Deceased estates and settlements

If you’ve recently lost a family member or friend, we understand that this is an emotional time. We aim to make the process of settling an account after the death of a loved one as smooth as possible.

The information below outlines the steps, forms and documentation we require to settle an account. Our customer operations team is available to answer your questions throughout the process.

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Step 1

Secure link
Complete the secure link request form.

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Step 2

Notify us
Complete deceased estate notification form and we will assess the documents.

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Step 3

Finalise account
Complete an authority to release assets form to settle the account.

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Step 4

Completion
We will settle the account. 

Step 1: Request a secure link

For security reasons, we do not request personal documentation be sent to us via email. Please complete this form to receive a secure link to send the deceased estate notification form, authority to release assets form and any other required documents to us.

Request secure link

Step 2: Notify us

To notify us of a death, please complete a deceased estate notification form and send it to us via the secure link provided, along with copies of all required documents listed in the form. Unless otherwise stated, copies of the documents must be certified copies.

Depending on the account type, you will need to choose from one of the forms below: 

Statutory declaration

The deceased estate notification form will indicate whether you are required to provide a statutory declaration and declare your proof of relationship and intestacy. If required, please use the template below:

If the statutory declaration is required, you will need to send it to us via the secure link provided in step 1.

Assessment

Once we have received your deceased estate notification form and all required documents, we will provide a statement setting out account details and balance within 30 days. We will contact you if any further documentation is required.

Step 3: Finalise the account

To settle the account, please complete an authority to release assets form and send it to us via the secure link provided in step 1, along with copies of all required documents listed in the form. Unless otherwise stated, copies of the documents must be certified copies.

Statutory declaration

The  authority to release assets form will indicate whether you are required to provide a statutory declaration and declare that you have no intention to obtain grant of probate or letters of administration (see form for more information). If required, please use the template below:

If the statutory declaration is required, you will need to send it to us via the secure  link provided.

Step 4: Completion

Once we have received your authority to release assets form and all required documents, we will act on the instructions provided in the form. We will advise you of the completion of such instructions within 30 days.

Secure link request form

Please complete the fields below and we will send a secure link for you to submit the required forms and documentation.

Contact us

Customer Operations
For new accounts, changes to existing accounts and verification.
Available 7.30am-5pm weekdays AWST

FAQs

Definitions

Administrator

Person(s) appointed by the court to manage a deceased person’s estate when there’s no will.

Authorised representative

Person(s) we are able to share the deceased customers’ account details and information with, and who can provide payment or account closure instructions to us. Depending on the circumstances, an authorised representative could be the administrator, executor, the immediate next-of-kin or legal representative.

Executor

The person(s) named in the will who is in charge of administering the deceased estate according to the terms of the will of the deceased.

Grant of Probate

A document issued by the Supreme Court of Western Australia that confirms the validity of a will and authorises the executor/s to act.

Letters of Administration

Letters of Administration are documents granted by the Supreme Court of Western Australia, giving authority to an administrator to collect and distribute the assets of the estate, in the absence of a valid will.

Will


A legal document which specifies how someone wishes their estate to be distributed after their passing.

DISCLAIMER
The information above is intended to assist you to notify and instruct us in relation to a deceased estate account and should not be considered legal advice. As probate can be a complex area of law, we recommend you seek the assistance of a lawyer if you find the process difficult. To the maximum extent permitted by law, The Perth Mint accepts no liability for any loss suffered as a result of any action of any kind taken by any person based on information provided on this webpage.