complete your document online today to ensure everything is handled smoothly and efficiently.