Notifying Skipton Building Society of a Death
0345 266 1209Everything you need to notify Skipton Building Society after a bereavement, including the dedicated phone number, required documents, and how long the process takes.
Online Form
Typical Timeline
Varies depending on estate complexity and balance.
How to notify Skipton Building Society
Phone: Call 0345 266 1209 (Bereavement Team)
Online: Complete the Bereavement Notification Information Request Form
Email: skiptondirect-bereavementnotification@skipton.co.uk (for savings under £5,000 or mortgages)
Post: Form can be posted to you on request
Documents you will need
- Death certificate (scanned copy may be accepted for smaller balances)
- Security questions will be asked
- Proof of executor/next of kin status
Joint vs sole accounts
Joint accounts
Joint accounts transferred to surviving holder.
Sole accounts
Sole accounts frozen. Information limited unless you can prove executor/next of kin status.
Probate threshold
Skipton Building Society has a probate threshold of £5,000 (for simplified email process). If the total balance held with Skipton Building Society is below this amount, they may release funds without requiring a grant of probate or letters of administration. If the balance exceeds this threshold, you will typically need to obtain probate beforeSkipton Building Society can release the funds.
Read our probate guide to understand the process and whether you need to apply.
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 Skipton Building Society of a death?
You can notify Skipton Building Society by calling their bereavement team on 0345 266 1209, or by completing their online bereavement form. Have the death certificate and your identification ready before you make contact.
What documents does Skipton Building Society need for bereavement?
Skipton Building Society typically requires: Death certificate (scanned copy may be accepted for smaller balances), Security questions will be asked, Proof of executor/next of kin status. It is a good idea to have certified copies of the death certificate ready, as originals may be retained temporarily.
How long does Skipton Building Society take to process a bereavement?
Varies depending on estate complexity and balance.
Can I access a Skipton Building Society account without probate?
Skipton Building Society may release funds without probate if the balance is below their threshold of £5,000 (for simplified email process). Above this amount, a grant of probate or letters of administration is usually required. Contact their bereavement team to discuss your specific situation.
What happens to a joint Skipton Building Society account when someone dies?
Joint accounts transferred to surviving holder.
Need to write to Skipton 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