We understand that this can be a difficult time. The information on this page is designed to explain how Summerland can help you finalise the accounts and services of a deceased customer.
The length of the process varies with the individual circumstances of the estate. We aim to finalise the deceased customer’s accounts and services as quickly as possible to provide you with the certainty you need.
You contact us, either in-branch, over the phone or by email and let us know of the customer’s passing. If you are the executor or next of kin acting for the estate, we will ask you to provide us with a postal address. If you have any documentation at this stage, such as a death certificate, we would appreciate if you brought that into a branch with you.
Summerland will send you a letter explaining what our requirements are for the release of funds.
You provide the required documentation and complete the necessary forms. You can drop them into a branch or post them to us.
Summerland will send you a letter and a cheque to finalise the deceased customer’s accounts.
Our requirements vary depending on the circumstances. It is also our responsibility to make sure you are entitled to the deceased customer’s funds. Generally, we will require
a certified copy of the deceased customer’s death certificate;
a certified copy of the deceased customer’s will, if they had one;
a completed Statutory Declaration;
a completed Share Withdrawal Form;
a completed Withdrawal Slip;
your certified identification, using our Certification Form; and
in some circumstances we will require a certified copy of the Grant of Probate or Letters of Administration.