Executor Account request

Complete this form to convert an existing qualifying account, into an Executor or Administrator's Account

Executor Account

An Executor Account will allow you to:

  • collect incoming funds (like income from investments or the sale of assets) and pay any bills, debts, and expenses related to the estate efficiently
  • hold funds before probate is granted, making you better prepared to distribute funds when the 'Grant of Probate' is complete
  • keep detailed records of all transactions to help ​you comply with the legal requirements for managing an estate.​

Steps

  1. Open a new account from the following qualifying accounts:
     Classic account (sole or joint names), Easy Saver (sole name) or Club Lloyds Advantage Saver (sole name).
  2. Complete this form to request a conversion of the account to an Executor Account.

Who should complete this form?

If you're the executor to an estate, you can complete this form if:

  • you want to act as the first signatory on the Executor Account
  • you're happy to be the registered correspondent for the account
  • you haven't opted out of being an executor during the granting of probate
  • you've opened an account that can be converted for this purpose.  

 

Completing this form

This application is to convert an existing qualifying account, which should have been opened for this purpose. We'll ask you for these existing account details as part of this application.

This form can only be used to convert a current account held by 2 executors or a savings account held by 1 executor. We’re only able to set up executor current accounts for up to 2 people. 

A named executor/administrator can decide to opt out if they don't want to be named as an account holder. There must be at least one named executor/administrator on the account.

Executor Account request form

You won't need to complete this form.

If you haven't already, get in touch as soon as possible so we can assume our legal responsibilities.

See more about the Estate Management Service.

If you're converting to an Executor account that needs more than one name, make sure you’ve opened a joint current account.

Start form

Details of the deceased

Complete all questions.

  

 

This will help us locate their accounts.
Day
Month
Year
Day
Month
Year
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Details of the deceased's estate and the account to be converted

Complete all questions.

 

 

You can use this account online but it will not have a debit card facility
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Important information

  

 

Variation of the service and facilities offered for executor(s)/administrator(s).

We may vary the service and facilities offered for Executor(s) / administrator(s) accounts.
If we need to do this, we would give notice to you, either in a newspaper, branch, online or letter if and when it is necessary or appropriate to do so.

Some reasons for this might include to:

  • make a change to your benefit that does not affect your rights and obligations
  • meet legal or regulatory requirements
  • correct errors, omissions, inaccuracies or ambiguities
  • deal with reorganisations within the group
  • cover service differences for new computer or other processes
  • bring us into line with market practice
  • reflect developments we wish to make to your accounts and changes in demand or requirements.

 

Other things you should know

FSCS

The Financial Services Compensation Scheme protects up to £120,000 of the eligible money you hold with us

More about the FSCS.

 

Your data privacy

It's also important that you understand how the personal information you give us will be used.

Therefore, we strongly advise that you read our full privacy notice, or you can ask us for a copy.

 

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Executor(s) / administrator(s)


Provide the details of up to 2 executors to be named on the account. (Joint only available on current account only).

If Probate has been granted, executors on this account must also be listed on the 'Grant of Probate'.

  

First executor details

Day
Month
Year
(as it appears on your passport)
This is the country in which you are resident for taxation purposes.
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Executor(s) / administrator(s)

Personal details continued.

  

First executor contact details

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Executor(s) / administrator(s)

Personal details continued.

   

First executor contact details

Current Address

 

Enter address manually

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

Enter address manually Search again
Search for address
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Executor(s) / administrator(s)

You can provide the details for up to 2 executors on this account.

If Probate has been granted, executors on this account must also be listed on the 'Grant of Probate'.

  

 

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Executor(s) / administrator(s)

Provide the details of the second executor.

If Probate has been granted, all executors on this account must also be listed on the 'Grant of Probate'.

 

 Second executor contact details

Day
Month
Year
(as it appears on the passport).
This is the country of residency for taxation purposes.
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Executor(s) / administrator(s)

Second executor personal details continued.

  

Second executor contact details

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Executor(s) / administrator(s)

Second executor personal details continued.

   

Second executor contact details

 

Enter address manually

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

Enter address manually Search again
Search for address
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Declarations

Read through these statements and confirm that you understood and agree:

Submit application Back

Protecting your money

FSCS Logo

Protecting your money

The Financial Services Compensation Scheme (FSCS) protects up to £120,000 of the eligible money you hold with us.

More about the FSCS

It is important that you understand how the personal information you give us will be used.

Therefore, we strongly advise that you read our full privacy notice, or you can ask us

for a copy.