Losing someone close to you can be an emotional and overwhelming time. We understand that dealing with practical matters such as banking may not be your first priority, but we’re here to make things a little easier. Our team will guide you through each step and help you manage your loved one’s Horizon Bank accounts with care and understanding.

Let us know as soon as you can

When you’re ready, please let us know about your loss so we can help protect your loved one’s accounts and guide you through the next steps. You don’t need to be the executor or next of kin to notify us, anyone close to the deceased can let us know. You can visit any Horizon Bank branch, call our team on 1300 366 565, or email info@horizonbank.com.au.

Once notified, we will:

  • Secure the accounts and stop fees and charges
  • Cancel cards and direct debits where needed
  • Help with access to funds to assist with funeral expenses, if applicable
  • Explain the documentation we’ll need to finalise the estate

What we’ll need

To manage a deceased estate, we usually ask for:

  • A certified copy of the death certificate
  • Identification for the executor or next of kin
  • A copy of the will or probate documents, if available

Once we have these documents, we’ll confirm the next steps and keep you informed throughout the process.

 

 

Helpful Resources

Many people find it useful to use the Australian Death Notification Service. This free national service allows you to notify multiple organisations at once, making it easier to manage some of the practical arrangements following a loss. You can find out more or start a notification at www.deathnotification.gov.au. 

Bereavement Support

Everyone experiences grief differently, and there’s no right or wrong way to feel after losing someone close to you. If you need to talk or would like extra support, there are caring professionals and services available to help. 

Horizon Bank is here to help

If you have questions at any point, please reach out to us. You can contact our team by phone, email, or by visiting the team at your nearest branch. We’ll take the time to explain what’s needed and ensure everything is handled as smoothly and respectfully as possible. 

Phone

1300 366 565

Email

info@horizonbank.com.au

Visit your local branch

Horizon Bank has a branch network spanning the NSW South Coast and Illawarra.