Notify the Building Society of an account holder’s death – in one go
You have so much to deal with when someone dies – Settld is here to help, for free.
Complete one form, to close, freeze and transfer all the building society accounts of the person who died. Then track everything to completion in one secure space.
What Settld can do
Most people save 20 hours of admin stress and hassle by using Settld to:
Send the Building Society a death notification for sole and joint accounts
Request account updates, as per your needs*
Provide Date of Death balances and closure forms
Request cancellation of direct debits
Request marketing and mail to be stopped
Timeframes are set by each company, independent of Settld’s processes. Wherever possible, Settld works with companies to improve their bereavement processes and achieve faster resolution times. Click here to support our Better Bereavement Charter.
The Building Societies process Settld’s notification
Once you have submitted your Settld form, the notification of death is sent to each company. Most banks take 5-10 business working days to start their process for joint and sole accounts.
The Building Society provides balances and closure forms
Date of death balances and closure forms are uploaded to your secure Settld Dashboard. Some companies may send them to you by post – we’ll let you know if so. This typically takes a further 7-10 business working days.
You send off the closure form
Depending on the building society’s probate thresholds, to retrieve cash from the account you’ll need to complete and return the closure form. Most banks take 7-10 business working days to respond with information and next steps.
If you need help with this task, let us know.
Common Questions and Answers
Do I need the account number and sort code to use Settld?Ross Caverhill2023-04-18T14:58:43+00:00
This information is not mandatory, but does speed up the process for building societies if you have it to hand. We do need the deceased’s full name, their registered address on the account, and their date of birth.
*What will happen to joint and sole accounts?Ross Caverhill2023-03-29T12:18:23+00:00
Yes. However, if there is no will, most building societies will ask a “Next of Kin” to act on behalf of the person who died. Please check who the immediate next of kin should be here, as per the rules of Intestacy.
I want to use Settld on behalf of the next of kin – is this possible?Ross Caverhill2023-03-29T12:19:51+00:00
Yes. The Settld form will ask for consent from the next of kin. They will be asked to sign a short form, saying that they are happy for you to act on their behalf. Settld will not be able to notify any companies, without this information.
Can Settld obtain account statements and interest certificates for me?Ross Caverhill2023-03-29T12:20:15+00:00
Most companies take up to 6 weeks to update their systems. Unfortunately, timeframes are set by each building society, and Settld does not have direct control over this process. Wherever possible, Settld works with companies to provide a better bereavement service, so please let us know if problems persist and we will flag this to the Bank for you.
Which Building Society will Settld notify?
If you do not see a building society listed below, please add the company to your Settld form or write to firstname.lastname@example.org. We’ll always attempt to contact them on your behalf.
“Settld were instrumental in alleviating the worry of all the admin involved in dealing with closing my partner’s accounts, not to mention saving me a great deal of time. They were thorough and professional throughout the whole process, regularly keeping me up to date on their progress.”