Bereavement: withdrawing money

If you think you're entitled to money held in Skipton savings accounts, you'll need to show us certain documents. For savings more than £30,000, you'll need to apply for a Grant of Probate (GOP), which is a legal document obtained by personal representatives of the deceased. 

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Talk to our Bereavement team

Mon-Thurs
8am - 8pm
Fri
8am - 5:30pm
Sat
9am - 12pm

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Visit any of our branches for further information.

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The table below will show you what documents you'll need to present, based on the balance of the account(s). Please note, if you have a GOP, Letters of Administration or Certificate of Confirmation then we will need to see them, regardless of the amount you’d like to withdraw. You will also need to provide suitable identification before we can release any funds, unless you are an existing customer.

If you need to request any of the documents mentioned in the table below or you’re unsure what you need to do next, please call us or visit your local branch. 

Total balance of account(s) Documents we need
In all cases
  • Our 'Registrations – closure or transfer' form
  • ID if you're not an existing customer
Withdrawal before probate (available only for funeral costs, probate fees or inheritance tax)
  • Our 'Withdrawal before probate' form
  • Original invoice or formal calculation (IHT423 form if applicable)
£1,000 or less If you're the spouse, civil partner, child or parent:
  • Our Letter of Indemnity form for estates totalling £1,000 or less
If you're someone else:
  • Our Statutory Declaration form witnessed by a solicitor or commissioner for oaths
£1,001 - £4,999 If you're a beneficiary or next of kin:
  • Our Statutory Declaration form witnessed by a solicitor or commissioner for oaths
£5,000 - £30,000 If you're the spouse, civil partner, child or parent:
  • Our Statutory Declaration form witnessed by a solicitor or commissioner for oaths
  • Our Letter of Indemnity form for estates totalling £5,000 to £30,000
If you're someone else, bring ONE of the following:
  • Grant of Probate
  • letters of administration
  • Certificate of Confirmation (in Scotland)
Above £30,000 ONE of the following:
  • Grant of Probate
  • letters of administration
  • Certificate of Confirmation (in Scotland)

Savings

If the deceased held savings accounts, such as ISAs or bonds with us, or was a trustee, here's what you need to do.

Find out more

Mortgages

Find out what to do if the deceased held a mortgage with us.

Find out more

Investments

If the deceased held any investments through our financial advice service, here's what to do.

Find out more

Wills & funeral plans

If the deceased held any legacy products with our trusted partners, here's how to get in touch with them.

Find out more

Speak to us

Call us

Talk to our Bereavement team

Mon-Thurs
8am - 8pm
Fri
8am - 5:30pm
Sat
9am - 12pm

Visit Branch

Visit any of our branches for further information.

Chat to us Online

Speak to our team online via webchat

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