Go to the Get Started button and fill in your email address and phone number on the registration page. You will then receive an email with a link to the form: there’s a step-by-step guide on every page, and you can save the form and come back to it at any point.
Details: when you start the form, you’ll be asked to give Settld permission to notify companies on your behalf. You’ll then need to provide your details, details of the person who has died, and the contact details of any other executors of the estate.
Documents: we’ll ask you to provide a number of scans or photographs of the documents companies will need in order to process your requests. These include: proof of your address; the death certificate; and the title & signatory pages of the will (if there is one).
Accounts: then you can select all of the accounts you want to notify and add them one by one.
Once you have completed the form, you will be asked to complete an identity check. The identity check is carried out to protect you against fraud and you must complete it in order for us to start processing your notification.
- You can save progress at any point and return to the form later using the original link provided
- Once you’ve submitted the form you can’t edit it. If you realise you’ve made a mistake, or need to add additional information / another account at any point, just email firstname.lastname@example.org
- Settld is constantly updated so you can check the progress of your different accounts at any time on your case page
If you have questions at any point, we’re here to help – please just send us an email (and if you’d prefer to speak in person, request a call back and we’ll call you right back).