If you’ve recently lost a family member or friend, we understand that this is an emotional time. That’s why we want to make it as easy as possible for you to work with us as you go through the process of settling their accounts.
To help you get things in order, we’ve put together some information below and a brochure to help guide you through the process of settling any ANZ accounts that were held by the deceased person.
1. Once we have received the certified documents, we will be in touch with the executor/administrator within 10 business days.
2. A letter will be sent containing information regarding any savings, transaction or lending accounts held by the deceased with ANZ.
Please note: There may be times we require additional documentation in order to finalise an Estate, such as Probate or Letters of Administration. This is to ensure we are protecting all parties and releasing funds to the appointed executor(s) of the estate. We will include a detailed list of what we may require in order to progress with settling the accounts.
Once you have met the requirements by collecting and completing the documents, you will need to send them to us.
Please note: Any incomplete or missing documents can lead to delays. The executor(s)/administrator(s)/next-of-kin may be required to complete ANZ's Customer Identification Process (CIP) to satisfy Commonwealth law requirements.
Once we have received all required documentation (providing no further documents are required) and have offset any debit balances from the savings and transaction accounts (in accordance with the accounts terms and conditions), we will release the funds in the name of the Estate within 10 business days.
Please note: The quickest way to receive funds is via a direct transfer, please allow additional time for transfers to non-ANZ accounts and cheque payments.
Other ANZ-related assets/liabilities
If you believe the deceased held any other ANZ related assets/liabilities such as ANZ Share Investing, Investment Portfolio, OnePath, ANZ Superannuation or Life Insurance you will need to contact those areas separately. Alternatively advise us of the account details held and we will contact these entities on behalf of the Estate. Please see our contact details.