Families and Individuals

Send death notifications to multiple companies and request account changes

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Families2021-11-04T10:19:46+00:00

“I found the team at Settld extremely helpful, empathetic and efficient in the resolution of my late mother’s affairs. I would strongly recommend Settld as a service that takes away a significant element of the administrative work associated with dealing with a bereaved estate at a time when you need it the most.”
Steven Whitehouse

Settld user

Using Settld, you only need to provide information once

A simple service

On a single form, you can list all the companies you need to notify, upload the information that they will need to proceed, and detail what should happen to each account.

A transparent process

We will notify all of the companies you’ve listed, at the same time, and we’ll follow up delays on your behalf. We’ll make sure you’re always updated, and we’ll let you know when everything you’ve requested has been completed.

You can check progress online at any time and we’re always here to help if you need us.

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Settld is a secure service

Data encrypted at transit

Data encrypted at rest

Multi factor authentication

Data stored in ISO27001 certified UK data centres

Common Questions and Answers

What are the benefits of using Settld?2021-08-18T10:58:51+00:00

Settld automates death notifications, and makes it easier for you to request account closure or transfer. Rather than contacting companies individually, with Settld you only need to provide your details and documents once and we can notify all the companies you’ve listed in one go.

So that you always know where you stand, once you’ve submitted your form, you can check back in online to see progress updates.

In some cases, we may also be able to save you money by notifying Service Providers and quickly stopping direct debits for subscription services you no longer need.

What documentation will I need to upload?2021-08-18T11:19:47+00:00

For all documentation, you will need to upload either a scanned copy or a photograph. Photographs should be clear and should capture the information required – we won’t be able to work with blurry images

  • Proof of your address: a recent utility bill is preferred, 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 3 months will also be accepted by most companies
  • Proof of your identity: your passport, driving licence or residency card
  • Death certificate: if this is not available, please upload the coroner’s interim certificate
  • Will: if a will exists, you need to upload the title page, the page with the Executor details and the signature page
  • Account numbers and recent statements: if you have them
  • Customer reference numbers: if you have them
Who can I notify?2021-07-28T07:30:16+00:00

Settld can currently notify over 750 different organisations on your behalf. These include household services (utilities, TV, phone, broadband, loyalty cards), digital services (social media, digital entertainment, online shopping) and financial services (banks, building societies, credit card companies, pension providers and insurers).

Please note that we will do our best to notify and streamline the communication with each Service Provider, but there may be some companies that will request to speak with you. For those companies, we will hand over that notification to you directly.

To notify government agencies such as the Department of Work and Pensions or the DVLA, you can use the public sector Tell Us Once service.

 

How do I fill in the form – what’s involved?2021-08-18T16:16:21+00:00

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.

Please note: 

  • 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 support@settld.care
  • 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).

Is this service secure?2021-08-18T16:17:25+00:00

Yes. Settld is compliant with all data laws and requirements. We use industry best practices to ensure data security both in storage and in transmission, and we run our service on Cloud based products that have the highest privacy and security protection. Onfido, the identity verification provider that we work with, will verify that your identity documents are authentic and have not been stolen or tampered with.

How long does it take to achieve ‘Settld’ status on the accounts?2021-07-28T07:53:42+00:00

Settld makes it quick and easy to send out notifications and tell companies how you would like the account to be handled (i.e. closed / transferred / amended). However, each Service Provider has its own internal systems and processes to follow. You can generally expect it to take between 2-4 weeks to settle accounts but some Service Providers will take longer. In the meantime, Settld will follow up with the companies for updates on your behalf, so you do not need to spend hours sitting on call lines or keeping on top of emails.

Do I have to pay anything to use Settld?2021-07-28T07:54:15+00:00

No. We do not charge members of the public to notify companies of a death.

Why do you need a picture of the original death certificate?2021-08-18T11:08:57+00:00

We ask for a picture or scan of the original death certificate because a lot of companies require this for their records. The death must be matched against the General Register Office (GRO) data to prove that the death occurred and to prevent fraud.

Some companies may still request that a physical death certificate is sent to them. In that case, we will let you know the postal address to send it to.

Why do I need to upload a copy of the will?2021-08-18T16:20:59+00:00

If there is a written will, it is best to upload it (the title page, the page with the executor details and the signature page). We will only ever send the will out to service providers who ask for it as part of the probate process (normally financial institutions). Sometimes service providers will want to check the details of the executors listed in the will, as they are the point of contact for settling outstanding credits and debts against each account. For service providers who do not request or need a will, we do not send it out.

What happens once the notifications are sent?2021-07-28T07:55:40+00:00

You will see an update on your Settld Accounts Progress page showing the status of each account request. Until the account is ‘Settld’ according to your demand (closed, frozen, transferred) the account will be in pending status.

Why do you need to verify my identity?2021-07-28T07:55:58+00:00

This ensures that you, and the Service Providers we notify, are protected against fraud. Onfido, the identity verification provider that we work with, will verify that your identity documents are authentic and have not been stolen or tampered with. We only ever send these details to Service Providers who actively request them (normally financial institutions). Otherwise, your data remains locked safely in SOC 2 Type II and ISO 27001 digital vaults.

I don’t have the death certificate yet, can I still proceed?2021-08-18T16:22:06+00:00

If you have not received the death certificate yet, please upload the coroner’s interim certificate.

Can I go back and add more accounts after I have submitted the form?2021-08-11T08:51:26+00:00

Once a form is submitted, it cannot be edited. If you wish to add additional information, please email support@settld.care and we will add it in for you (you can check the accounts you added on your case review page).

Consistently rated a 5 Star Service

Helpful, patient and supportive
at a difficult time

A much needed service
saving time consuming administration

Thorough and professional
throughout the whole process

Ready to get started?

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If you have further questions, please email support@settld.care
alternatively, you can call us on 0203 286 1398 (office hours are 10am-6pm Monday to Friday)

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