Helping you get things in order
We’re here to help
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.
- Our general requirements
- Frequently asked questions
- Glossary of terms
- For more assistance
- Helping you get things in order (PDF 128kB); Releasing funds and closing accounts for loved ones that have passed
What needs to be done?
Notify us that the customer has passed away
You can notify us by visiting an ANZ branch with the Death Certificate and Will (if applicable). Alternatively, you can do so in writing by sending certified copies of the original documents that have been certified by a qualified person to ANZ Deceased Estates.
We will send you a letter
If you are the appropriate person to administer the deceased’s Estate we will provide you with a letter that contains information regarding any savings and transaction or lending accounts held by the deceased person with ANZ. We will also provide a detailed list of what we require in order to settle the savings and transaction accounts.
Send us your documentation and complete ANZ’s Customer Identification Process (CIP)
Once you’ve met the requirements and collected the documents, you’ll need to send them to us. Remember, any incomplete or missing documents can lead to delays.
The Executor(s)/Administrator(s)/Next of Kin will be required to complete ANZ’s Customer Identification Process (CIP) to satisfy Commonwealth law requirements.
We will close the accounts and release funds
Once we have received all the required documentation and have offset any debit balances from the savings and transaction accounts (in accordance with the accounts terms and conditions), we will close all ANZ savings and transaction accounts and release the funds in the name of the Estate.
If you believe the deceased held any other ANZ related assets/liabilities such as E*TRADE, 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.
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