Compatible region(s): England & Wales Northern Ireland

Probate letter to annuity provider

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from an annuity provider. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.

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Probate letter to annuity provider (Guidance Notes)