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, and
  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.


*Important Information

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 6pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au.

 

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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