Getting information about the accounts and balances
We may need to conduct some checks on your identity before we can disclose any account information. To do this we might be able to perform an electronic search to prove your identity as an alternative to providing original documentation. We’d need your permission first though.
Please get in touch on 0345 266 1209 if you’d like to explore this option or to discuss the original documentation required. These checks will not be necessary if you are already a Skipton mortgage or savings customer.
If you are named as an executor in the Will we can tell you the account balance(s) and interest due up to the date of death. If there is no Will, this is called being 'intestate'. In this case, we can only give information to certain people. First we speak to the spouse or civil partner, or the solicitor appointed to act on behalf of the estate. If there's no surviving spouse or civil partner, we might be able to deal with adult children or parents.
In order to release the information, we require one of the following:
- Original death certificate.
- Original coroner’s interim certificate.
- Death certificate verification form.
- A Grant of Representation if already available – this can include a Grant of Probate, Letters of Administration, or Certificate of Confirmation in Scotland.
These can be sent by post, along with contact details about yourself and confirmation of your relationship in writing.
Our postal address is:
The Bereavements team,
Skipton Building Society,
Can we help you further?
Are you taking over responsibility for financial decisions?
Many of our customers use our My Review service to talk about their financial plans.
My Review is a chance to talk about your money, whether it’s savings, retirement funds, the legacy you want to leave for your loved ones, and much more. And, if after the conversation we feel you could benefit from financial advice we can make an appointment for you to speak to one of our Financial Advisers.