Losing someone close to you can be difficult and emotional so we want to do all we can to assist you take care of financial matters.
What’s Covered - Tandem Savings Customers only Products - Sole & Joint accounts Instant Access Savings Account (IASA) Fixed Term Saver (FTS Ways to Notify Us If you have been appointed as an executor by the person who has died, please let us know as soon as possible, you can do this by using any of the useful contacts listed below. Useful ContactsCustomer Service team 020 3370 0970 Email firstname.lastname@example.org In-app chat – If you are also a customer. Post to the address below: PO BOX 10461 Wigston LE18 9FH To help us find their account, we will ask you to provide the following information. The account holder's full name Their phone number The account number(s) Their address
Once the account is identified, we will require proof of death before we can provide any account information. Please provide us with a certified Death Certificate. Upon receipt we can independently verify this information and will follow up with written confirmation by letter. We also require documents proving the identity and address of all named Executors.
We accept most formal records and have also provided a helpful list below. Please do reach out to confirm with us if you are unsure. Documents Required To close the account, we will require certain documents. It is important to note Death Certificates, Grants of Probate, proof of identity or address verification sent to this address will need to be certified as true copies of the originals and sent as scans. We are unable to accept copies that have not been certified. A list of places or persons who may certify your documents is provided below. Original or certified copy of the death certificate An original or certified copy of the Grant of Probate or Letters of Administration Original or certified proofs of identity for all named Executors (e.g., current valid (signed) full passport or UK / EU photocard driving licence) Original or certified proof of address for all named Executors (e.g., utility bill, council tax bill or bank statement dated within the last 3 months) – for individuals who reside outside of the UK, two separate proofs of the address A letter signed by all named Executors providing account instruction
We will accept certification from the following persons:
Bank / Building Society Official (Requires official bank stamp with sort-code) Post Office Official (Person authorised under the Post Office Document Certification Service) Legal professional (A Judge, Solicitor, Lawyer, or Barrister registered in England & Wales, Northern Ireland, or Scotland) Qualified Accountant (Registered with qualifications - ICAEW, ICAS, ACCA, CIPFA or CIMA) Medical professional (Doctor registered with the General Medical Council, Dentist registered with Register of General Dental Professionals) Member of Parliament
We cannot accept certification by a close family member or acquaintance (e.g., cohabitant).
We hope you find the enclosed information useful, and if you have any questions, please don't hesitate to get in touch with our customer care team at email@example.com. Closing the account Please note that we are unable to make a payment via cheque and will need to make all payments via an electronic bank transfer. Please provide us with details of where the deceased customer’s funds should be sent upon release. You can do this by providing evidence of the account in the form of a bank statement or voided cheque dated within the last 3 months. Communications We will stop any further communications to the account holder, which will take a short while to organise so you might receive letters addressed to them in the meantime. We are sorry if this causes any distress. Finally, we are deeply sorry for your loss. Our team will complete your request within 7-10 working days once all required communications and documents are received.