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Westpac Notification Of Death Funds Distribution Indemnity Form
Get Westpac Notification Of Death Funds Distribution Indemnity Form
Re happy to give you any help, support or guidance just drop into a branch or call us any time. This Form Is required to be completed if the deceased s combined Account Balances are greater than $15,000. If the combined Account Balances are less than $15,000 please visit any Westpac Branch to finalise the Estate. Authorises the Bank to finalise the Estate (close their accounts and distribute funds, as provided in Section 3). Must be signed by the executors, administrators or.
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AEST FAQ
If the account holder established someone as a beneficiary, the bank releases the funds to the named person once it learns of the account holder's death. After that, the financial institution typically closes the account. If the owner of the account didn't name a beneficiary, the process can be more complicated.
When notifying a bank or building society, make sure you have the following information to hand: Your loved one's full name, date of birth and last address. A copy of their death certificate. Bank account details (e.g. account number and sort code) if you have them.
Deceased Estate – all executors should sign and, if not already noted, a certified copy of Probate or Letters of Administration must be sent with the transfer form to the share registry. Company – signatures of two directors (or a director and the secretary) or if there is a sole director, signature of that director.
The Westpac Estates Management Team are specialists in deceased estates who can provide guidance about the process and manage settling the estate. The Westpac Estates Management Team are available on 1300 130 240, Monday to Friday 9:00am - 5:00pm (Sydney time). If you are calling from overseas, call +612 9155 7590.
By visiting a branch If you require any help in relation to the estate, please contact our Estate Care team on: 1300 130 240 Monday–Friday, 9am–5pm AEST. Calling from overseas: +612 9155 7590.
An estate plan includes your Will and other key documents that detail how you would like your assets distributed after your death. Your estate plan will also include documents that specify how you would like to be cared for medically and financially if you lose your ability to make decisions for yourself in the future.
You will be required to complete a Death Benefit Information Form (which we can give you), and provide a certified copy of the Death Certificate. In most cases you will also need to provide a certified copy of the Will and a Grant of Probate or Letters of Administration (where there is no Will).
To settle and close these accounts, you'll need to talk to each of the separate service providers. The deceased person is likely to have ongoing standing orders and direct debits, so it's best to notify these organisations of the death as soon as possible to avoid receiving letters demanding outstanding payments.
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