Overview:
If you need to locate or manage an estate account, you'll need to provide some key details and documentation to allow our team to assist you.
What you'll need
Before contacting our team, please have the following ready:
The account's Holder Identification Number (HIN), which can be found on previous account statements or correspondence
Grant of probate or letters of administration
A certified copy of the death certificate
Proof of identification for the executor or administrator
Next steps
Once you have the above documentation ready, please contact our support team. We'll assist you with any of the following:
Transferring holdings
Closing the account
Any other estate administration tasks
Need help?
To get started, please contact our support team via Live Chat or call us on 1300 786 199.
Phone support is available Monday to Friday, from 8:00 am to 5:30 pm (Sydney time).
Live Chat support is available Monday to Friday, from 9:15 am to 6:30 pm (Sydney time).