Notifying Principality Building Society of a Death
0330 333 4000Everything you need to notify Principality Building Society after a bereavement, including the dedicated phone number, required documents, and how long the process takes.
Online Form
No online form available. Use the phone number or post instead.
Postal Address
Bereavement Team, Principality Buildings, PO Box 89, Queen Street, Cardiff, CF10 1UA
Typical Timeline
Varies depending on estate complexity.
How to notify Principality Building Society
Phone: Call 0330 333 4000
Email: bereavement@principality.co.uk
Post: Write to Bereavement Team, PO Box 89, Cardiff, CF10 1UA
Branch: Visit a local branch
Documents you will need
- Death certificate (original or copy)
- Name of Personal Representative(s)
Joint vs sole accounts
Joint accounts
Joint accounts transferred to surviving holder.
Sole accounts
Sole accounts frozen pending estate administration.
What to say when you call
You do not need to prepare a detailed explanation. A brief, straightforward call is all that is needed. Here is a simple script you can follow:
"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 guide you through the rest of the call. Have the death certificate, your photo ID, and any account details to hand before calling.
Frequently asked questions
How do I notify Principality Building Society of a death?
You can notify Principality Building Society by calling their bereavement team on 0330 333 4000. You can also write to them at Bereavement Team, Principality Buildings, PO Box 89, Queen Street, Cardiff, CF10 1UA. Have the death certificate and your identification ready before you make contact.
What documents does Principality Building Society need for bereavement?
Principality Building Society typically requires: Death certificate (original or copy), Name of Personal Representative(s). It is a good idea to have certified copies of the death certificate ready, as originals may be retained temporarily.
How long does Principality Building Society take to process a bereavement?
Varies depending on estate complexity.
Can I access a Principality Building Society account without probate?
Whether you can access a Principality Building Society 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 Principality Building Society account when someone dies?
Joint accounts transferred to surviving holder.
Need to write to Principality Building Society?
Use our ready-made template letters to notify banks, utilities, and other organisations. Just fill in the details and send.
View Template Letters