SF220 Form PDF Details

Dealing with the loss of a loved one is undoubtedly one of life's most challenging experiences, and the responsibilities that come with it, including financial obligations, can add to the stress. The SF220 form plays a crucial role in this aspect, providing a structured way for bereaved individuals to request the closure of the deceased's account(s) with Nationwide Building Society. Designed with clarity in mind, it requests that all entries be made in block capitals using black ink to ensure the information is easily readable when scanned electronically, emphasizing the importance of accurate processing. The form includes sections that vary based on the total balance in the deceased's account, ensuring a tailored approach to each case. Depending on the balance, the responsibilities fall on different parties, from personal representatives for smaller sums to executors or administrators for larger estates, and it outlines the necessity of a commissioner for oaths or solicitor's signature in certain scenarios. Each section incorporates declarations and the need for signatures, with clear instructions not to cross out unnecessary sections, reducing the risk of errors. Additionally, it addresses the requirement for granting probate or letters of confirmation before any closures can proceed, emphasizing the legal prerequisites involved in managing the affairs of the deceased. Through its comprehensive structure, the SF220 form encapsulates the procedural and legal framework involved, offering guidance and clarity for bereaved individuals navigating the process of closing a loved one's accounts.

QuestionAnswer
Form Name SF220 Form
Form Length 3 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 45 sec
Other names nationwide request to close account form, nationwide notification of death, nationwide closure form, nationwide building society bereavement

Form Preview Example

Bereavement – Request to close account(s)

•This form will be scanned electronically; please write inside the boxes in BLOCK CAPITALS using black ink as this will help us to process your request correctly

•Please DO NOT cross out any sections that you do not need to complete

Important information detailing the sections you will need to complete

You will need to complete different sections of this form depending on the total balance(s) of the late customer’s account(s). Please complete the correct sections so we can process your request correctly.

TOTAL BALANCE OF THE ACCOUNT(S) IS UNDER £1,000

Complete sections 1 and 2, and the Personal Representative is required to complete and sign Section 4

TOTAL BALANCE OF THE ACCOUNT(S) IS BETWEEN £1,000-£5,000

Complete sections 1, 2 and 3. The Beneficiary is required to complete and sign Section 5 and a Commissioner for Oaths/Solicitor must complete and sign Section 7

TOTAL BALANCE OF THE ACCOUNT(S) IS BETWEEN £5,000-£15,000

Complete sections 1 and 2. The Personal Representative is also required to complete and sign Section 6 and a Commissioner for Oaths/Solicitor must complete and sign Section 7

TOTAL BALANCE OF THE ACCOUNT(S) IS OVER £15,000

Complete sections 1 and 2. The Executor or Administrator is required to complete and sign Section 8 (In Scotland all Executors must sign Section 8)

If you are applying for or have already gained a Grant of Probate/Letters of Confirmation we must see a copy of the documents regardless of the estate value before we can close any of the account(s).

Case reference (if known)

1. Details of the late customer - Please complete in all cases

Title

Mr

 

Mrs

 

 

 

 

Miss

 

 

Ms

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please enter ALL forenames

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Surname

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residential address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property number

 

 

 

 

 

 

 

and/or Property name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Town

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Postcode

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of birth

 

D

D

 

M

M

 

Y

Y

Y

Y

 

Date of death

D

D

 

M

M

Y

Y

Y

Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please specify the account number, including sort code (if there is one), of any Nationwide account held by the late customer.

Sort code (if there is one)

Account number

2. Personal Representative details - Please complete in all cases

Title

Mr

Please enter ALL forenames

Surname

Permanent residential address Property number

Street

Town

Contact telephone numbers:

Home

Mrs

 

Miss

 

Ms

 

Other

and/or Property name

Postcode

Office/Mobile

3. Beneficiary’s details - To be completed if the balance of the account(s) is between £1,000 - £5,000

Title

Mr

Please enter ALL forenames

Surname

Permanent residential address Property number

Street

Town

Mrs

 

Miss

 

Ms

 

Other

and/or Property name

Postcode

Nationwide Building Society

SF220 (May 2009) Page 1 of 3

Statutory Declarations of Personal Representative & Beneficiary

4. Declaration and Signature for closures under £1,000

I,฀the฀named฀Personal฀Representative,฀conirm฀&฀agree:

•฀ No฀Grant฀of฀Probate,฀Letters฀of฀Administration฀or฀Conirmation฀(Scotland)฀have฀been฀granted฀to฀the฀late฀customer’s฀estate

•฀ I฀am฀legally฀entitled฀to฀administer฀the฀late฀customer’s฀estate฀and,฀if฀there฀is฀anyone฀else฀entitled฀to฀administer฀the฀estate,฀I฀have฀their฀consent฀to฀close฀the฀account(s)

•฀ To฀indemnify฀Nationwide฀against฀any฀claims,฀proceedings,฀damages฀or฀expenses฀by฀reason฀of฀it฀acting฀in฀accordance฀with฀my฀instructions

Please mark X฀in฀the฀appropriate฀box฀below. ฀฀The฀closure฀monies฀should฀be฀transferred฀to฀the฀following฀Nationwide฀account.฀Please฀note฀we฀are฀unable฀to฀transfer฀to฀any฀other฀bank฀or฀building฀society.

Sort code (if there is one)

Account number

OR

The closure cheque should be made payable to

Signature฀of฀Personal฀Representative

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

Date฀฀(please฀write฀INSIDE฀the฀boxes)

D D M M Y Y Y Y

5. Declaration and Signature for closures between £1,000 and £5,000

I, the named beneficiary, do solemnly and sincerely declare that:

•฀ No฀Grant฀of฀Probate/Letters฀of฀Administration฀or฀Conirmation฀(Scotland)฀has฀been฀granted฀to฀the฀late฀customer’s฀estate

•฀ I฀am฀entitled,฀either฀solely฀or฀with฀others,฀under฀the฀will฀or฀under฀the฀Administration฀of฀Estates฀Act฀1925฀or฀the฀Succession฀Act฀(Scotland)฀1964฀(as฀amended)฀to฀the฀balance(s)฀in฀the฀ late฀customer’s฀account(s)฀with฀Nationwide

•฀ Where฀there฀are฀other฀beneiciaries฀entitled฀to฀a฀share฀in฀these฀funds,฀I฀conirm฀I฀have฀their฀consent฀to฀make฀this฀declaration฀and฀to฀close฀the฀account(s) Please mark X฀in฀the฀appropriate฀box฀below.

฀฀The฀closure฀monies฀should฀be฀transferred฀to฀the฀following฀Nationwide฀account.฀Please฀note฀we฀are฀unable฀to฀transfer฀to฀any฀other฀bank฀or฀building฀society.

Sort code (if there is one)

Account number

OR

The closure cheque should be made payable to

•฀ I฀make฀this฀solemn฀declaration฀conscientiously฀believing฀the฀same฀to฀be฀true฀and฀by฀virtue฀of฀the฀provisions฀of฀the฀Statutory฀Declarations฀Act฀1835

Signature฀of฀Beneiciary

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

Date฀฀(please฀write฀INSIDE฀the฀boxes)

D D M M Y Y Y Y

If you have completed section 5 please make sure a Commissioner for Oaths/Solicitor completes section 7.

6. Declaration and Signature for closures between £5,000 and £15,000

I,฀the฀named฀Personal฀Representative,฀do฀solemnly฀and฀sincerely฀declare฀that:

•฀ No฀Grant฀of฀Probate/Letters฀of฀Administration฀or฀Conirmation฀(Scotland)฀has฀been฀granted฀to฀the฀late฀customer’s฀estate

•฀ I฀am฀legally฀entitled฀to฀administer฀the฀late฀customer’s฀estate.฀Where฀there฀are฀other฀person(s)฀entitled฀to฀administer฀the฀estate,฀I฀conirm฀that฀I฀have฀their฀consent฀to฀make฀this฀

Declaration and close the account(s)

Please mark X฀in฀the฀appropriate฀box฀below. ฀฀The฀closure฀monies฀should฀be฀transferred฀to฀the฀following฀Nationwide฀account.฀Please฀note฀we฀are฀unable฀to฀transfer฀to฀any฀other฀bank฀or฀building฀society.

Sort code (if there is one)

Account number

OR

The closure cheque should be made payable to

•฀ I฀make฀this฀solemn฀declaration฀conscientiously฀believing฀the฀same฀to฀be฀true฀and฀by฀virtue฀of฀the฀provisions฀of฀the฀Statutory฀Declarations฀Act฀1835

Signature฀of฀Personal฀Representative

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

Date฀฀(please฀write฀INSIDE฀the฀boxes)

D D M M Y Y Y Y

If you have completed section 6 please make sure a Commissioner for Oaths/Solicitor completes section 7.

SF220 (May 2009) Page 2 of 3

7. To be completed by a Commissioner for Oaths/Solicitor if you have completed sections 5 or 6

Declared at

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property number

 

 

 

 

 

and/or Property name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Town

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

before me

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Name฀of฀Commissioner฀for

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Oaths/Solicitors)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Postcode

Signature

Signature฀of฀Commissioner฀for฀Oaths/Solicitor฀

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

Date฀฀(please฀write฀INSIDE฀the฀boxes)

D D M M Y Y Y Y

Official Stamp

8. Signature for closures over £15,000

In order for Nationwide to close any of the accounts where Grant of Probate, Letters of Confirmation or Letters of Administration have been granted we must see an original copy of the documents together with this completed form.

Please mark X฀in฀the฀appropriate฀box฀below. ฀฀The฀closure฀monies฀should฀be฀transferred฀to฀the฀following฀Nationwide฀account.฀Please฀note฀we฀are฀unable฀to฀transfer฀to฀any฀other฀bank฀or฀building฀society.

Sort code (if there is one)

Account number

OR

The closure cheque should be made payable to

Signature(s) of Executor or Administrator

฀

1Signature฀of฀Executor฀or฀Administrator

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

3Signature฀of฀third฀Executor฀or฀Administrator฀

(Scotland only)

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

2Signature฀of฀second฀Executor฀or฀Administrator฀

(Scotland only)

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

฀ 4 Signature฀of฀fourth฀Executor฀or฀Administrator฀

(Scotland only)

PLEASE฀SIGN฀WITHIN฀THIS฀BOX

Date฀฀(please฀write฀INSIDE฀the฀boxes)

D D M M Y Y Y Y

Scotland – all Executors must sign

SF220 (May 2009) Page 3 of 3

How to Edit SF220 Form Online for Free

When working in the online PDF editor by FormsPal, you're able to complete or change nationwide SF220 Form here and now. To have our editor on the cutting edge of efficiency, we aim to integrate user-driven capabilities and enhancements on a regular basis. We are at all times pleased to receive suggestions - help us with revampimg PDF editing. For anyone who is seeking to begin, this is what it will require:

Step 1: Open the PDF form in our tool by clicking on the "Get Form Button" at the top of this page.

Step 2: With our advanced PDF tool, you are able to do more than merely fill in blank form fields. Express yourself and make your forms look great with custom textual content incorporated, or modify the file's original content to excellence - all comes along with an ability to add stunning images and sign the PDF off.

It is actually an easy task to complete the form with this helpful guide! This is what you must do:

1. The nationwide SF220 Form needs certain information to be typed in. Make certain the following blank fields are finalized:

Guidelines on how to prepare nationwide bereavement number part 1

2. When this segment is finished, you'll want to add the essential details in Surname Permanent residential, Street, Town Contact telephone numbers Home, andor Property name, Postcode, OfficeMobile, Beneficiarys details To be, Title, Mrs, Miss, Other, Please enter ALL forenames, Surname Permanent residential, Street, and andor Property name so you're able to move forward to the next step.

Postcode, Beneficiarys details To be, and OfficeMobile in nationwide bereavement number

3. The following segment is usually fairly straightforward, Please mark, Sort code if there is one OR, The closure cheque should be made, Account number, SignatureofPersonalRepresentative, PLEASESIGNWITHINTHISBOX, DatepleasewriteINSIDEtheboxes, M M, Declaration and Signature for, I the named beneficiary do solemnly, latecustomersaccountswithNationwide, Sort code if there is one OR, and Account number - each one of these blanks must be filled in here.

Account number, PLEASESIGNWITHINTHISBOX, and I the named beneficiary do solemnly of nationwide bereavement number

4. This specific paragraph comes next with the next few empty form fields to fill out: Sort code if there is one OR, The closure cheque should be made, DatepleasewriteINSIDEtheboxes, PLEASESIGNWITHINTHISBOX, M M, If you have completed section, Declaration and Signature for, Declaration and close the accounts, Please mark, Sort code if there is one OR, The closure cheque should be made, Account number, and DatepleasewriteINSIDEtheboxes.

If you have completed section, Please mark, and Declaration and Signature for of nationwide bereavement number

People who use this form frequently make mistakes when filling out If you have completed section in this area. You should revise everything you enter right here.

5. This form has to be finished by filling out this area. Below you'll find an extensive list of blank fields that need correct details in order for your form submission to be faultless: PLEASESIGNWITHINTHISBOX, M M, If you have completed section, and SF May Page of.

How to fill in nationwide bereavement number step 5

Step 3: Confirm that the details are right and then click on "Done" to continue further. Download the nationwide SF220 Form as soon as you register here for a 7-day free trial. Instantly gain access to the form inside your FormsPal account, along with any modifications and changes being all kept! FormsPal ensures your data confidentiality with a secure system that never records or shares any kind of personal data involved. You can relax knowing your documents are kept confidential every time you work with our editor!

SF220 Form isn’t the one you’re looking for?

Related Documents