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What you'll need

About the person

You’ll be asked to provide:

About you

You’ll be asked to provide:

The details

When they’re needed

You'll need to provide an original or certified copy of one of these documents if the balance of their Virgin Money accounts or Virgin Money Unit Trust Managers accounts (if they had an investment or pension with us) is £35,000 or more.

If you already have one of these documents, please send us an original or certified copy.

If you don’t have one of these documents and the balance of their Virgin Money accounts is less than £35,000, we’ll provide you with a form to complete instead.

What they are

Grant of Probate (England and Wales)

A document confirming an executor named in the will has the legal right to handle the person's property, money and possessions.

Letters of Administration (England and Wales)

The equivalent of a Grant of Probate if the person died without a will. It's a document confirming who has the legal right to handle the person's property, money and possessions.

Certificate of Confirmation (Scotland)

A document confirming who has the legal right to handle the person's property, money and possessions.

  • Current UK or non-UK passport
  • Current UK, EU, Iceland, Liechtenstein, Norway or Switzerland driving license with photo
  • Current EU, Iceland, Liechtenstein, Norway or Switzerland national ID card with photo
Executor

Anyone named in the will to deal with the person's property, money and possessions.

Personal representative

Another name for someone who is an executor or, if there is no will, the person who has legal authority to deal with the person's property, money and possessions.

Professional executor

This could be a solicitor, bank or accountant.

Ways to let us know

There are different ways to let us know depending on what accounts or services they had with us. Let's find which team you should contact.

1. What type of accounts did they have with us?

Select one of the options.

If more than one option applies you can either let us know by visiting a Store or contacting each team separately.

If you don't have any account information, find ways to contact us.

2. Was the account originally opened with Clydesdale or Yorkshire Bank?

2. Were they a sole trader without borrowing?

3. Was the account originally opened with Clydesdale or Yorkshire Bank?

Ways to let us know

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0345 600 7301
Monday to Friday 8am to 6pm
Saturday 8am to 3pm
Sunday 10am to 1pm

Calls to 03 numbers are treated the same as calls to 01 and 02 numbers, including any inclusive minutes and discount schemes. Up to 16p per minute from UK landline. Up to 65p per minute from mobiles.

Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Personal banking

Accounts previously opened with Clydesdale or Yorkshire Bank. Excluding insurance, investments and pensions.

Ways to let us know:

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0800 011 3238
We're here Monday to Friday, 9am to 5pm.

Calls are free from UK landlines and personal mobile phones. Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have a business account or insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Personal banking

Excluding insurance, investments and pensions.

Ways to let us know:

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0345 600 7301
Monday to Friday 8am to 6pm
Saturday 8am to 3pm
Sunday 10am to 1pm

Calls to 03 numbers are treated the same as calls to 01 and 02 numbers, including any inclusive minutes and discount schemes. Up to 16p per minute from UK landline. Up to 65p per minute from mobiles.

Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have a business account or insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Business accounts

Ways to let us know:

Call us

Speak to the business account's Relationship Manager if you have their details.

Alternatively, call Business Direct:
0800 756 0800
We're here Monday to Friday, 8am to 6pm.

Calls are free from UK landlines and personal mobile phones. Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have a personal account, insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Sole trader

Accounts previously opened with Clydesdale Bank or Yorkshire Bank

Ways to let us know:

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0800 011 3238
We're here Monday to Friday, 9am to 5pm.

Calls are free from UK landlines and personal mobile phones. Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have personal insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Sole trader

Ways to let us know:

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0345 600 7301

Monday to Friday 8am to 6pm
Saturday 8am to 3pm
Sunday 10am to 1pm

Calls to 03 numbers are treated the same as calls to 01 and 02 numbers, including any inclusive minutes and discount schemes. Up to 16p per minute from UK landline. Up to 65p per minute from mobiles.

Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have personal insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Sole trader

Ways to let us know:

Online

If you already have their death certificate you can use our online form (opens in a new tab) Link opens in a new window.

The maximum file size is 25MB. You can send up to 10 documents at once. If you need to send additional documents, you can complete another online form.

Call us

You can speak to our Bereavement Services team:
0800 011 3238
We're here Monday to Friday, 9am to 5pm.

Calls are free from UK landlines and personal mobile phones. Calls may be recorded for training and quality purposes.

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they also have personal insurance, investments or a pension with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Insurance

Ways to let us know:

Call us

Call the insurance team (opens in a new tab) Link opens in a new window

In Store

To speak to us in person, find your nearest Store (opens in a new tab) Link opens in a new window.

Did they have another account or service with us?

You can let us know in Store or choose 'Pick another option' to tell each team separately.

Investments and pensions

Call

Investments and pensions are provided by Virgin Unit Trust Managers Ltd. Call them on:
0345 528 8888
Monday to Friday 8am to 9pm
Saturday 9am to 6pm

Calls to 03 numbers are treated the same as calls to 01 and 02 numbers, including any inclusive minutes and discount schemes. Up to 16p per minute from UK landline. Up to 65p per minute from mobiles.

Calls may be recorded for training and quality purposes.

Did they have another account or service with us?

Choose 'Pick another option' to find ways to let other teams know.

Accessibility support

Find out how to request an alternative format or contact us about other accessibility requests. You'll also find information on how to call us using Relay UK, a service designed for people with a hearing or speech impairment.

Accessibility support

Organisations that can help

Government guidance

Find guidance around the steps personal representatives need to take on the government's website.

Visit the government's website Link opens in a new window

NHS

GP surgeries and hospitals usually have information about local support groups. You can also find information and support on the NHS website.

Visit the NHS website Link opens in a new window

Cruse Bereavement Support 

Cruse offers free and confidential bereavement support for adults and children.

Visit Cruse Bereavement Support Link opens in a new window

Samaritans

They’re available 24 hours a day to listen, help and support people who are struggling to cope.

Visit Samaritans Link opens in a new window

Child Bereavement UK

The charity offers free and confidential bereavement support when a child grieves or a child dies.

Visit Child Bereavement UK Link opens in a new window

Turn2us

Use their Benefits Calculator and Grants Search to see what financial support you might be able to claim for.

Benefits and grants search tools Link opens in a new window