Deceased Customer
Notification
We’re sorry.
No matter how prepared you were, saying goodbye to someone is never easy. And what comes next – the relatively unimportant
paperwork – just seems to make things harder.
We’ve made it as easy as we can with this form. If you have any trouble completing it, just call us on 1300 911 451. We’re here between
8am – 5pm (Australian Eastern Standard Time) weekdays, and we’re always happy to help.
About this form.
•It allows you to let us know one of our customers has passed away, claim the reimbursement or arrange payment of their funeral
account, and where possible to authorise finalisation of their estate
• It should be submitted by the customer’s closest next-of-kin or executor
• If you haven’t given them to us previously, you’ll need to attach certified copies of the following supporting documents:
– A photo ID (such as a driver’s licence or passport) if you are not a NAB customer
– Full death certificate
– Account or receipt if you’re claiming reimbursement or payment of the funeral account
– Any other relevant documents, such as a will, probate or letters of administration
Please note.
•If there are multiple executors under the will we will need authorisation from them to finalise amounts. We will contact you or your
nominated represented to arrange this at a later date.
Section 1
Deceased customer details (this helps us match the deceased to our bank records)
Full name
What are the deceased’s NAB account numbers (if known)?
Address
State
Date of birth
/
Postcode
Date of death
/
/
/
Marital status:
Widowed
Married
Never married
In a de facto relationship
Separated
Divorced
If they were, how long was the deceased separated or in a de facto relationship?
Section 2
Your details (so we can reply to you)
Full given name(s)
Surname
Your residential address
State
Postcode
State
Postcode
Alternative address or PO Box (if you’d prefer to hear from us there)
Relationship to the deceased
Daytime phone number
(
)

Who should we work with when taking care of this request?
Option 1:
When it comes to estate matters, please deal with me.
Option 2:
I need help dealing with the estate. Please ask NAB Executor Assist to contact me.
(NAB Executor Assist is a service offered by National Trustees Limited, for a cost)
Option 3:
Please deal directly with the estate’s Solicitor/Lawyer/Executor/Administrator.
Their name and contact details are:
Full given name(s)
Surname
Address
State
Phone
(
Postcode
Email
)
Section 3
Will/Probate (This helps us decide what documents will be required to finalise the estates account)
Just so you know, you’ll need to send us certified copies of the documents if you select ‘Yes’ to any of the questions in this section.
3.1Is there a Will?
Yes No Go to 3.3
Unsure
Go to Section 4
3.2Has anyone applied (or is intending to apply) for Probate? All estates worth more than $50,000 require one.
Yes Go to Section 5
No
Unsure
Go to Section 4
3.3Has anyone applied (or is intending to apply) for Letters of Administration?
Yes
No
Unsure
}
go to Section 4
What is probate?
All estates worth more than $50,000 require probate. Probate is the process of proving and registering in the Supreme Court
the last Will of a deceased person.
Please refer to the following states for Probate information:
VIC: https://statetrustees-px.rtrk.com.au
WA: http://www.publictrustee.wa.gov.au
NSW: http://www.tag.nsw.gov.au
QLD: https://www.pt.qld.gov.au
AC:
http://www.publictrustee.act.gov.au
NT:
http://www.nt.gov.au
SA:
http://www.publictrustee.sa.gov.au
What are Letters of Administration?
Letters of Administration is required when the deceased has not left a will and the estate is valued at over $50,000. This process
is also undertaken by the same state trustee’s authorities that manage probate, and is applied for by the nearest Next of Kin.
Section 4
Next of Kin (Next of kin is a person's closest living relative or relatives)
We understand this section of the form could be confusing. If you need our help, please call us on 1300 911 451. We’re here between
8am – 5pm (Australian Eastern Standard Time) weekdays.
4.1Are you the Next of Kin?
Yes Go to 4.3
No Go to 4.2
Unsure
(Go to Section 5)
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4.2If you are not the Next of Kin please tell us who is, and we will contact them with further information (then go to Section 5).
Name
Address
State
Relationship to deceased
Postcode
Phone Number
(
)
4.3Because I am the next of kin of the Deceased I claim to be entitled to the net proceeds of the Deceased's accounts.
My relationship to the Deceased is as follows:
Spouse (wife/husband)
Parents (mother/father)
Children (over 18)
Domestic Partner
Siblings (brother/sister)
Other
4.3aTo the best of my knowledge, the Deceased did not leave a survivor with more entitlement to funds as next of kin.
4.3bIn consideration of NAB paying the net proceeds of the Deceased’s accounts to me:
•I understand that I will be required to provide certified copies of documents as proof of my/our relationship to the Deceased
(e.g. Marriage certificate, Birth Certificate etc) and
•I understand that I will be required to verify who I am prior to NAB releasing any surplus funds and
•My successors and assigns, jointly and severally, indemnify NAB, on demand, against all liabilities, losses, damages, claims,
demands, proceedings, judgements, charges, costs and expenses which may at any time be incurred by NAB or brought against
NAB by any person on account of or in respect of this payment to me.
We ask this to make sure there is no-one else that would have a right to make this claim.
Please note that both Parents, or all Children and all Siblings, as shown on the Death Certificate are required to co-sign.
If there are more children/siblings etc. than just you, we will send additional forms for completion.
If you don’t think you’re entitled to the net proceeds of the Deceased’s accounts, please leave this blank and go to section 5.
Section 5
Funeral Funds
Complete this section if you’d like payment of the funeral from the Deceased’s NAB account funds. We’ll need the funeral receipt
or account in order to arrange it. Reimbursement can only be paid to the person on the funeral account invoice.
Has the funeral been paid for?
Yes
Go to 5.1
No
Go to 5.2
5.1Are you claiming reimbursement from the estate funds held with NAB?
No – I have already paid for the funeral and don’t need help – go to section 6.
Yes – I want to be reimbursed from the estate funds as follows:
By electronic funds transfer into the following accounts (allow up to 2 business days from the time we send the funds):
Name
BSB number
Account number
Receiving bank name
Warning: Please ensure all details are correct. NAB cannot check the account name matches the BSB or account number. An incorrect
BSB or account number will result in your money being paid to the wrong account and may result in the loss of your funds.
Bank Cheque made payable to (allow up to 5 business days from the time we send the funds):
Cheque Payable to
5.2Do you want us to pay the funeral account from the estate funds held with NAB?
Yes – Include a copy of the funeral invoice or account when you return this form, and we will pay on your behalf as per the instructions on the invoice.
No
Go to section 6
Section 6
How would you like us to Proceed?
6a Do you share a joint savings account or investment account with the deceased?
Yes
No
Go to section 6b

If ‘Yes’, would you like the names of these joint accounts changed?
Yes
No
We can only change joint accounts held between you and the deceased when proof of death has been provided. The account numbers
will stay the same.
6bDo you give NAB permission to combine all NAB accounts and clear any debts held solely by the deceased? This includes their personal
loans, credit cards, overdrawn transaction accounts and more.
Yes
No
Unsure
*If there are not enough funds to clear debts, we will contact you. You are not responsible to clear a debt held solely in the deceased’s name.
6c Do you give NAB permission to finalise all NAB accounts/release funds held by the estate?
Yes
No
Unsure
Please complete payment details below
}
We’ll be in touch to discuss how to proceed
How do you want the payments to be made?
By electronic funds transfer into the following NAB account (quickest option)
Name
BSB number
Account number
By electronic funds transfer into the following account (allow up to 2 business days from when the accounts are closed):
Name
BSB number
Account number
Receiving bank name
Warning: Please ensure all details are correct. NAB cannot check the account name matches the BSB or account number. An incorrect
BSB or account number will result in your money being paid to the wrong account and may result in the loss of your funds.
Bank Cheque made payable to (allow up to 5 business days from when the accounts are closed):
Cheque Payable to
If funds are required in a foreign currency, please nominate the currency and an international cheque will be provided. We will apply
the NAB rate that applies. Fees may also apply.
Section 7
Your identification (This is a Government Requirement)
Finally, we’ll need proof you’re who you say you are. We’re sorry we have to be so suspicious, but it's the only way we can keep the
deceased’s account safe. So please provide us with either of the following:
Option 1:
One of your existing NAB account numbers
Option 2:
A certified copy of your photo ID (such as your driver’s licence or passport)
Now all that’s left to do is sign below, acknowledging the information and payment instructions you’ve given are correct:
Your Signature
✕
Date
/
/
Important information:
•Accounts belonging solely to the deceased will be stopped to prevent further transactions, such as periodic payments
and automated direct debits.
•If the deceased customer held credit cards with additional credit card holders, the additional cardholders can no longer use
their cards. If the additional cardholder would like a new credit card, they’ll have to apply for a new one in their own name.
Please visit a branch or nab.com.au to apply.
•If have access to them, please destroy any credit, debit or NAB Travellers cards the deceased held by cutting it (including any
chip on the card) diagonally in half.
©2014 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A111424-0914
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