How can I find the details of the account/s held by a deceased CommSec customer?
If you have recently lost someone close to you, we understand this may be a very difficult time. Below, you will find a step by step guide on how to best manage their CommSec account.
We can provide information to the estate executor, administrator or appointed solicitor, such as details of current holdings (assets) and historical transaction summaries, provided we receive the following documentation:
1. An executor authority/administration form per executor
2. A certified copy of the Death Certificate, and
3. A certified copy of the Last Will and Testament (will)
We can also provide information to the appointed solicitor, provided we receive the following documentation:
1. A letter of engagement
2. A certified copy of the Death Certificate, or
3. A certified copy of a Probate
Please send your request to commsecestatesmanagement@cba.com.au with the relevant account name and number (if known), your contact details, and information about your relationship to the deceased.
Need help understanding some of the key words we used in this article?
Familiarise yourself with these words below:
| Technical term | Definition |
|---|---|
|
Executor |
An estate executor is the person/s named in a will to take charge of the deceased’s assets and property. |
|
Administrator |
An administrator in this context is the person/s appointed by the court in the event of no will being present. |
|
Certified copy of a document |
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. |
|
Death Certificate |
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. |
|
Last Will and Testament |
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. |
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
