What to do if an NS&I customer has died
The death of a loved one is always a difficult time for family and friends. We understand that when dealing with grief, the last thing you want to think about is looking after their finances. But we're here to help and support you through these difficult steps and decisions.
If you need to claim the savings of someone who has died, you can do this online, without needing to create an online account. Please make sure you have their details to hand, and you are legally entitled to claim their savings.
We will let you know if we need a Grant of Representation (also known as a Grant of Probate or Grant of Letters of Administration) once we receive your completed form. We may ask for this if the customer's total NS&I savings are ￡5,000 or over. The Director of Savings also reserves the right to request a Grant of Representation for savings of any value.
You’ll need the following information to hand:
- The customer’s personal details (full name, address, date of birth, date and place of death)
- Spouse name (if applicable)
- Full name of the executor(s) if there is a Will, or administrators if there is no Will (if you’re obtaining a Grant of Administration or Confirmation of Executor Dative)
- Type of NS&I account(s) the customer held
- Details of the person who is making the claim
- Bank account details to pay the money in to
How we use your information
We're committed to keeping all of your information secure, private and confidential. Please read our privacy notice for full details.