![]() ![]() Power of Attorney - A legal document authorising someone to represent or transact on the account holders behalf. It also acts as confirmation of the executor’s office. It is a court ruling of the Sheriff Court in Scotland authorising the personal representative to administer the estate. Probate can also be known as the ‘Grant of Probate’ when there’s a will in place, or the ‘Grant of Letters of Administration’ when there isn’t a will.Ĭertificate of Confirmation (Scotland) - this is the legal evidence of the personal representative’s authority to manage the deceased’s estate whether or not there is a Will. We’ll let you know if we need Probate when you tell us of their death. Probate - this is a document that says who can deal with the estate of the person who has died. Letters of Administration - A document that gives the power and authority to sort out the estate after a death where there is no Will. The registrar can provide a number of copies to save time when you’re registering claims with various financial companies.Įxecutor - The person named in the Will to administer the estate and carry out the wishes of the person who has died. ![]() If they were part of a limited company, you’ll need to update Companies House before we can remove them from a TSB business account.ĭepending on the type of business entity, and if the business is going to continue trading, you may need to open another business account before you can close this one.Įstate – This refers to the property, money and possessions of the person who died that will need to be dealt with after death.ĭeath Certificate – this is a certified copy of the entry in the register of deaths. If they had a mortgage, loan, or overdraft with us, then we’ll let you know what the balances are on these accounts and what your options are.įind out what support is available to you on our Money Worries page. If you’re struggling to keep up with payments, we’re here to help and support you. Mortgage, loan, or overdraftĭealing with the debt of someone you’ve lost can be difficult. If they were an additional cardholder on somebody else’s credit card, we’ll cancel that card. We’ll give you guidance on clearing any balance left on their account. We’ll let them know about their death, and Aviva will send you a letter about your options. TSB home insurance is underwritten by Aviva. This is called the Additional Permitted Subscription (APS).Ĭomplete the form and send it to: ISA Team However, a surviving spouse or civil partner can make use of the ISA allowance that has built up. You aren’t able to transfer this ISA to one that’s held by someone else. ![]() ISAĪny ISA they held with us will be closed and included as part of their estate. With joint accounts, we won’t block any payments, so you can continue using the account as normal. We’ll also freeze any cards or cheque books they have. We’ll secure their account(s), to stop any money from going in or out. All your information will be saved, you’ll just need to sign back in with your Government ID to continue.įor more help with Adobe Forms, please watch this short video As part of this security, the form expires after 60-minutes. Please note: We use Government ID to add protection to this form. Once everyone has signed the form, we’ll start working with you to close the account. ![]() They’ll then be able to digitally sign it. When you’ve taken the photo, make sure it’s in focus and you can read all of the text.Īfter completing the form, we’ll email a copy to any next of kin or executors that you’ve named.Try to avoid overhead lights or using flash as this may distort the picture.The whole document needs to be visible, so don't crop it.Lay the ID completely flat on a clear surface with nothing else in the picture.You’ll need to take a picture of yourself and your photo ID (such as a driving licence or passport). If we ask you for ID when filling out the bereavement form, you’ll need to use your phone or tablet to take pictures. If you’re a TSB customer or have power of attorney for a TSB customer, please use the form below. ![]()
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