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The document is an Executor/Administrator Authority Form from Commonwealth Securities Limited, used to appoint an authorized representative for managing a Share Trading Account or Margin Loan related to an estate. It outlines the necessary identification requirements, contact information, and consent for electronic verification in compliance with anti-money laundering regulations. The form must be completed for each executor or administrator as per the will or probate documents.

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2019	4.8 Satisfied (36 Votes)

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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.

How to manage a deceased estate with CommSec?

Step 1: Inform us of your loved ones passing. To ensure the account of your recently deceased family member or friend is protected, please advise us of their passing as soon as possible. Step 2: Complete the CommSec Estate Management Notification Form. Step 3: Transfer or sell their shares. Step 4: Submit your request.

How do I notify commbank of death?

Alternatively, call our Estate Settlement Services team on 1800 686 153, option 1 for notifications, option 2 for existing cases, Monday to Friday, 8.30am - 6:30pm (AEST) (or +61 2 8629 0143 if calling from overseas).

How soon after death should the bank be notified?

The bank needs to be notified of the accountholders passing as soon as possible, as any bank accounts of the deceased remain active until the bank is notified of the death. This typically entails providing the original Death Certificate for verification purposes and the Will, if one is available.

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