Notify banks, pensions, and insurers

Why it matters

Beyond Tell Us Once, private institutions need separate notice. Many banks share a single bereavement notification service.

How to do it

1. Notify each bank/building society; many use the Death Notification Service (one form, multiple institutions).
2. Contact private and workplace pension providers and any life insurers.
3. Joint accounts usually pass to the survivor; sole accounts are frozen pending probate.

Do this first

• Register the death (within 5 days in England & Wales; 8 in Scotland)