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Losing a loved one or friend can be a difficult and emotional time. While the tasks to settle the banking arrangements of someone who has passed away can seem daunting, with the right support, we can tackle the process together to make it as simple and as seamless as possible.

 

And to assist in this, you can refer to our list of frequently asked questionsindustry contact details, as well as 2 PDF brochures explaining the process, the documents needed and what’s likely to be involved:

Bereavement Booklet (PDF 3MB) - for executors and administrators

Estates Management checklist (PDF 49KB) - for peace of mind to ensure you haven't missed anything.

 

If you have any questions, we're here to help. Just call the Estates Management Team on 1300 130 240, Monday to Friday 8:30am - 5pm (Sydney time). If you are calling from overseas, call +612 9767 0722.

What are the steps involved?

1. Notify us who has passed away - 2 options

  • Simply visit a Westpac branch, many of which have specialist Estate Management staff. Make sure you bring identification.
  • Mail or fax a cover letter with your name, address and contact number, along with: 
    • Full name of the deceased customer and details of 1 account number they held, if possible (even if there are multiple account)
    • Proof of death (for notification only)
    • A certified copy of the will, if known.
       
      Mailing address: GPO Box 3433, Sydney NSW 2001
      Fax: 02 9767 0897

2. We’ll contact you

A letter will be provided within 7-10 days to authorised persons or estate administrators containing details of any accounts or services held by the deceased, and what’s required to finalise these.

3. Forward required documents to us

Once the requirements and documents are gathered, as outlined in the letter we sent in step 2, simply forward to us via the options provided in the requirements letter we sent to you.
 

While estates can differ, it’s important to complete and supply all requirements as requested to avoid any possible delays. If you have any questions, please don’t hesitate to contact our Estates Management team.
 

Additionally, the executor/s, administrator/s, or next of kin will be required to complete Westpac's Customer Identification Document (CID) to satisfy Commonwealth law requirements. Again, details are contained in the letter we’ll send in step 2.

4. We’ll close the accounts and release funds

Once all is in order and any debits have been offset against credit balances, we close the accounts and release the funds as per instructions provided.