Notices

Bereavement support

When someone close to you dies, sorting out their finances can often be overwhelming. We're here to help support you.

Registering a bereavement can be a difficult time and dealing with their finances can often be confusing.

If they held any accounts with us, we’re here to help you understand what you need to do next and make the process as easy as possible for you.  

Please follow these 3 simple steps...

The first thing you'll need to do is notify us of their death. As soon as we've received this notification, we'll put a note on their account(s) and stop any marketing material being sent out. This can take a few days to take effect so it’s possible that some marketing material may still be sent.

You can notify us of the death easily by completing a simple form. However, if you already have the death certificate, please go straight to step 2 below and fill in our more detailed Notification of Death form.

Please note that any Power of Attorney/Court of Protection automatically ceases on the death of the donor. Any authority as attorney/deputy is not valid from the date of death.

Alternatively you can get in touch with us using the following contact details, depending on what type of account the deceased held with us:

Savings account

Email us

Mortgage account

Email us

For safeguarding purposes, we do need to have received the death certificate before we can provide any confidential information on, or make any changes to the account. 

Once you have the death certificate please send it, or a certified copy* of it to us at:

Family Building Society
Central Services
Ebbisham House
30 Church Street 
Epsom
Surrey
KT17 4NL

We recommend that you send any original documents by recorded delivery.  We'll return all original death certificates, and certified copies, by recorded delivery.

Further information will be required

We’ll also need some information about the deceased and their Personal Representative(s) or if unknown, the next of kin. 

You can provide this information by completing our online form, or alternatively print this form and post it to us at the address shown above with the death certificate, or a certified copy. 

If you’d prefer to get in touch by phone or email, you can give us the following information using the contact details above in Step 1: 

  • Details of the deceased person including their full name, full address, date of birth, date of death, whether there is a Will or not, and any Family Building Society account numbers (if known)
  • If known, details of the Personal Representative(s) (executor, administrator or legal representative dealing with the estate): their name, full address, relationship to the deceased person, email address and telephone number. If the person isn’t known then please give us the deceased’s next of kin contact details instead
  • Any other information that you think would be useful.

*the death certificate can be certified as a true copy by a solicitor, accountant, bank or building society official, Independent Financial Advisor (IFA), mortgage broker, doctor or a Justice of the Peace. We accept other professionals but it may take us longer to verify their certification.

Once we’ve received the death certificate, we’ll write to the Personal Representative(s) or next of kin to let them know what the next steps are. We'll let them know if we need any further information, including the identification we’ll need to verify them before we can close the deceased's account(s).

To find out what will happen to the deceased's savings or mortgage account(s), please click here.