In this instance, the documentation we require depends on the amount of holdings (assets) in the account. For accounts with less than $25,000 in holdings we require:

Option 1

• a certified copy¹ of a Probate²/Letter of administration³, or

Option 2

• a certified copy¹ of the Death certificate⁴, and
• a certified copy¹ of the Last will and testament (will)⁵, and
• a Small estates indemnity form⁶.

For accounts with more than $25,000 in holdings we require:

• a certified copy¹ of a Probate²/Letter of administration³.

Please email the documentation to commsecestatesmanagement@cba.com.au or post to CommSec estates management, Locked bag 22, Australia Square, NSW 1215.

Once we receive the relevant documentation, the shares will need to be transferred. To do this, please complete an Off market transfer form for issuer to CHESS transactions.  Please note that fees may apply.

We’re here to help

If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 7pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au

For more information on CommSec estate management, please click here.

Important information

1. A certified document must include the statement “I certify that this is a true copy of the original document” and include the full name, signature, date or certification and qualification/occupation of the certifier.
2. A Probate is a document issued by the Supreme Court that confirms the validity of a will, and authorises the executor/s to act. Please note that if the Probate was issued in South Australia we will also require the Registrar certificates. If this was issued as an electronic grant after 26/11/2018, a non-certified copy is acceptable.
3. A Letter of administration is a document granted by the Supreme Court giving authority to an administrator to collect and distribute the assets of the estate in the absence of a valid will.
4. A Death certificate is an official document issued by the Registry of Births, Deaths and Marriages containing the information registered when someone passes away, including the date, place and cause of death.
5. The Last will and testament (will) is a legal document in which a person specifies how they wish their estate to be distributed after their passing.
6. Please note that all forms can be provided to us via email, with the exception of the Small estates indemnity form which must include a ‘wet ink’ or physical signature.