Bereavement

How we can help

When a family member or someone close to you passes away, it can be an upsetting and difficult time – particularly if you need to sort out their finances. We will do our best to help you with some practical suggestions and useful information.

Checklists

Here are some checklists for what we need from you:

Releasing funds to pay the funeral director

  • A certified copy of the proof of death
  • Proof of the executor, administrator or next of kin’s identity (where required)
  • Our ‘Payment Authorisation’ form signed by the executor(s), administrator(s) or next of kin.

Releasing funds for other expenses relating to the funeral

You can also pay for other funeral expenses like, refreshments, flowers or memorial cards, from the account of the person who has died. We need the following documents from the executor(s) or next of kin.

  • A certified copy of the proof of death
  • A certified extract of the will naming the executor(s) (if there is a will)
  • Proof of the executor, administrator or next of kin’s identity (where required)
  • Our ‘Indemnity form for other funeral related invoices’, signed by the executor(s) (if there is a valid will) or by next of kin (if there is no will).

Settlement of accounts if the total value of Bank of Ireland UK accounts is less than £30,000

  • A certified copy of the proof of death
  • A certified extract of the will naming the executor(s) (if there is a will)
  • Proof of the executor, administrator or next of kin’s identity (where required)
  • Our ‘Indemnity on payment of monies from deceased customer’s account’ form, signed by the executor(s) (if there is a valid will) or by next of kin (if there is no will)
  • Our ‘Payment Authorisation’ form signed by the executor(s) (if there is a valid will) or by next of kin (if there is no will).

Settlement of accounts if the total value of Bank of Ireland UK accounts is more than £30,000

  • A certified copy of the proof of death
  • Proof of the executor, administrator or next of kin’s identity (where required)
  • A certified copy of the Grant of Probate (if there is a valid will) or Letters of Administration (if there is no will)
  • Our ‘Payment Authorisation’ form signed by the executor(s) (if there is a valid will) or by the administrator(s) (if there is no will).

*There may be circumstances where we request additional documentation.