Notifying Halifax of a Death
0800 028 1057Everything you need to let Halifax know, including their dedicated bereavement number, the documents to have ready, and how long it usually takes. Their team handle these calls every day and will be patient with you.
Online Form
Typical Timeline
Account closure may take up to 6 weeks.
How to notify Halifax
Phone: Call 0800 028 1057
Online: Complete the 8-step bereavement notification questionnaire
Branch: Book an appointment at any of 553+ branches
Death Notification Service
Documents you will need
- Death certificate or proof of death document
- Grant of Probate (if accounts exceed £50,000)
- Photo ID of executor/representative
Unsure whether probate is needed?
If the estate is complex or the balance exceeds the bank's threshold, a probate solicitor can handle the whole process. Compare local solicitors and get free quotes through Unbiased.
Joint vs sole accounts
Joint accounts
Joint accounts transferred to surviving account holder. Surviving holder retains access.
Sole accounts
Accounts frozen. Standing orders and Direct Debits cancelled. Debit, savings and credit cards cancelled. Online banking removed.
What to say when you call
You do not need to explain anything at length. A short, straightforward call is all this takes. If it helps, read the words below straight off the screen. Nobody will mind.
"Hello, I am calling to notify you of a death. The account holder was [full name], and the date of death was [date]."
"I am their [relationship, e.g. son/daughter/executor]. My reference number from the death registration is [Tell Us Once reference number, if you have one]."
"Could you let me know what documents you need and what the next steps are?"
The bereavement team will take it from there and guide you through the rest. Have the death certificate, your photo ID, and any account details beside you before you ring.
Additional information
- Part of Lloyds Banking Group
- Alternative probate helpline: 0800 015 0012
Frequently asked questions
How do I notify Halifax of a death?
You can let Halifax know by calling their bereavement team on 0800 028 1057, or by filling in their online bereavement form. Have the death certificate and your own identification beside you before you get in touch.
What documents does Halifax need for bereavement?
Halifax usually asks for: Death certificate or proof of death document, Grant of Probate (if accounts exceed £50,000), Photo ID of executor/representative. It helps to have certified copies of the death certificate ready, as originals are sometimes held on to for a while.
How long does Halifax take to process a bereavement?
Account closure may take up to 6 weeks.
Can I access a Halifax account without probate?
Whether you can access a Halifax account without probate depends on the balance and account type. Contact their bereavement team to discuss your specific circumstances, as they may be able to release small balances without a grant.
What happens to a joint Halifax account when someone dies?
Joint accounts transferred to surviving account holder. Surviving holder retains access.
Need to write to Halifax?
Use our ready-made template letters to notify banks, utilities, and other organisations. Just fill in the details and send.
View Template Letters