How to inform Halifax of a bereavement
As losing a loved one can be a difficult and emotional time, Halifax has made it as simple as possible to notify them of the death of an account holder. They have put in place a range of options you can use to notify them which we Will cover in more detail below.
If you are the executor, next of kin or representative of the person that has passed away and have the death certificate or another document that provides proof of death, you can:
- Speak to one of Halifax’s bereavement advisors by calling on 0800 028 1057 (Lines are open 8am-8pm, seven days a week)
- Follow the 8 step online questionnaire that can be found on the Halifax website.
You can also register a death with Halifax by booking an appointment to visit one of their 553 nationwide branches. You'll need to take proof of identity with you which can include documents such as:
- A valid passport
- Northern Ireland Electoral Identity Card
- UK valid photocard full or provisional driving licence
- HMRC assessment or statement
- Recent utility bill
If you do not have the death certificate, you can still notify Halifax by completing the online Bereavement Notification Form. You Will need to provide some information about yourself along with the account details of the person who has died.
What documentation Will you need to provide to Halifax to register the death?
To let Halifax know about the death using any of their bereavement registration service, you Will need to provide one of the following documents:
- UK death certificate
- Foreign death certificate
- Interim death certificate
- Grant of probate
- Letters of administration
- Certificate of confirmation
- Coroner’s report
- Death certificate verification
- Other proof of death document
If you are the person informing Halifax, you Will also need to provide your proof of identity and address using one of the documents that are mentioned above such as a passport, driving licence or utility bill.
They Will also ask you to provide some information about the person who passed away such as their full name, address, date of birth, date of death and their account details.
What happens next?
Once you have provided all the relevant information about the deceased and their account, Halifax Will then proceed to close the account which may take up to 6 weeks. Any money held in the account Will be transferred to the executor, next of kin or legal representative.
It's also worth knowing that if the deceased had accounts with any other of the below banks or building societies, you don't need to do anything else. Halifax contact them on your behalf.
- Lloyds Bank
- Halifax
- MBNA
- Birmingham Midshires
- Clerical Medical
- Scottish Widow
Should probate fees, funeral costs or inheritance tax needs to be paid from funds held in the account, Halifax Will assist with releasing the amounts required.
If Halifax requires any further information from you, someone from their Bereavement team Will be in touch.
Need help with probate after a family member or friend has passed away?
Probate is a complex process, with a great risk for the executor if not executed correctly.
Contact us at Wills Services today for professional probate advice, and help with probate.
