Helping you with bereavement

Grieving the death of a loved one is incredibly difficult. It can be tough to know what to do and how to cope - and that’s without the administrative and financial aspects.

To help you during this challenging time, we have put together some information covering the steps you need to take following the death of a family member or close friend. This will help you to organise the financial affairs and will hopefully ease the pressure of the bereavement process. 

If you would prefer to speak to someone, our colleagues are trained to assist customers with a variety of specialist needs, situations and circumstances. Please visit us in branch or call us on 0800 781 4311.

How to Notify Us

Information for Members with a savings account

This process depends on the types of account held, the amount of money in the accounts and if there's a Will.

Once we've been told about a death, payments from savings accounts held in the sole name of the deceased are frozen. If it's a joint account, once we've registered the death, control automatically passes to the other account holder(s).

If you are the beneficiary:

(Beneficiary is spouse, civil partner, parent or child of the deceased)

Balance under £30,000

Documentation required

  • Death Certificate – Original or copy can be accepted
  • Statutory declaration form completed and signed by the executors/next of kin also certified by a Solicitor/Justice of the Peace/Commissioner for Oaths
  • Identification for each executors/next of kin
  • Withdrawal form

 

Balance above £30,000

Documentation required

  • Death Certificate – Original or copy can be accepted
  • The original Grant of Probate or Letters of Administration
  • Withdrawal Form signed by all named on the grant of probate.
  • Identification for each executors/next of kin

If you are not the beneficiary:

Balance under £5,000

Documentation required

  • Death Certificate – Original or copy can be accepted
  • Statutory declaration form completed and signed by the all and to be witnessed by a certified by a Solicitor/Justice of the Peace/Commissioner for Oaths
  • Will
  • The original Grant of Probate or Letters of Administration
  • Identification for each person
  • Withdrawal forms

 

Balance above £5,000

Documentation required

  • Death Certificate – Original or copy can be accepted
  • Statutory declaration form completed and signed
  • Will
  • The original Grant of Probate or Letters of Administration
  • Identification for each person
  • Withdrawal forms

Information for Members with a mortgage

To send us your completed Statutory declaration form or other information fill out the form below and a member of our team will contact you.

Bereavement FAQs

How do I register a death?

How do I check if there's a Will?

What do I need to do to arrange the funeral?

Who do I need to contact?

Will inheritance tax need to be paid?

Next steps

Do you have any questions? You may still want to speak to us and our team is here to help you. Please get in touch by visiting us in branch, giving us a call on 0800 834 312 or contact us on our email bereavement@furness-bs.co.uk

Or get in touch with us

Branch finder

Visit one of our branches in the North West

Contact us

Or see all the ways you can contact us, online or via post

What is your name