Information to Notifiers – BUILDING SOCIETIES2023-03-30T13:29:38+00:00

Notify the Building societies 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 financial 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 societies 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

Expected timeframes

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.

Common Questions and Answers

Do I need the account number and sort code to use Settld?2023-04-18T14:58:43+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?2023-03-29T12:18:23+00:00

For the vast majority of building societies, sole accounts are frozen and closed. Joint accounts are transferred into a sole account, under the name of the living account holder.

What if there is no will – can I still use Settld?2023-03-29T12:19:19+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?2023-03-29T12:19:51+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?2023-03-29T12:20:15+00:00

If you need account statements and interest certificates, please call the building society. For privacy reasons, Settld cannot do this for you. 

Can Settld give me a list of direct debits for the building society account?2023-03-29T12:20:33+00:00

Yes, please call the building society directly. For privacy and security reasons, Settld cannot obtain this information.

Should I send the closure form to Settld or the building society?2023-03-29T12:20:57+00:00

You will need to send the closure form to the building society directly. For privacy and security reasons, Settld cannot do this for you. However, we may be able to help you fill the form.

How long will it take for the building society to stop sending mail in the name of the person who died?2023-03-29T12:21:15+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 societies will Settld notify?

If you do not see a building society listed below, please add the company to your Settld form or write to support@settld.care. We’ll always attempt to contact them on your behalf.

  • Bath Investment & Building Society
  • Beverley Building Society
  • Cambridge Building Society
  • Chorley and District Building Society
  • Coventry Building Society Cumberland Building Society
  • Darlington Building Society
  • Dudley Building Society
  • Earl Shilton Building Society
  • Ecology Building Society
  • Furness Building Society
  • Hanley Economic Building Society
  • Harpenden Building Society
  • Hinckley and Rugby Building Society
  • Leeds Building Society
  • Leek United Building Society
  • Loughborough Building Society
  • Manchester Building Society
  • Mansfield Building Society
  • Market Harborough Building Society
  • Marsden Building Society
  • Melton Mowbray Building Society
  • National Counties Building Society
  • Nationwide Building Society
  • Newbury Building Society
  • Newcastle Building Society
  • Nottingham Building Society
  • Penrith Building Society
  • Principality Building Society
  • Progressive Building Society
  • Saffron Building Society
  • Scottish Building Society
  • Skipton Building Society
  • Stafford Railway Building Society
  • Swansea Building Society
  • Teachers’ Building Society
  • The Buckinghamshire Building Society
  • The Monmouthshire Building Society
  • The Suffolk Building Society
  • Tipton and Coseley Building Society
  • Vernon Building Society
  • West Bromwich Building Society
  • Yorkshire Building Society

Learn more about working with Settld.

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“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.”

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