Step 5: Identifying yourself & important documentation
All non-customers who are representatives, partners, family or executors of the estate are required to be identified in a Westpac branch before we can proceed
If you are not a Westpac customer and you are managing the financial affairs of our customer, we will have to identify you. Identification is critical. We need to be able to know who we are talking to and who we should be receiving estate requests from.
Identify yourself at any branch
We ask that you identify yourself at any branch so that no matter what part of the bank you are contacting, we can easily identify you and then move ahead with your request. You must show at least one form of ID - driver’s licence, passport or birth certificate. If any document is written in a language other than English, you must provide an English translation prepared by an accredited translator.
When it comes to finalising the Estate, if you have requested us to pay directly to beneficiaries such as those mentioned in the will or next-of-kin, we will require those beneficiaries to be identified also.
If we are finalising by bank cheque to an “Estate of the Late” account, we do not need to identify all beneficiaries, but we do need to identify the person requesting us to make the payment (Executor or Administrator).