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What you need to do

In order for CommBank to settle an Estate, please notify us by following the two steps below. If you have any questions or require assistance at any time please visit a CommBank branch or contact 1800 686 153 between 8.30am and 5:00pm, Monday to Friday (Sydney time).

Branch staff will help you complete a Deceased Customer Notification Form or alternatively, you can download the form and complete it before visiting the branch.

Please bring the following documents with you:

  • The original Death Certificate
  • Original funeral receipts (if funds are required from the Estate to pay for funeral expenses)
  • Your photo ID if you are not already a CommBank account holder

If you are an executor of the Will:

If you are an administrator of the Estate, or if there is no Will:

Once we have assessed the documentation and the Estate, we will notify you in writing with details of what you will need to do to settle the Estate.

On occasions, the Bank may request that you complete additional forms in order to assist us with finalising an Estate.  Please use these forms only when requested.

Glossary


Administrator - Person/s appointed by the court to manage a deceased person’s Estate where there is no Will.

Beneficiary - Someone who receives or shares in the proceeds from a deceased person’s Estate.

Death certificate - An official document issued by the Registry of Births, Deaths and Marriages containing the information registered when someone passes away, including the date, place and cause of death.

Deceased estate - Property and assets of someone who has passed away.

Executor - Person/s named in a Will who take charge of the deceased’s assets and property, ensuring all expenses (funeral costs, debts or any outstanding invoices) are paid and distributing the remaining assets to the beneficiaries in accordance with the Will.

Grant of Probate - A document issued by the Supreme Court that confirms the validity of a Will, and authorises the executor/s to act.

Intestate - The scenario wherein an individual has passed away without leaving a valid Will.

Letters of Administration - Letters of Administration are documents granted by the Supreme Court, giving authority to an administrator to collect and distribute the assets of the Estate, in the absence of a valid Will.

Power of Attorney - A formal document wherein a person, known as the principal or donor, gives someone else the legal authority to look after their financial affairs on their behalf. However, this authority ceases upon the death of the principal/donor.

Testate - The scenario wherein an individual has passed away, leaving a valid Will.

Will - A legal document in which a person specifies how they wish their Estate to be distributed after their passing.