4 steps to follow

What happens next?

List of documents you'll need to provide us

1. Completed Customer Notification Form.

2. One of the following documents:

  • copy of the death notice from the newspaper
  • an original or certified copy of the death certificate
  • an original funeral account or invoice
  • an original or certified copy of probate or letters of administration
  • any certificate issued by the public trustee or trustee company authorised to do so.

3. All of these documents:

  • Original or certified copy of the grant of probate (only required for estates over $50,000).
  • Original or certified copy of the will or letters of administration if a will isn't available.
  • The original funeral invoice if you need the estate to pay for the funeral expenses.

Note, all signatories must show 100 points of identification if they’re not existing NAB customers.

Contact us

Here's how you can contact us:

NAB Bereavement Support

GPO BOX 2067

Melbourne Victoria 3001

If your family member or friend had any business with the following, you’ll need to contact them separately so they can finalise their accounts:

NAB Insurance - 13 22 95

NAB Cash Manager - 1800 036 171

NAB OnLine Trading - 13 13 80

Customer Care - 1800 701 599

National Australia Trustees - 1800 036 172

NAB Shareholder Services - 1300 367 647

NAB Business accounts - 13 10 12

NAB Broker (previously Homeside) - 13 22 18

Ubank - 13 30 80

MLC - 13 26 52
You can also contact MLC Trustee Claims if you're unsure if your family member or friend held an insurance policy or had superannuation with MLC.

Don't forget you'll also need to contact a number of other organisations like phone companies, gas and electricity, council rates, Australian Taxation Office (ATO) etc.

Financial difficulty? Call NAB Assist

We can offer you help if you're experiencing financial difficulty.

If you're overseas call +61 3 9322 7000 Mon-Fri 8am - 8pm (AEST/AEDT).

SUPPORT QUICK LINKS

Need further support?

Here's a list of organisations to contact for more support and advice.

Other things you'll need to know

Learn what happens if there's no will or how to get a grant of probate.

Financial advice

If you've inherited money and need help with what to do with it, we can help you.

Terms explained

You'll come across many unfamiliar terms, so we've helped you understand the most common ones.

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We're ready to help you

NAB Bereavement Support

Mon-Fri 8am - 5pm (AEST/AEDT)
If you're overseas call +61 03 9208 5577