When you notify us of a loss, and you are not a co-owner of the property, we need to see one of 3 documents to prove you have authority to act on that account.
This is either:
We will always need to see one of these documents, even if you previously had authority on the account.
If the Public Trustee is handling the Estate, they will contact us regarding the account.
The concession status of the account
If the account currently has a concession applied to it, we can either cancel this or transfer it to the person who will be the beneficiary of the property or will be occupying the property, if they are eligible. You can make application or find out if you are eligible to make application by calling us on 13 13 85.
Step 2 – We will get started
Once you have notified us, we will update the account details and add any authorities accordingly. Any outstanding balances will be placed on hold for a period of time until arrangements can be made
Step 3 – Send us your documents
Please send us a copy of the original Certificate of Probate if you are the named Executor of the Estate.
If there is not an appointed Executor, then the person who is going to be responsible for the account can complete the 'An authority to deal with a deceased estate' form and send it to us.
Authority to Deal with a Deceased Estate Statutory Declaration
Alternatively you can provide a copy of the Letter of Administration.