Help with bereavement

Losing a loved one

When you've lost someone, speaking to banks will be the last thing on your mind. We're here to help. Talk to us and we’ll make the process as simple as possible.

Get in touch

When you're ready, call our Specialist Bereavement Team on  +44 (0) 1624 641711. We'll help you figure out what to do next regarding accounts and any regular payments.

What to expect

We’ll ask you for details about the person that’s died and your relationship to them. If you haven’t found a will, don’t worry, we can still help. If you have any questions, you may want to make a list and we'll do our best to answer them all.

We’ll also need to speak to the executor or next of kin. If that’s you, then you’ll need:

  • The death certificate
  • Proof of your identity
  • Cards and cheque books to help us find and protect the accounts.

You can use your passport or photo driving licence as proof of identification. If you don’t have one of these, when you contact us, we’ll let you know the other types of ID we accept.

What happens next?

During our conversation, we’ll take the time to support you, talk you through each stage and make sure we understand exactly what you need. Then, we’ll go ahead and make any relevant changes. We can do things like close any of their accounts or put joint accounts in the surviving person’s name.

For accounts held with Lloyds Banking Group, we'll automatically notify all of the following so you don't have to:

  • Lloyds Bank
  • Halifax
  • Bank of Scotland
  • MBNA
  • Scottish Widows
  • Clerical Medical
  • Birmingham Midshires

As we handle your case, if we need any more information, we'll let you know.

Bereavement support guide

We know there’s a lot to process, so we've created a personal guide with more information on your next steps. We've broken down each step in more detail and given useful answers to other questions you may have. You'll find more on how we can help you, what to do with accounts and anything else you may need to do.

Download our bereavement guide (PDF, 1.24 MB)