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What to do when someone with a Tembo savings account dies

Written by Evan

We’re very sorry to hear that someone close to you has passed away. Our specialist bereavement team can help you close their Tembo account and arrange for any remaining funds to be paid to the executor or next of kin.
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What you may want to do first

These steps aren’t a requirement for contacting us, but you may find them useful:

How to let us know about a bereavement

The quickest way to get started is to complete our bereavement form. Fill in as much as you can, and don’t worry if you’re missing some details. One of our specialists will contact you with next steps within 1-2 working days.

You can also reach us by:

What we’ll need from you

The documents we need will depend on the situation. We’ll confirm exactly what’s needed when we speak to you.

If you’re the executor (the person named in the will to manage the estate) we’ll likely need:

  • A copy of the death certificate

  • A copy of the will showing you as executor, or a Grant of Probate (the legal document confirming an executor’s authority)

  • Proof of your identity

If you’re the next of kin and there’s no will, we’ll likely need:

  • A copy of the death certificate

  • Documents showing your relationship to the account holder (for example, a marriage or birth certificate)

  • Proof of your identity

What happens next?

Once we’ve received your documents and verified them:

  1. We’ll secure the account so no further payments can be taken.

  2. We’ll pay any remaining funds to the executor or the estate.

  3. We’ll close the account and confirm this to you in writing.

The time taken for these steps will be different depending on the situation, however we’ll be sure to keep you updated throughout this process.

Extra support

Handling someone’s affairs while you’re grieving can be overwhelming. These organisations offer free support:

Your information

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