In the event of the loss of a loved one, please advise us of their passing as soon as possible so that we can ensure their account is protected. You can do this over the phone at 1300 786 199 or via email at support@belldirect.com.au.
Please provide us with the following information for the deceased account holder:
- Full name
- Account number (if available)
- Date of Birth
Once we have been notified of their passing, we will lock their account so that we can begin processing the estate accordingly.
From your end, the next steps we will require are the below:
1. Locate the required documentation
We will need original certified copies of the relevant estate documentation, including a Death Certificate, Will, and Grant of Probate (where applicable).
2. Submit the documentation to Bell Direct
In deceased estate cases, we will require physical copies of the documentation in order to authorise sales or share transfers. You can post the certified copies to GPO Box 1630, Sydney NSW 2001
3. Next steps
Once the documentation has been received, reviewed and verified, we will advise on the next course of action required to finalise the estate.
We understand this is a difficult time, and our support team is dedicated to supporting you at every step of the process to ensure it is a smooth and stress-free as possible.