If an account holder has passed away
If you need to close or transfer the account of someone who has passed away, we’re here to make it as easy as possible.
Telling us someone has passed away
We can easily help you online or over the phone, so when you’re ready, get in touch.
Important details when you get in touch
It will help us if you have:
your name and contact details
your relationship to the account holder
the name of the executor (if it isn’t you) and their details
the account details of the deceased person.
You don’t have to be family or the executor of the estate, as long as you can tell us the above information.
If we need any documents, we’ll let you know the best way to send them to us.
Next steps
We’ll guide you through the steps to close the account or transfer it to another person.
Financial advice and other support
There are community financial counselling and support services available for free in Australia. Here are some options:
Call the National Debt Helpline on 1800 007 007 Monday to Friday, 9.30 am to 4.30 pm or go to ndh.org.au.
Access financial counselling services at Moneysmart.gov.au.
Find help from community welfare organisations such as The Salvation Army, Anglicare and St Vincent de Paul Society.
Get support including counselling, support groups and online resources from Grief Australia.
Call Griefline on 1300 845 745, available 7 days a week, 8 am to 8 pm.
