Executor Account request

Complete this form to convert an existing qualifying account into an Executor or Administrator's Account

Executor Account

Steps

  1. Open a new account from the following qualifying accounts:
    Classic account, Access Saver, or Advantage Saver.
  2. Complete this form to request a conversion of the account to an Executor Account.

An Executor Account will allow you to:

  • gather payments due to the deceased's estate
  • distribute funds to the beneficiaries
  • make payments on behalf of the deceased, such as a payment for maintenance of a house belonging to the deceased's estate.

Who should complete this form?


If you're the executor to an estate, you can complete this form if:

  • you want to act as the first signatory on the Executor Account
  • you're happy to be the registered correspondent for the account
  • you haven't opted out of being an executor during the granting of Probate
  • you've opened an account that can be converted for this purpose.  

Completing this form

This application is to convert an existing qualifying account, which should have been opened for this purpose. We will ask you for these existing account details as part of this application.

This form can be completed to convert an account for two executors. If you need more than two executors, you'll need to visit a branch to complete.

A named executor/administrator can decide to opt out if they don't want to be named as an account holder. There must be at least one named executor/administrator on the account.

Executor Account request form

You won't need to complete this form.

If you haven't already, get in touch as soon as possible so we can assume our legal responsibilities.

See more about the Estate Management Service.

Start form

Details of the deceased

Complete all questions.

  

 

This will help us locate their accounts.
Day
Month
Year
Day
Month
Year
Next Back
Next Back

Details of the deceased's estate and the account to be converted

Complete all questions.

 

 

You can use this account online but it will not have a debit card facility
Next Back

Important information

  

 

Variation of the service and facilities offered for executor(s)/administrator(s).

We may vary the service and facilities offered for Executor(s) / administrator(s) accounts.
If we need to do this, we would give notice to you, either in a newspaper, branch, online or letter if and when it is necessary or appropriate to do so.

Some reasons for this might include to:

  • make a change to your benefit that does not affect your rights and obligations
  • meet legal or regulatory requirements
  • correct errors, omissions, inaccuracies or ambiguities
  • deal with reorganisations within the group
  • cover service differences for new computer or other processes
  • bring us into line with market practice
  • reflect developments we wish to make to your accounts and changes in demand or requirements.

 

Other things you should know

FSCS

The Financial Services Compensation Scheme protects up to £85,000 of the eligible money you hold with us

More about the FSCS.

 

Your data privacy

It's also important that you understand how the personal information you give us will be used.

Therefore, we strongly advise that you read our full privacy notice, or you can ask us for a copy.

 

Next Back

Executor(s) / administrator(s)

Provide the details of up to two executors to be named on the account.
For more executors, you'll need to visit a branch.

If Probate has been granted, executors on this account must also be listed on the 'Grant of Probate'.

  

First executor details

Day
Month
Year
(as it appears on your passport)
This is the country in which you are resident for taxation purposes.
Next Back

Executor(s) / administrator(s)

Personal details continued.

  

First executor contact details

Next Back

Executor(s) / administrator(s)

Personal details continued.

   

First executor contact details

Current Address

 

Enter address manually

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

Enter address manually Search again
Search for address
Next Back

Executor(s) / administrator(s)

You can provide the details for up to two executors on this account.
For more executors, you'll need to visit a branch.

If Probate has been granted, executors on this account must also be listed on the 'Grant of Probate'.

  

 

Next Back

Executor(s) / administrator(s)

Provide the details of the second executor.
For more executors, you'll neeed to visit a branch.

If Probate has been granted, all executors on this account must also be listed on the 'Grant of Probate'.

 

 Second executor contact details

Day
Month
Year
(as it appears on the passport).
This is the country of residency for taxation purposes.
Next Back

Executor(s) / administrator(s)

Second executor personal details continued.

  

Second executor contact details

Next Back

Executor(s) / administrator(s)

Second executor personal details continued.

   

Second executor contact details

 

Enter address manually

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

Enter address manually Search again
Search for address
Next Back

Declarations

Read through these statements and confirm that you understood and agree:

Submit application Back

Protecting your money

FSCS logo


The Financial Services Compensation Scheme (FSCS) protects up to £85,000 of the eligible money you hold with us.

More about the FSCS



Protecting your money

FSCS logo

The Financial Services Compensation Scheme (FSCS) protects up to £85,000 of the eligible money you hold with us.

More about the FSCS

It is important that you understand how the personal information you give us will be used.

Therefore, we strongly advise that you read our full privacy notice, or you can ask us

for a copy.