Step 5
Identifying yourself & important documentation
All non-customers of BankSA who are representatives, partners, family or executors of the deceased estate are required to be identified in a branch before we can proceed with the estate process
If you’re not a BankSA customer, but you’re managing the financial affairs of our customer, then you’ll need to identify yourself in one of our branches. This is so we know who we’re talking to, and who we should be receiving estate requests from. Once it’s all sorted, no matter what part of the bank you contact, we’ll be able to identify you easily and move ahead with your requests.
Identify yourself at any branch
Please show at least one form of ID - driver’s licence, passport or birth certificate. If any document is written in a language other than English, please provide an English translation prepared by an accredited translator.
When it comes to finalising the deceased estate, if you have requested us to pay directly to beneficiaries such as those mentioned in the will or next-of-kin, we will require those beneficiaries to be identified also.
If we are finalising by bank cheque to an “Estate of the Late” account, we do not need to identify all beneficiaries, but we do need to identify the person requesting us to make the payment (Executor or Administrator).