Westpac Deceased Estate Account Instruction Form
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People also ask westpac deceased estate forms
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How do I close a deceased person's bank account at Westpac?
Please notify us either in person, online or in writing and when available, provide Westpac with a certified copy of proof of death and a Will, if applicable.
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How do I contact Westpac Bank deceased estates?
The Westpac Estates Management Team are specialists in deceased estates who can provide guidance about the process and manage settling the estate. The Westpac Estates Management Team are available on 1300 130 240, Monday to Friday 9:00am - 5:00pm (Sydney time). If you are calling from overseas, call +612 9155 7590.
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How do you handle a bank account when someone dies?
In these cases, simply visit the bank with a valid ID and a certified copy of the death certificate. You will then have access to the account, allowing you to withdraw the funds as needed.
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How do I notify Westpac of a death?
How to let us know Via email: estatesmanagement@westpac.com.au. Via post: Estates Management – Mailstop 30.A.3. GPO Box 3433. Sydney NSW 2001. By visiting a branch (It's recommended you make an appointment to visit a Westpac branch. Allow approximately 45 minutes for this appointment)
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How to open a deceased estate bank account in Australia?
Contact the bank: Contact your or the deceased person's bank to enquire about 'Estate of the Late accounts'. It is easiest to do this with a bank you already have an account with to save you from having to be identified and provide your information to open a new account.
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What to do when someone dies in Westpac?
Call the Westpac Estates Team on 1300 130 240, Monday – Friday, 9am–5pm (Sydney time). Or if you're overseas, call +612 9155 7590. By mail: Westpac Bank Estates Management IBN 11, GPO Box 3433, Sydney, NSW 2001. What happens to your loved one's accounts when you notify us?
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How to open a bank account for the estate of a deceased person?
What Do I Need to Do When I'm Opening an Estate Bank Account? The death certificate. The person's Social Security number. An Employer Identification Number for the estate, since the estate is considered a separate entity — it's not the same as the person who died. Other documents needed by your bank.
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How long do bank accounts stay open after death?
To ensure that families dealing with the death of a family member have adequate time to review and restructure their accounts if necessary, the FDIC will insure the deceased owner's accounts as if he or she were still alive for six months after his or her death.
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