Deceased estates.

• Call us on 13 25 85 (Monday – Friday 8am – 8pm, Saturday 9am – 3pm ACST) or visit your nearest branch. If visiting a branch, please ensure that you bring along all required documentation and identification from steps 3 and 4 below.
• If you plan to use legal counsel to act on your behalf, please ask them to mail us a letter of representation and certified copies of any relevant documents to Beyond Bank Australia, Deceased Estates, GPO Box 1430, Adelaide SA 5001.

After you have notified us, we will write to you outlining our requirements and next steps for the estate.

Where there are available estate funds these can be used to pay for funeral expenses and probate filing fee, if required.

Please note the following:

• A tax invoice provided in the name of the deceased person.
• Quotations for funerals cannot be used for payment.
• Invoices in jointly held names cannot be accepted unless evidence is provided that both individuals are deceased.
• Wakes, house maintenance and real estate costs are not eligible for payment from the estate.
• Cash payments for estate matters will not be reimbursed.

Depending on the specific requirements of an estate, the above may vary and certain other expenses may also be claimable. Please contact us if you need help with this.

For the estate to be finalised, we require documentation and instructions from the representative(s) of the estate as follows:

• Certified copy of a Death Certificate
• Certified copy of the Will*
• Certified copy of the Grant of Probate or Letters of Administration*
• Supporting form(s) may be required. Please see the forms section for more information

^{* These documents may be required and conditional depending on the estate.}

• 2 valid forms of certified ID are required for each executor*
• Accepted forms of ID: Valid driver's licence, Passport, Medicare card

If you visit a branch:
If you visit a branch, our staff can help you take copies of original documentation.

If you don't visit a branch:
When identification is not presented in person at one of our branches and you're sending us documentation by post. 

You must: 

• Ensure the person certifying your identification documentation must also complete the Certification of Original Documents form. Without this correctly completed, we cannot process your application. 
• Ensure that the scan or photocopy of your ID documents can be clearly read. Otherwise, they may be rejected and requested again, which will cause delays.

^{* Not required for joint account owners.} 

Once we have received all the required documentation, we will process the release of our customer's funds in their estate.