Losing a loved one is difficult and we’re on hand to help you through this. When you’re ready, you can tell us about your bereavement and we’ll settle the account the way you want.
What’s on this page:
Things to do first
How to notify us of a death
Which documents you need to send
Who needs to sign the bereavement form
How to settle a joint account
FAQs
There are 3 things you need to do first before you can notify us of a death:
1. Get a medical certificate
The hospital, GP or coroner will give you this. You’ll need this to register the death.
2. Register the death
You can register the death on gov.uk/after-a-death. There’s a 5-day timeframe to complete the form.
When you register the death, you’ll be asked how many death certificate copies you want. It’s recommended you ask for at least 2, one to keep and at least one more to use to send off to close accounts.
3. Find the will
It’s important to locate the will (if there is one) as it’ll name any executors, and may help with funeral plans.
You can notify us of a death by phone. Please call our Customer Care Team on 0800 085 6789 or +44 203 901 3353 if you’re calling from abroad.
Our lines are open 8am to 8pm, Monday to Friday (excluding bank holidays). When you notify us of a death we ask for a few details about the deceased before freezing the account. We will still continue to pay interest on the balance. Our Customer Care Team can also answer any questions you may have and help explain the next steps.
When you have notified us and are ready for us to settle the account, we will need the following documents:
We’ll also need to see a Grant of Probate, also known as Confirmation in Scotland, or Letters of Administration if:
In most cases, if the linked account is still open and accepting funds then we will not require Grant of Probate or Letters of Administration to settle the funds.
If you want account balance information then we only need to see the death certificate, and not a completed bereavement form.
Post to our address:
Marcus UK
PO Box 74787
London
EC4P 4JG
Your documents will be returned to you.
A Grant of Probate, also known as Confirmation in Scotland, is a legal document that confirms who can deal with the estate (property, money and possessions) of the person who died.
This document can have two different names, depending on if the person left a will:
Both documents do the same thing, giving the named person the authority to settle accounts, debts and property.
When you’re ready to complete the bereavement form, ensure you have signatures from:
All must review and sign the declaration. You can choose to name one person as a primary contact.
We will freeze the joint account as soon as we receive the death notification. Once we’ve received your documents, we’ll change the account the way you wish. This could be into your sole name, or you can choose to close it. We’ll email you when this is completed.
You can still withdraw money whilst the account is frozen, please call our Customer Care Team and a member will be happy to sort this for you.
If you can’t find what you need online, one of our Customer Care Team members can guide you. Our lines are open from 8am - 8pm, Monday to Friday (excluding bank holidays).