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Barclays bereavement closure form

Barclays bereavement closure form 2025

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The document is a Personal Indemnity Closure Form for bereavement services at Barclays Bank, allowing the authorized individual to close the deceased's bank accounts, settle any balances, and transfer remaining funds to a nominated account. It outlines the conditions of the agreement, including acceptance terms and indemnity responsibilities, ensuring that no further claims can be made without proper legal documentation.

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Click ‘Get Form’ to open the Barclays bereavement closure form in the editor.
Begin by entering the name of the deceased in the designated field at the top of the form. This is crucial for identifying the account associated with the estate.
Fill in the customer number, which can be found on any correspondence from Barclays related to the deceased's accounts.
In the Payment Release section, authorize the closure of accounts by checking the appropriate boxes and providing details for any nominated account where remaining funds should be transferred.
Complete all relevant fields regarding bond accounts if applicable, including sort codes and account numbers.
Review and accept the conditions of this agreement by confirming you have read them and agree to their terms.
Finally, provide your full name, relationship to the deceased, address, signature, and date at the bottom of the form before submitting it.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does Barclays require a Grant of Probate?

If youve been nominated as an executor in a will, youll need to apply for Grant of Probate from a courts probate registry. If the deceased person hasnt left a will, a close relative can apply for a grant of letters of administration from the probate registry.

How do I cancel my Barclaycard for bereavement?

Youll need to provide details of all known accounts, the executor details and an original copy of the death certificate if sending by post to us. Alternatively, you can have this certified by a member of our team in your local Barclays Branch. Having this information helps us to close any accounts.

How do I upload documents to Barclays bereavement team?

You can send us documents online or by post or take them to a branch well make photocopies and return the originals to you. Well need to see a certified copy of the death certificate provided by the registrar.

How do I close a Barclays account when someone dies?

Barclays. You can contact Barclays online, by telephone, post or at a branch. You will need to have the name, address and date of birth of the deceased person; as well as the original copies of Proof of Death, Proof of Identity and a Personal Indemnity Closure Form. You might also need a Grant of Probate.

What steps are involved in Barclays bereavement process?

Well freeze any Barclays Partner Finance accounts that are in the deceaseds name and suspend all Direct Debits. You may need to contact the bank to cancel any standing orders that may be in place. Well aim to make the whole process of closing the accounts as easy as possible for you.

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What documents do I need to close a deceased bank account?

The bank is likely to ask for two forms of your identification (usually a passport or drivers licence, or a proof of address with a utility bill) and a copy of the will. If theres no will, the bank could ask for evidence of your relationship to the deceased. Youll also need the death certificate.

How do I close a Barclays bank account when someone dies?

You can notify us of a death using our online form. We also have a page with all the information youll need to close an account and more in the event of someones death. Please book an appointment at one of our branches.

Barclays bereavement closure form 2025

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Got questions?

Does Barclays require a Grant of Probate?

How do I cancel my Barclaycard for bereavement?

How do I upload documents to Barclays bereavement team?

How do I close a Barclays account when someone dies?

What steps are involved in Barclays bereavement process?

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What documents do I need to close a deceased bank account?

How do I close a Barclays bank account when someone dies?

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