Hsbc bereavement closure form 2026

1. Click ‘Get Form’ to open the hsbc bereavement closure form in the editor.
2. Begin by filling in the 'Details of Deceased Customer' section. Enter the customer’s name and reference number using BLOCK CAPITALS.
3. In the 'Personal Representative' section, indicate your capacity by ticking the appropriate box—whether you are an Executor, Next of Kin, or a Third Party.
4. Provide your full name, relationship to the deceased, address, and contact number. If additional representatives are involved, ensure their details are included as well.
5. In the 'Payment and Closure instructions' section, specify how you would like HSBC to handle accounts and investments. Fill in sort codes and account numbers accurately.
6. Complete the 'Future Correspondence' section with your preferred contact details for any follow-up communications.
7. Finally, review all information for accuracy before signing in the 'Declaration' section. Ensure all personal representatives sign and date where required.

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