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It explains how instructions are used for current accounts, savings accounts, sole trader accounts, and Barclaycards, including repayment of debts and removal of names from joint accounts. The form covers eligibility to sign as executor, administrator, solicitor, or legal next of kin, and outlines responsibilities, agreement review, and legal entitlement to handle estate money. Sections address bonds and ISAs options, additional ISA allowance for spouses/civil partners, and payment details for GBP and foreign currency balances.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/settlement-details-form-form/385556/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/settlement-details-form-form/385556.png","ImageObject",442,249,{"name":88,"@type":89},"Franzy","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-16","2026-09-24",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Who is allowed to sign the settlement details form?","Question",{"text":109,"@type":110},"You can sign if you’re legally responsible for handling the estate. Suitable roles include an executor, administrator, solicitor, or the legal next of kin.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What happens to debts and joint accounts after you provide instructions?",{"text":114,"@type":110},"Any debt with Barclays is repaid from the account before the remaining balance is sent. Your name is removed from joint current or savings accounts, and the accounts remain open under the other account holder’s name.",{"name":116,"@type":107,"acceptedAnswer":117},"How should payment details be provided for sterling and foreign currency balances?",{"text":118,"@type":110},"For sterling balances, choose a UK bank account or an international account using the requested fields. For foreign currency balances, Barclays sends the balance separately and you can use the account details from Section 2a or enter details for an account with a different currency.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},385556,1791354435,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},2336478945519,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","Settlement details form   \n| Account holder: |  |\n| --- | --- |\n\n\n| Bereavement reference number: |  |\n| --- | --- |\n\nWe’ll use the instructions you give on this form to deal with current accounts, savings accounts, sole trader accounts and Barclaycards in the account holder’s sole name. If they had any debt with us, we’ll take money from their accountsto repay it before sending you the balance.  \nWe’ll remove their name from any joint current or savings accounts and the accounts will stay open in the other account holder’s name. We’ll send you a separate form for any Smart Investor accounts.  \nWho can sign the form  \nYou can sign this form if you’re legally responsible for handling the estate. You’ll need to be an executor, administrator, solicitor orthe legal next of kin.  \n• An executor is named in the will, by the person who has passed away  \n• An administrator is appointed by the court when there’s nowill or no executor named in the will  \n• The legal next ofkin is the closest living relative according to the law. They handle the estate if there are no executors, and the court doesn’t need to appoint an administrator.  \nWhat you’re agreeing to  \nWhen you sign this form, you confirm that you’re legally entitled to deal with the estate and handle the money.  \nYou also accept responsibility for any money we have to pay out, or items we have to release, such as cheques, if someone else presents a legal claim to the estate after we’ve followed your instructions.  \nPlease read the full agreement in section 3 and make sure you understand it before signing. If you don’t understand any part of the agreement, we recommend that you get independent legal advice before signing the form.  \nSection 1– Bonds and ISAs  \nComplete this section if the estate includes bonds or ISAs with us. If it doesn’t, please goto section 2.  \nIf you don’t know and would like to check, please call us on 0800 068 2238* and select option 2. If there are any, you can choose to keep them open so they keep earning interest.  \nAlternatively, you can leave this section blank, and if we find any bonds and ISAs, we’ll automatically close them and add their balance to the settlement payment.  \nSection 1a– Keeping bonds and ISAs open  \nYou can ask us to keep bonds and ISAs open so they continue to earn interest. We’ll pay this annually following the instructions already on the account, or by cheque if that’s not possible.. When we close an account, we’ll add any final interest, then send you the balance. If it’s been more than 12 months since you completed this form, you’ll need to complete a new one to tell us where to send the money.  \n• Fixed-rate savings bonds-We can keep these open until the end of the fixed period  \n• Cash ISAs-We can keep these open for up to three years from the date the account holder passed away, while the estate is being settled. If the estate isn’t settled after three years, we’ll close the account  \nWhat would you like us todo with bonds and ISAs?  \nClose all bonds and ISAs-You don’t need to give us any account details. Please goto section 1b.  \nKeep all bonds and ISAs open-You don’t need to give us any account details. Please goto section 1b.  \nOnly keep some open, and close the rest-Please enter the details of the bonds and ISAs you’d like to keep open. If there are more than four, you can put the details on another sheet of paper and include it with your form.  \nSection 1b–Additional ISA allowance for a spouse or civil partner  \nWhen an ISA holder dies, their spouse or civil partner can claim an extra ISA allowance called an ‘Additional Permitted Subscription’(APS). It lets them pay extra money into their own ISA uptothe value ofthe ISAs in the estate, and it doesn’t count towards their annual ISA allowance. They don’t need to inherit the money to claim the extra allowance.  \nTo find out how to claimAPS, please visit [barclays.co.uk/using-APS](barclays.co.uk/using-APS)  \nSection 2– Payment details  \nPlease tell us where you’d like us ","cbCaiq9FIhDDf0Oe","https://ap.wps.com/l/cbCaiq9FIhDDf0Oe","pdf",129902,"English","# Account holder details\n# Who can sign the form\n# What you’re agreeing to\n# Section 1 - Bonds and ISAs\n## Section 1a - Keeping bonds and ISAs open\n## Section 1b - Additional ISA allowance for spouse or civil partner\n# Section 2 - Payment details\n## Section 2a - Payment details for GBP balances\n## Section 2b - Payment details for foreign currency balances\n# Section 3 - Agreement and signature","[{\"question\":\"Who is allowed to sign the settlement details form?\",\"answer\":\"You can sign if you’re legally responsible for handling the estate. Suitable roles include an executor, administrator, solicitor, or the legal next of kin.\"},{\"question\":\"What happens to debts and joint accounts after you provide instructions?\",\"answer\":\"Any debt with Barclays is repaid from the account before the remaining balance is sent. Your name is removed from joint current or savings accounts, and the accounts remain open under the other account holder’s name.\"},{\"question\":\"How should payment details be provided for sterling and foreign currency balances?\",\"answer\":\"For sterling balances, choose a UK bank account or an international account using the requested fields. For foreign currency balances, Barclays sends the balance separately and you can use the account details from Section 2a or enter details for an account with a different currency.\"}]","Settlement details form - form | PDF",1790270002]