Sf220 Form PDF Details

Trying to fill out an Sf220 form? You're not alone. With over two hundred different fields that require completion and a laundry list of requirements, the Sf220 can seem like a daunting document for anyone to tackle. But don't worry! In this blog post, we'll provide you with step-by-step instructions on how to successfully complete your Sf220 Form so that you can finish it quickly and without any hassle. Read on to find out more about the paperwork associated with your Sf220 application and what steps you need to take in order to move through the process efficiently.

QuestionAnswer
Form NameSf220 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesnationwide 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

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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

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