Bereavement support

If you need to register a death with Leeds Building Society, you can do so in branch, by post or by telephone.

You’ll find our straightforward five step process is outlined below and we'll be happy to help as much as we can along the way.

Please bear in mind, this page only tells you how to settle Leeds Building Society accounts or mortgages following a death. There are a number of other things you need to do when someone dies.

 

Here's what you need to do

1. Register the death

If you live in England, Wales or Northern Ireland, you need to register a death within five days. If you live in Scotland, you have eight days.

To register a death, you need to contact a Registration Office. You can find out if you need to book an appointment for this on your local council’s website.

Find your local council's website.

Once you’ve registered the death, it may take a few days for the death certificate to arrive. You’ll usually receive one death certificate for free when you register the death. If you need more copies, you can either:

  • Pay for extra copies at the registration office
  • Make your own copies and get them certified

Extra copies can be useful if you’re asked for proof of death by other organisations.

Due to COVID-19, we understand that it might be difficult to access additional copies of the death certificate. To help as much as we can, we’ll accept electronic copies of death certificates wherever possible.

2. Find the Will

It's important to find the last known Will as soon as possible, as it can help you work out what to do next.

The Will might name an Executor, the person who’s responsible for dealing with the estate. The ‘estate’ is the property belonging to the person who has died.

If there's no Will, and you're the next of kin, you may need to apply for a grant of representation to sort out the estate. If this is the case, please contact us for guidance.

Depending on the value of the estate, you may still need to apply for a grant of representation before we can release the money in the account(s). You’ll find more information about what to do in this case in Step 4.

Need help locating a Will? You can use the government Find a Will service.

Find a will.

3. Get the necessary documents together

To take care of the deceased’s affairs, we need to see the following documents:

4. Fill out the necessary forms

Once you’ve registered the death with us, we’ll inform you of the next steps and send the necessary forms. If you want to see them beforehand, or need an extra copy, the links to the forms are included in the table below. It tells you which form(s) are necessary based on your circumstances, as well as any other action you need to take.

All of the forms are in PDF format. If you already know the account information, including the balances of the accounts, please feel free to print them off and fill them in.

Total Balances There's a Will There's no Will
Below £1,500.00 Please complete the Will Indemnity Form, and return it to us with a copy of the Will. Please complete the Intestacy Indemnity Form, and return it to us.
Between £1,500.00 and £39,999.99 Please complete the Will Indemnity Form with the help of a solicitor and return it to us with a copy of the will. Please complete the Intestacy Indemnity Form with the help of a solicitor and return it to us.
Over £40,000.00 You need Probate or Letters of Administration. If you need help with this please call us or visit us in branch. You can also talk to your solicitor about it. You need Probate or Letters of Administration. If you need help with this please call us or visit us in branch. You can also talk to your solicitor about it.

5. Get in touch with us

When you have gathered the documents, please call us, write to us or make an appointment at your nearest Leeds Building Society branch.

Once you've done that, our staff will help you through the rest of the process of closing the accounts.

Please note that we can't offer any advice about dealing with tax liabilities of the estate. If you're the administrator/representative of the estate, you may want to seek independent advice.