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Hsbc bereavement closure form

Hsbc bereavement closure form 2025

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The document is a Personal Representative’s Closure form used for managing the estate of a deceased individual. It outlines the process for closing accounts, transferring investments, and handling claims related to the deceased's estate. The form requires personal representatives to provide details about the deceased, their relationship to them, and their authority to act on behalf of the estate. It includes declarations confirming the accuracy of information provided and legal entitlement to administer the estate, along with instructions for payment and future correspondence.

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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.

What is the purpose of the Personal Representative’s Closure form?

The form is used to close the accounts and manage the estate of a deceased customer, including transferring investments and settling any outstanding claims.

How should I fill out the form?

You should complete the form using BLOCK CAPITALS and tick any applicable boxes. Ensure all details are accurate and consistent.

What information do I need to provide about the deceased?

You need to provide the deceased's name, customer reference, and details regarding their accounts or investments.

Can I use this form if there is no valid Will?

Yes, you can use this form as a Next of Kin if no valid Will exists.

What should I do if I need to add more details?

If you need to add further details, you can use additional sheets and indicate how many additional sheets you are submitting.

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How do I close my HSBC business account?

There are a few ways to do this. Using Business Internet Banking. If you use Business Internet Banking, you can request to close your account online. Using a digital Business Account Closure form. Completing our Business Account Closure form.

What happens to HSBC accounts when someone dies?

Once were notified of a death, our team will contact you to explain the next steps. Any Current Accounts or Savings accounts held in the sole name of the deceased will be frozen. This includes the use of any cards linked to the account(s) and being able to transact via telephone or online banking.

Can I close my HSBC account online?

Over the Phone You can cancel your HSBC checking account by calling the companys customer service department at 800-975-4722. You will have to provide your personal and account information to verify your identity. At a Branch Walk in or make an appointment at a branch location to close your checking account.

Where do I send my HSBC closure form?

Use the account closure form Or if mailing from outside the UK or by courier, post to: HSBC UK Bank plc, Abbey View, Penfold Drive, Wymondham, NR18 0WZ.

What time is HSBC bereavement open?

You can call our team on 0800 085 1992 (or +44 (0)114 252 0249 if youre calling from outside the UK) to notify us. If you have any queries relating to a bereavement please call 0345 850 0088. The team is available from 08:30 to 18:00 Monday to Friday and 09:00 to 14:00 on Saturday (excluding public holidays).

Hsbc bereavement closure form 2025

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Got questions?

What is the purpose of the Personal Representative’s Closure form?

How should I fill out the form?

What information do I need to provide about the deceased?

Can I use this form if there is no valid Will?

What should I do if I need to add more details?

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How do I close my HSBC business account?

What happens to HSBC accounts when someone dies?

Can I close my HSBC account online?

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hsbc bereavement team email address

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