Deceased estates guide

We're here to help our members impacted by the loss of a loved one.

What you need to know

The following is a summary of the steps to finalise the bank accounts of a loved one who has passed away.

Step 1 – Notify us

Step 2 – Provide the necessary documents and information to us

Step 3 – IMB reviews the Estate and determines any additional requirements

Step 4 – Complete any additional requirements

Step 5 – IMB releases the Funds held in the Estate

Glossary of Terms

Got a question on Deceased Estates?

Other Information

My question has not been answered here and I need to discuss this with someone. Who do I call?

Can I deposit cheques made payable to the deceased?

What happens with Direct Debits and other scheduled payments from the deceased’s accounts?

What happens with Deposits to the deceased member’s accounts?

Need support?

Contact us

Get in touch with one of our Australia-based team.

Locate us

Our friendly branch staff are looking forward to helping you achieve your financial goals.