Read from Halifax’s own page on · source: halifax.co.uk
Call Halifax on 0800 015 0012 (8am to 6pm, 7 days a week), or tell them online or in person.
| Route | Detail | Read on |
|---|---|---|
| Phone | 0800 015 00128am to 6pm, 7 days a week | |
| Online | Online bereavement form (“Tell us about a bereavement”) | |
| In person | In a Halifax branch. Their November 2023 guide says to call to book a time (printed beside 0800 028 1057); their page says what ID to bring. | |
| From outside the UK | +44(0)1733 261630The same bereavement team, for calls from abroad | |
| Relay UK | Add 18001 before the number you needTheir Call us page says they welcome calls through Relay UK; add 18001 before the number you need. | |
| SignVideo | SignVideo (British Sign Language)Their Call us page says SignVideo is also available if you are Deaf and use British Sign Language. |
These products have their own teams and numbers. Where each number was read is in the Sources list at the foot of this page.
Keep one line per call. If anything goes wrong later, this is what you will be asked for.
Letters to tell a bank, building society, insurer or pension provider about a death, ready to fill in. No account, no email needed.
A blank to fill in yourself. Not legal advice. Written for England and Wales.
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Anyone can tell Halifax about a death. To deal with the accounts, you need to be the next of kin, an executor named in the will, or a personal representative. Halifax calls the online form the quickest way to tell them.
Their page says they need the death certificate and proof of identity to review any accounts. It does not say you must have the certificate before you first tell them. Their online form (we read its text from its code, as it runs by script) includes the question “What proof of death do you want to use?” with a list of choices; we could not run the form, so we cannot say when it asks this or whether it must be answered.
If you are unsure about anything, Halifax says its specialist bereavement team is there to help by phone.
Their November 2023 guide says: if you need to come in and see them, you just need to call to book a time. The guide prints that beside 0800 028 1057, not the 0800 015 0012 on their current page, and their current page does not say to book.
Halifax’s page says sole accounts will be frozen, and cards and cheque books cancelled. If it receives money after the account has been frozen, it returns it to the sender. Their online bereavement service (we read its text from its code, as it runs by script) says that once you submit, the information is checked and verified, and when they are happy they freeze all of the person’s accounts, though joint accounts stay active for the remaining holder.
On sole accounts, Halifax stops all standing orders and Direct Debits and can give you a list of the payments. It cannot stop subscription payments, so you have to cancel those with the companies.
Halifax stops sending statements and most letters once it has been told. Some letters are prepared up to 6 weeks ahead, so a few may still arrive. Bereavement letters go to the personal representative.
Joint accounts move to the surviving account holder and stay open. Standing orders and Direct Debits continue.
Funeral costs: if there is money in the person’s account, Halifax can pay the funeral director directly when you give them the bill. Their page says the same applies to bills such as Inheritance Tax and probate.
Sole-name mortgage: payments remain due, but Halifax says it does not expect you to make them for up to 18 months from the date of death, to give you time to get probate. The amount owed will increase.
On a sole-name mortgage, Halifax cancels the Direct Debits, so the mortgage falls into arrears. It must write to tell you, and its page says you do not need to take action when those letters arrive.
Joint-name mortgage: the monthly payments continue, and the mortgage usually transfers to the name of the remaining owner.
Personal debt in sole accounts can be paid from the estate, and their page says representatives are not personally liable for it. For a sole overdraft, speak to the specialist bereavement team to find out whether the estate has money to repay it. For a loan or credit card without Payment Protection Insurance cover, the page says the same. For a credit card in the person’s sole name, regular payments to and from the card stop, and if there is an additional cardholder, they cannot use the account.
On a joint overdraft or personal loan, responsibility passes to the remaining account holder.
If Lloyds or Bank of Scotland is named as executor in the will, call 0800 056 0171 (Monday to Friday 9am to 5pm). Halifax’s page says not to worry if there is no will in place, you can still get in touch. Whether the Lloyds Estate Administration Service can act without a will is a separate matter: its page says “In Scotland, we can only help in cases where the deceased has made a will. This doesn’t apply to England and Wales.” Its brochure says that service is for people who lived in England, Wales or Scotland.
Halifax no longer offers executor accounts, and its page points you to Lloyds. It can also introduce you to the Lloyds Bank Estate Administration Service, and says the initial support and guidance is fee-free and without obligation.
Probate: Halifax’s page says getting the legal document back from the Probate Registry usually takes 8 to 16 weeks, and administering the estate can take 9 to 12 months, sometimes longer. It gives no separate time for Scotland or Northern Ireland. Halifax says you may need probate for organisations outside Lloyds Banking Group.
A spouse or civil partner can claim an extra tax-free ISA allowance (an Additional Permitted Subscription) equal to the value of the deceased’s ISA. Halifax says it will discuss this when the bereavement is registered.
Life insurance: Halifax’s life cover page says to start a claim using the online claim form on the Scottish Widows website. Scottish Widows then says which documents to send, usually including the death certificate.
Buildings and contents insurance: a policy in a sole name can be changed to an executor’s policy. If no one is living in the property, or someone else has moved in, tell Halifax, as this decides whether the policy can continue.
Share Dealing (investment) accounts have their own route. Send the original death certificate or a copy by email or post (copies can be sent by a registered solicitor, or a branch team member will verify a copy with their ID and official branch stamp). Halifax then writes to the account’s registered address with a valuation and a form, and posts you a Bereavement Guide.
Share Dealing: if you ask Halifax to sell investments, its page says it will do this within 72 hours; further down, it says this will usually be done within 72 hours of receiving the instruction form. Upon settlement in the market it arranges for the money to be sent by cheque to the executor within 10 working days. The page says this may take longer where additional information is required. A transfer to another Halifax Share Dealing account usually takes up to 10 working days. Nothing is released until identity checks are done.
Halifax is changing to Lloyds. Their page says the bereavement support is not changing and that you can contact them in exactly the same ways as now.
Halifax says it does not provide business banking services. Lloyds Bank and Bank of Scotland do.
To find out if a grant is required, their page gives: Probate England and Wales, call 0300 303 0648 or visit gov.uk/applying-for-probate; Probate Northern Ireland, visit probate | nidirect; Confirmation Scotland, call 0131 444 3300 or visit mygov.scot/confirmation.
Their online form has a screen for a person it does not recognise as a regulated solicitor or third party. It says: “To continue to use our registration service you need to write to us at the address shown below.” It asks for a Letter of Authority signed by the deceased’s executor or legal next of kin, a certified copy of the ID and a copy of the death certificate, and prints Lloyds Banking Group, Bereaved Service Centre, The Green Building, Kirkstall Road, Leeds, LS78 1LB and, if overseas, Bereavement Unit, Lloyds Banking Group, 5th Floor, 11 Portland Street, Manchester, M1 3HU. We read this text from the form’s code, as it runs by script, and could not see when it is shown.
The Death Notification Service’s own list of members also names Black Horse Finance and Lex Autolease, two of the companies this page says Halifax does not tell for you.
Halifax’s bereavement page (its main contact section) and its Call us page: 0800 015 0012, open 8am to 6pm, 7 days a week.
The same bereavement page’s section on joint-account lending, and Halifax’s bereavement guide, which says it is correct as of November 2023: 0800 028 1057, open 8am to 8pm, 7 days a week.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Halifax’s bereavement page: 0345 300 5178 if the policy number begins HAP, and 0345 604 6473 for other policies; lines open Monday to Friday 8am to 6pm and Saturday 9am to 1pm.
Halifax’s home insurance contact page: 0345 300 7033, listed under 'Bereavement'; lines open Monday to Friday 8am to 6pm and Saturday 9am to 1pm. Halifax’s Call us page and cancel-your-policy page give 0345 300 5178 instead (the Call us page for existing customers who want to make a claim or manage a policy, the cancel page for cancelling because of a bereavement), with no split by policy number.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Halifax’s bereavement page: 0345 604 6473.
Halifax’s bereavement guide, which says it is correct as of November 2023: 0345 600 6001.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Halifax’s bereavement page, under sole accounts; the November 2023 guide says the same: Any interest will still be paid until the account is closed.
Halifax’s bereavement page, in the same list under sole accounts: All fees and interest will be stopped.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Share Dealing bereavement page (the bereavement page also says Monday to Friday 8am to 5pm): Monday to Friday, 8am – 5pm (closed weekends and English Bank Holidays).
Halifax’s Share Dealing bereavement factsheet, which says it is correct as of April 2020 (none of the Halifax pages we read links to it): Monday to Friday 8am–6pm.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Halifax’s privacy page, under the request for information about a deceased customer: Halifax, Bereavement Unit, The Green Building, Leeds, LS78 1LB.
Halifax’s printable data request form for retail customers (form number 13669_HX-0425): Bereavement Team, 5th Floor, Westminster House, 11 Portland Street, Manchester, M1 3HU.
Both are Halifax’s own. Read on 16 October 2026. If it matters to you, ask Halifax which applies.
Halifax is not on GOV.UK’s list of organisations Tell Us Once notifies.
Tell Us Once does not tell banks, mortgage providers, insurance providers, companies the person had contracts with (such as utility companies, landlords or housing associations), or personal or workplace pension schemes other than the public sector ones it contacts. GOV.UK says you will need to contact organisations like these yourself, and lists other things you may also need to do: update the property records if the person owned land or property; contact DVLA if they owned a vehicle and you sell it, or keep it and tax it in your own name; contact HMRC if they owed business taxes like VAT; contact the Student Loans Company if they had a student loan; and contact DWP if a child or baby has died and you get benefits as their parent or carer.
Tell Us Once is available only if the person was living in England, Scotland or Wales. GOV.UK says it cannot be used if the person was living in Northern Ireland when they died, or living abroad permanently when they died.
Read from GOV.UK on 16 October 2026.
How Tell Us Once worksOne free online notification tells the member organisations you choose, at the same time.
Halifax is on the Death Notification Service’s own list of members. Read from its member list on 16 October 2026.
Notification only. Each member you choose updates its records and tells you the next steps. The service’s own FAQ says to expect that within 10 working days where a member holds a live account, and that a member holding no account will not write back.
Every route here was read from Halifax’s own pages on 16 October 2026, not from a directory or a search result. If this page and Halifax’s own page ever disagree, believe theirs.
SONAR is our own watch over the figures and links this site publishes. It can flag a change; it cannot edit this page. A person re-reads Halifax’s page and re-dates it.
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