Family FAQs

How do I fill in the Settld form – what’s involved?

Once you have paid and created an account, you will receive an email to validate your details for security reasons. Click the link in the email and follow the step by step guide on each page.  Consent 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/Administrators of the estate.  Accounts You’ll be able to select all of the accounts you want to notify and add them one by one. [...]

June 13, 2023|

What documentation will I need?

These are the documents we always need: Death Certificate (if this is not available, the Interim Coroner’s Certificate) Proof of your identity: your passport, driving licence or residency card These are the documents we may need, depending on the service provider: A Will, if one exists. You’ll need to upload the title page, the page with the Executor details and the signature page Proof of your address. A recent utility bill is preferred, but a council tax bill is also acceptable. If you don’t have either of these, a credit card, bank or building society statement issued in the last [...]

June 13, 2023|

How many certified copies of the death certificate will I need to notify companies with Settld?

Whilst every Service Provider has different rules, many financial institutions require a certified copy of the death certificate to act as proof of death when closing accounts. These cost £11 each and are typically not returned to you once completed. Settld always attempts to use a digital channel to correspond with Service Providers, therefore reducing the number of certified copies of death certificates you would require.

June 13, 2023|

What other details might I need?

Account numbers (if you have them) Customer reference numbers (if you have them) These details often are not mandatory, but they do help Service Providers to respond faster. Most companies will be able to find the account using the full name of the person who died, their registered address on the account, and their date of birth.

June 13, 2023|
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