Deceased estates

The deceased customer details

First Name*

Middle name (optional)

Last name*

Date of death (if known)

Date of birth*

Please provide at least one of the following so we can verify if they were an ANZ customer.  (Select at least one)

Recent address

ANZ account or card number

Address line 1*

Address line 2 (optional)

Suburb*

Postcode*

Country*

ANZ account or card number

Did they leave a will?

Yes

Unsure

Your details

What is your relationship to the deceased?

First name*

Last name*

Contact Number*

Email address*

Solicitors: enter firm/company name. Trustees: enter state

Formal correspondence channel, if different from the email above

Will you be applying for probate?

Yes

To be confirmed

I confirm that I/my firm is authorised to act on behalf of the estate of the deceased person.

Upon receipt of this notification ANZ will confirm the customer details and (using the details above) provide you with information about any ANZ accounts held by the deceased as at the date of death, and specify any documents or further instructions we require to finalise the estate. You should receive this within 14 days. If there is further information you would like to provide us at this stage, please provide below:

First name*

Last name*

Contact Number*

Email address*

Additional comments

Authorised Estate Representative

Please note that for privacy reasons we can only send information about the deceased’s accounts or take instructions about how to finalise accounts from the Authorised Estate Representative.

If there is a valid Will the Authorised Estate Representative is the executor/s listed in the Will, or a solicitor acting on behalf of the executor/s.
If there is no Will the Authorised Estate Representative is the Next of Kin listed in Death Certificate or Letters of Authority, a solicitor, or a state trustee.

Are you an Authorised Estate Representative?*

Yes

Don't know

Are you an ANZ Customer?*

Yes

Your ANZ Customer Registration Number (CRN)

You can find your CRN under your profile in Internet banking or the ANZ app.

Authorised Estate Representative (if known)

Name of individual or firm if solicitor/lawyer

Contact number

Email address

Additional comments or requests