What documents may be needed to finalise the Estate?

For all estates, we’ll need the original documents or certified copies of the following:

• Proof of death: such as death certificate, funeral invoice, Grant of Representation or Government Agency Correspondence.
• Either a will (if applicable) or if there’s no will, next of kin proof of relationship.
• Proof of identity for all legal personal representatives: government-issued photo ID, such as a driver licence, or passport
• Completed and signed Closing account and releasing funds for a Deceased Estate form.

Information on what is needed to finalise the estate will also be included in the letter that we will send once we are initially notified of the deceased customer’s passing. The document(s) should be sent to us at bereavementservices@cards.koganmoney.com.au.

Once we have instructions and acceptable documents and information from all confirmed legal personal representative(s), we will act on those instructions to finalise accounts within 14 business days.

If we’re missing required information or documents and you’ve provided your phone number, we’ll try to contact you by phone to discuss. We’ll then follow up in writing detailing what we need.