Checklist


Important information

Our Bereavement Services Department is currently experiencing high volumes which are resulting in prolonged delays. We sincerely apologise for this. If you have sent in a request we will do our best to get to it as soon as possible. For urgent queries please contact our dedicated Open24 Bereavement Line on 01 212 4077.

We will help you through the process of dealing with a Deceased Account and let you know what documentation we will need. Here is a broad list of documents we are likely to need when helping you:

What documents will we need?

  • Certified copy death certificate
  • Certified copy of will where applicable
  • If a solicitor is dealing with the estate they need to notify us in writing
  • Certified proof of address and certified proof of identification for all the executors if a will or two nominated next of kin where there is no will
  • Small Balance Claim Form where applicable
  • Grant of Probate/Letters of Administration where applicable
  • Certified certificate of marriage/civil partnership

Proof of identity requirements

There are a range of documents accepted as a proof of identity. For example:

  • Current valid passport
  • Current Irish driving license
  • Current UK driving license
  • Current EU driving license
  • EU National Identity Card

Proof of address requirements

We accept a wide range of documents as a proof of address. It's important that your documents meet these requirements:

  • Dated within the past 6 months
  • Where issued annually, dated within the past 12 months
  • Must be certified

Here are some accepted documents:

  • Electricity bill
  • Gas bill
  • Phone bill
  • Bank statement
  • Credit Union savings statement
  • Motor insurance
  • Health insurance

Note: Identification documentation is required by us in accordance with our Anti-Money Laundering obligations.

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