Deceased Estate | Rabobank Australia
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Rabobank
 

Deceased Estate

Before you notify us

When an account owner passes away you will need to provide us with a certified copy of the Death Certificate.

We will also need the following:

  • Full name of the deceased customer, and details of account numbers, if possible
  • A certified copy of the Will, if applicable
  • Your proof of identification

This allows us to start the process of finalising the Estate.

How to notify us

Contact the account manager or the local branch and they can provide guidance about the process and assist you with any general inquiries.

Once you notify us and provide a certified Death Certificate, a debit block will be placed on any deposit accounts solely held by the deceased. This means:

  • No money can be taken out of the accounts
  • Credit amounts continue to be credited to any deceased estate accounts

We can only accept certified hard copies of documents.

For Rabobank Online Savings customers, please mail the certified documents to the address below. Please provide them to your account manager or local branch.

You can also call our Client Services Unit:

Phone1800 025 484

MON – FRI 8am - 6pm (AEDT)

or call your local area manager

If you're overseas call

+61 2 8115 2240

clientservicesAU@rabobank.com

How to request information about the deceased’s account(s)?

All requests for information about a deceased’s accounts(s) must be in writing from the Executor or Administrator or their legal representative.

To request information about a deceased’s account(s), please issue your request in writing to the account manager or the local branch and include the following documents:

  • Certified copy of the deceased’s Death Certificate
  • Certified copy of the deceased’s last Will and Testament or evidence of application for Letters of Administration
  • If none of these is available, please tell us the reason so we can consider if exceptions can be made
  • Certified copy of Executor or Administrator's photographic identification
  • Where a legal representative is involved, evidence of authority to act on behalf of the Executor or Administrator

Any requests for information will be produced in writing within 14 days of receiving the above documents.

Finalising Estate

To make instructions in respect of the deceased's account(s) , please issue your request in writing signed by the Executors or Administrators to your Branch and include the following documents:


Account Entity Type What documents you need
For all types
  • Certified copy of the deceased's Death Certificate
  • Certified copy of the Probate or Letters of Administration
  • Certified copy of the deceased’s last Will and Testament, or evidence of application for Letters of Administration if Probate or Letters of Administration has yet been granted
  • Certified copy of Executor/Administrator's photographic identification
  • Where a legal representative is involved, evidence of authority to act on behalf of the Executor or Administrator
  • In addition:

Business account
  • If relevant to your claim, certified copies of company extracts or other documents evidencing directorship and authority to give instructions for the company
  • If the account is to be closed, a copy of a bank statement of the account you wish to transfer the funds of the estate to
  • If the request is to keep the account open, but with new details, please include this in the written instructions
Trust/SMSF accounts
  • Certified copy of the full Trust Deed
  • Deed of variation evidencing new appointments, if applicable
  • If the account is to be closed, a copy of a bank statement of the account you wish to transfer the funds of the estate to
Individual/Joint Accounts
  • A copy of a bank statement of the account you wish to transfer the funds of the estate to
  • If this is a joint deposit/transaction account that is not held by a Partnership nor connects with any loan products, and the request is for this account to stay open solely under the remaining account holder, simply provide the following documents only:

  • Written instructions advising us to change this account to one name only, signed by the remaining account holder
  • Certified copy of the deceased's Death Certificate

We will be in contact should we require any further information.

If you have any questions, please contact the account manager or the local branch. We are here to help.

What happens next:

Once we have received all the required documents listed above, we will begin our review. You will receive a letter outlining the outcomes of your instructions within 14 days.