We are sorry to hear of your loss and extend our sincere condolences to you and your family. We recognise this is a difficult time and want to support you as best we can.
The team will:
We go through the bereavement process in three stages:
Call the bereavement team on 0330 303 0092 and select option 1.
Complete our Notification of Death form (BT02) and send this to us using our freepost address below (no stamp required):
Freepost SECURE TRUST BANK
We will stop any further transactions on the account to prevent any unauthorised withdrawals or deposits, but the account will continue to earn interest. We will stop any communications, but if something is already on its way and you receive this, we apologise for any upset this may cause.
We will need the following:
If the total balance of the account(s) is under £50,000, we can accept a copy of the Will (either original or certified copy) instead of a Grant of Probate.
Don’t worry if you don’t know the total balance of the account(s), as we will contact you to advise which documents we need.
If it’s a joint account, we only require an original or certified copy of the death certificate. The account will become a sole account in the name of the remaining account holder.
Once we have received all the relevant documents and validated the information provided, we will send an Account Closure form (BT14) to the executor(s). This should be completed and returned to us using our freepost address below (no stamp required):
Freepost SECURE TRUST BANK
Once we receive this form and complete the final checks, we can release the funds and send these to the requested account.
If you require funds to pay any inheritance tax, we will need the following:
Please be advised that we do not offer APS accounts, but you can use your APS allowance with another provider.
To Transfer the APS allowance, contact your new ISA provider with details of the Secure Trust Bank ISA account, who will then request an APS Transfer on your behalf. Once we have received this notification of transfer, we will provide them with a transfer declaration.