Notifying Yorkshire Building Society of a Death
0345 1669 229Everything you need to let Yorkshire Building Society 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
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
Online: Complete the bereavement notification form
Phone: Call 0345 1669 229
Branch: Visit any YBS branch with death certificate
Documents you will need
- Death certificate (copy)
- Photo ID may be requested
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's name.
Sole accounts
Sole savings accounts frozen upon notification.
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.
Frequently asked questions
How do I notify Yorkshire Building Society of a death?
You can let Yorkshire Building Society know by calling their bereavement team on 0345 1669 229, or by filling in 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 own identification beside you before you get in touch.
What documents does Yorkshire Building Society need for bereavement?
Yorkshire Building Society usually asks for: Death certificate (copy), Photo ID may be requested. It helps to have certified copies of the death certificate ready, as originals are sometimes held on to for a while.
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