What do I need
The best place for you to start is to visit your local branch. They will be able to provide you with the information you need to get the process started.
The documents listed below will assist the branch to help settle the Estate.
Documents we may require
- Death Certificate - original or certified copy1
- Will - original or certified copy
- Deceased customer advice form
- Estate Declaration form - if Grant of Probate or Letters of Admin is not being obtained
- Grant of Probate - may be required depending on the assets of the Estate. We'll let the Executor know if this is needed once the Estate has been reviewed
- Letters of Administration - may be required if there is no valid Will. We will let the Next of Kin know if this is needed once the Estate has been reviewed.
Information that may be helpful
- Bank account numbers of the deceased
- Contact details of the person representing or acting on behalf of the Estate
- Address details of any property we may hold as security
Browse our help topics
- What is PayID?
- What are the benefits of PayID?
- Who can create a PayID?
- What happens if I lock my PayID?
- What if I don't like my PayID name?
- What happens if the PayID I want to use is already registered by someone else?
- What should I do if I don't receive the six digit verification code when creating a PayID?
- Is it safe to share my PayID?
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- Can one PayID be linked to more than one account?
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- How safe and secure is this?
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- How long do I have to approve a payment on a two to sign account?
- Is Osko by BPAY different from BPAY? Will it replace BPAY or BPAY View?
- What PayID types can be used?
- Will PayID replace BSBs and account numbers?
- Is PayID secure?
- Can I transfer my PayID to a Bendigo Bank account from another financial institution?
- Do you have to be registered for e-banking to create a PayID?
- Why might an account not be visible when creating a PayID in e-banking?
- Can a PayID be created on a term deposit account?
- What happens if I lose my mobile phone and that number was also my PayID?
- When using a PayID, how do I know I'm paying the right person?
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- Can a PayID be used to make or receive overseas payments?
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- Can you give me an example of when I might need to use a fast payment?
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- Where am I able to see transaction references over 280 characters?
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