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Building Society

Notifying Yorkshire Building Society of a Death

0345 1669 229

Everything you need to notify Yorkshire Building Society after a bereavement, including the dedicated phone number, required documents, and how long the process takes.

Bereavement Phone

0345 1669 229

Mon-Fri 9am-5pm

Postal Address

Customer Service Centre, Yorkshire Building Society, Yorkshire House, Yorkshire Drive, Bradford, BD5 8LJ

Typical Timeline

Varies. YBS contacts you with next steps after receiving death certificate.

How to notify Yorkshire Building Society

1

Online: Complete the bereavement notification form

2

Phone: Call 0345 1669 229

3

Branch: Visit any YBS branch with death certificate

Documents you will need

  • Death certificate (copy)
  • Photo ID may be requested

Joint vs sole accounts

Joint accounts

Joint accounts transferred to surviving account holder's name.

Sole accounts

Sole savings accounts frozen upon notification.

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 Yorkshire Building Society of a death?

You can notify Yorkshire Building Society by calling their bereavement team on 0345 1669 229, or by completing their online bereavement form. You can also write to them at Customer Service Centre, Yorkshire Building Society, Yorkshire House, Yorkshire Drive, Bradford, BD5 8LJ. Have the death certificate and your identification ready before you make contact.

What documents does Yorkshire Building Society need for bereavement?

Yorkshire Building Society typically requires: Death certificate (copy), Photo ID may be requested. It is a good idea to have certified copies of the death certificate ready, as originals may be retained temporarily.

How long does Yorkshire Building Society take to process a bereavement?

Varies. YBS contacts you with next steps after receiving death certificate.

Can I access a Yorkshire Building Society account without probate?

Whether you can access a Yorkshire 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 Yorkshire Building Society account when someone dies?

Joint accounts transferred to surviving account holder's name.

Need to write to Yorkshire 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