Get Westpac Notification Of Death Funds Distribution Indemnity Form

Losing a loved one is a profound experience, and managing the associated affairs can feel overwhelming. This guide aims to provide clear and supportive instructions for completing the Westpac Notification Of Death Funds Distribution Indemnity Form online, ensuring a smooth process during this challenging time.

Follow the steps to complete the form correctly

1. Click ‘Get Form’ button to retrieve the form and open it in your preferred editor. This step ensures you have the latest version of the form to work on.
2. Enter the details of the deceased. Fill in the first name, surname, date of death, and customer number or date of birth in the appropriate fields to ensure accurate identification.
3. Provide your details as the person completing the form. Specify your relationship to the deceased, and fill in your full name, mailing address, email address, and phone number.
4. Complete the distribution of funds section. Include payment instructions for transferring funds to domestic accounts or international accounts. Ensure to fill in the account name, BSB, account number, and value for each account listed.
5. Indicate if the deceased left a will. If yes, you will need to provide a certified copy of this document. Specify whether you are seeking a Grant of Probate or Letter of Administration and provide the requisite documentation as indicated in the form.
6. Fill out the authority to release funds and indemnity checklist. Ensure all executors or next of kin have signed the form, and include all required supporting documents.
7. Finalize your form by reviewing all entered information for accuracy. After verifying, you can either save changes, download, print, or share the form as necessary.

Start completing the form online to manage funds distribution efficiently.