Fillable Personal Representatives Closure form (Master) (London Institute of Management and Technology)

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Personal Representatives Closure form (Master) (London Institute of Management and Technology)

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Personal Representative’s Closure
form (Master)
This Master form and any associated Additional form shall be construed as one document and any information/declarations provided
in this Master form shall be construed as if it had also been made/provided in any associated Additional form and vice versa. Also,
any reference to “we”, “our”, “us” and “you” shall be construed as including all signatories to each of this Master form and any
associated Additional form.
Completing this form
Please fill in the form using BLOCK CAPITALS and tick any boxes which apply
This closure form should be used in all circumstances, please specify below your position in terms of Grant of Probate or Letters
of Administration:
I am/We are applying or have applied This is not required
Where a Grant of Probate/Letters of Administration is required, we will require a closure form completed and signed by ALL those
appointed to sign.
Where a Grant of Probate/Letters of Administration is not required, we may accept a closure form completed and signed by
ONE Executor/Next of Kin. HSBC reserves the right to request further signatures if required.
Details of Deceased Customer
Customer Name(s)
Customer Reference
e.g. XDECPY1234567890
Personal Representative
Please confirm in what capacity you are acting by ticking the box which applies
Executor(s) of a Will Next of Kin: no valid Will exists 3rd Parties (e.g. Solicitors)
Personal Representative 1 Personal Representative 2
Full Name
Relationship
to the deceased
Address
(including postcode)
Contact Number
Note: If you need to add further Personal Representatives please complete the Additional Personal
Representative’s Closure Form.
2
Payment and Closure instructions
Please close the deceased’s account(s) and/or sell/transfer any investment(s) and/or pay any valid claims made on the deceased’s
life/investment policy(ies) and release any items in safe keeping or held as security with HSBC. I/We authorise HSBC to repay any
outstanding balances held on any HSBC credit card, personal loan and/or overdraft(s) prior to the release of any final credit balances.
Please pay the balances to:
Name of Account Holder
Name of Bank or
Building Society
Payments cannot be made directly into an ISA
Sort Code
–
–
Account No.
Account Reference/
Roll No.
The transfer will be subject to regulatory checks to comply with current Legal, Compliance and Money Laundering Regulations which
may delay the transfer. HSBC will let you know if it’s unable to transfer the money. For currency transfers HSBC will use the currency
exchange rate at the time of the transfer and for overseas payments it will also require the following details:
IBAN Code
Swift Code
Country Currency Required
Fixed Rate Saver Account(s) only
I/We request that the Fixed Rate Saver Account(s) referred to below remain open until maturity
Sort Code
–
–
Account No.
Sort Code
–
–
Account No.
Safe Keeping/Security
If HSBC is holding any item(s) in safe keeping or security for the deceased please arrange for these item(s) to be collected from the
branch holding any items.
Future Correspondence (if multiple forms being completed please ensure all details are consistent)
Please arrange for all future correspondence to be sent to:
Name
Address
Postcode
3
Declaration
By signing this form I/we confirm:
® the information we or any one of us provide or have provided to HSBC in the course of our dealings with HSBC in relation to the
relevant deceased person’s estate is correct to the best of my/our knowledge including any information contained within any
applicable Master and associated Additional form
® that I am/we are legally entitled to administer the deceased’s estate (in accordance with what is stated in the Will or the laws of
intestacy if no Will exists)
® HSBC may provide my/our name and address to any future claimants should they approach HSBC for information after
account closure.
Where HSBC have agreed to release funds without Grant of Probate or Letters of Administration the following will also apply:
® that I/we accept if any other parties come forward who have a valid claim on the deceased’s estate I/we will be liable to repay the
monies/return items or pay the equivalent value of items released to HSBC
® that I/we agree to be responsible to HSBC in respect of any and all losses, costs or expenses HSBC incurs in dealing with any
claims or demands which may be made by or against HSBC as a consequence of HSBC paying the monies and/or claims,
selling or transferring investments and/or releasing any items to me/us without my/our obtaining a Grant of Probate or Letters of
Administration, if other parties lodge a valid claim
® to the best of my/our knowledge the deceased’s estate is not insolvent
® that to establish full legal authority and legal title to deal with the deceased’s aairs if at any time it is requested to attach
signatures of everyone who is administering the estate.
Please note that in the circumstances, if required, HSBC may instigate legal proceedings to recover the monies paid/items
released to you.
Your Signatures
Where a Grant of Probate/Letters of Administration is not required, we may accept a closure form signed by ONE Executor/Next of
Kin. HSBC reserves the right to request further signatures if required.
Where a Grant of Probate/Letters of Administration is required, we will require a closure form signed by ALL those appointed to sign.
If you are unsure about the nature of the declarations and confirmations that you are providing by virtue of signing this form,
we suggest that you seek independent legal advice.
Personal Representative 1 Personal Representative 2
Signature
Signature
Date
D D M M Y Y Y Y
Date
D D M M Y Y Y Y
Should you have any questions about completing this form please call our Bereavement Support Team 0345 850 0088.
Please call us between 8.30am and 6pm Monday to Friday and Saturday 9am to 2pm (excluding bank holidays) or if calling from
overseas, +44 (0) 114 252 0249. Textphone 03457 125563. Subject to scheduled and emergency maintenance periods.
To help us continually improve our service, and interests of security, we may monitor and/or record your calls with us.
For a glossary of terms please refer to our bereavement guide or the glossary that can be found at hsbc.co.uk/bereavement.
hsbc.co.uk
HSBC UK Bank plc.
Customer Information: 51 Saron Road, Wigston, LE18 4AG.
RFB1673 MCP55259 ©HSBC Group 2020. All Rights Reserved.
4
Additional Personal Representative’s Closure form
This Additional form and the associated Master form shall be construed as one document and any information/declarations provided
in this Additional form shall be construed as if it had also been made/provided in the associated Master form and vice versa. Also,
any reference to “we”, “our”, “us” and “you” shall be construed as including all signatories to each of this Additional form and the
associated Master form.
Details of Deceased Customer
Customer Name(s)
Customer Reference
e.g. XDECPY1234567890
Personal Representative
Personal Representative 3 Personal Representative 4
Full Name
Relationship
to the deceased
Address
(including postcode)
Contact Number
Payment and Closure instructions
Please close the deceased’s account(s) and/or sell/transfer any investment(s) and/or pay any valid claims made on the deceased’s
life/investment policy(ies) and release any items in safe keeping or held as security with HSBC. I/We authorise HSBC to repay any
outstanding balances held on any HSBC credit card, personal loan and/or overdraft(s) prior to the release of any final credit balances.
5
Declaration
By signing this form I/we confirm:
® the information we or any one of us provide or have provided to HSBC in the course of our dealings with HSBC in relation to the
relevant deceased person’s estate is correct to the best of my/our knowledge including any information contained within any
applicable Master and associated Additional form
® that I am/we are legally entitled to administer the deceased’s estate (in accordance with what is stated in the Will or the laws of
intestacy if no Will exists)
® HSBC may provide my/our name and address to any future claimants should they approach HSBC for information after
account closure.
Where HSBC have agreed to release funds without Grant of Probate or Letters of Administration the following will also apply:
® that I/we accept that if any other parties come forward who have a valid claim on the deceased’s estate I/we will be liable to repay
the monies/return items or pay the equivalent value of items released to HSBC.
® that I/we agree be responsible to HSBC in respect of any and all losses, costs or expenses HSBC incurs in dealing with any
claims or demands which may be made by or against HSBC as a consequence of HSBC paying the monies and/or claims,
selling or transferring investments and/or releasing any items to me/us without my/our obtaining a Grant of Probate or Letters of
Administration, if other parties lodge a valid claim
® to the best of my/our knowledge the deceased’s estate is not insolvent
® that to establish full legal authority and legal title to deal with the deceased’s aairs if at any time it is requested to attach
signatures of everyone who is administering the estate.
Please note that in the circumstances, if required, HSBC may instigate legal proceedings to recover the monies paid/items
released to you.
Your Signatures
Where a Grant of Probate/Letters of Administration is not required, we may accept a closure form signed by ONE Executor/Next of
Kin. HSBC reserves the right to request further signatures if required.
Where a Grant of Probate/Letters of Administration is required, we will require a closure form signed by ALL those appointed to sign.
If you are unsure about the nature of the declarations and confirmations that you are providing by virtue of signing this form,
we suggest that you seek independent legal advice.
Personal Representative 3 Personal Representative 4
Signature
Signature
Date
D D M M Y Y Y Y
Date
D D M M Y Y Y Y
hsbc.co.uk
HSBC UK Bank plc. Registered in England and Wales with number 09928412. Registered Oce: 1 Centenary Square, Birmingham B1 1HQ, United Kingdom.
Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Our Financial Services Register number is 765112.
Customer Information: 51 Saron Road, Wigston, LE18 4AG.
RFB1673 MCP55259 ©HSBC Group 2020. All Rights Reserved.
Accessibility
To find out more about our accessible services please visit hsbc.co.uk/accessibility or ask at any of our branches.
If you’d like this in another format such as large print, Braille or audio, please contact us.
A textphone service is available for customers with hearing and/or speech impairments. If you use your own textphone
you can call us on 03457 125 563 (+44 207 088 2077 from outside the UK).
BSL Video Relay Service is also available (Monday-Friday 8am-6pm, excluding Bank and Public Holidays) at
hsbc.co.uk/accessibility.
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Personal Representatives Closure form (Master) (London Institute of Management and Technology)

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Completed 29 January 2021

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