Notifying HSBC of a Death
0800 085 1992Everything you need to let HSBC 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
HSBC notes processing times may vary. A reference number is provided after initial notification for tracking.
How to notify HSBC
Online: Use the bereavement portal (quickest method) to submit notification and upload documents
Phone: Call 0800 085 1992
Branch: Visit any HSBC branch in person
Death Notification Service
Documents you will need
- Death certificate (original or certified copy)
- Will (if available)
- Grant of Probate (if applicable)
- Photo ID of person dealing with estate (if not an HSBC customer)
- Completed closure form
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 are updated to the surviving account holder's name. The surviving holder can continue using the account.
Sole accounts
Sole accounts are frozen to stop withdrawals, but money can still be paid in. HSBC informs all relevant departments.
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
- You receive a reference number after initial submission to track and upload additional documents later
- HSBC bereavement support guide available as PDF download
Frequently asked questions
How do I notify HSBC of a death?
You can let HSBC know by calling their bereavement team on 0800 085 1992, 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 HSBC need for bereavement?
HSBC usually asks for: Death certificate (original or certified copy), Will (if available), Grant of Probate (if applicable), Photo ID of person dealing with estate (if not an HSBC customer), Completed closure form. It helps to have certified copies of the death certificate ready, as originals are sometimes held on to for a while.
How long does HSBC take to process a bereavement?
HSBC notes processing times may vary. A reference number is provided after initial notification for tracking.
Can I access a HSBC account without probate?
Whether you can access a HSBC 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 HSBC account when someone dies?
Joint accounts are updated to the surviving account holder's name. The surviving holder can continue using the account.
Need to write to HSBC?
Use our ready-made template letters to notify banks, utilities, and other organisations. Just fill in the details and send.
View Template Letters