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Discretionary commission form for a deceased account holder

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Bevreynard
Bevreynard Posts: 1 Newbie
Fifth Anniversary Combo Breaker
edited 26 February 2024 at 4:24PM in Reclaim car finance
If I use Martin Lewis's tool for writing an email complaint about discretionary commission, and it was in my spouse's name, who is deceased, do I put her name on the form, or mine and send a copy of her death certificate?

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  • dunstonh
    dunstonh Posts: 119,676 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    The executor of the estate retains the right to act on behalf of the estate.    So, they can put in a complaint.  If the lender has never previously been notified of the death, then expectation would be that the death certificate, Will and Probate (if obtained) would be needed to be supplied.  

    However, every firm will have its own requirements.  The above is the most common and the expected.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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