The Estate process can be complicated and it may be confusing, so we've created a list of documents we may need from you in order to settle the savings and transaction accounts and release Estate funds.
These requirements are intended only as a guide, and depending on circumstances we may require further information or documentation not listed below.
As each Estate is different, the number and types of documents we need may vary. We will advise you of the specific forms we require in the first letter that we send after you've contacted us.
An original certified copy of the Death Certificate
An original certified copy of the Death Certificate can be sighted by us in any ANZ branch or sent to the Deceased Estates team. This document is required in all cases with the exception of when Probate or Letters of Administration are held.
An original certified copy of the Will
Where a Will exists, we require an original certified copy of it and in some instances, we may require that Probate be granted before we will release funds. If no valid Will exists or the Executor(s) named in the Will cannot act, we may require Letters of Administration.
Completion of ANZ's Customer Identification Process (CIP)
In order to finalise an Estate for a Deceased ANZ customer, it is necessary to ensure we have identified all parties who are the Administrators or Executors of the Estate. These individuals must complete the Customer Identification Procedure as outlined in ANZ policy if they are not existing ANZ customers.
Please visit any ANZ branch with appropriate identification to complete the CIP. For more information view the Identification by Certified Copy for Individuals Form (PDF 180kB).
Estate Funds Release and Indemnity Form
An Estate Funds Release and Indemnity Form (PDF 134kB) signed by the Executor(s)/Administrator(s)/Next of Kin is required in all cases to authorise the closing of accounts and the release of Estate funds.
Probate or Letters of Administration
Each Estate's individual circumstances are assessed by ANZ, and in some cases we may require Probate or Letters of Administration to be granted in the State/Territory where the accounts are held in order to release the funds.