If you have completed a search for unclaimed money and found money for a person who has died, you can make a claim for money that is legally yours.
When making a claim on money for a person who has died, you will need some legal documents that give permission to manage and distribute the property and money (known as a deceased estate).
To apply for a grant of probate or letters of administration, see the Supreme Court of NSW application fact sheets.
Here’s what you’ll need to do.
If you have questions about what you need to do to submit a claim for unclaimed money, contact us.
The executor(s) must complete the claim on behalf of the deceased estate. If there’s more than one executor, all must be included in the claim.
A person who died without a legally valid will is known as being intestate.
To claim money on behalf of someone who is intestate you need to confirm whether:
For more information about what to do when a person dies without a Will, please see the NSW Trustee and Guardian website.
Sometimes we ask for more information after we receive a claim. When we have received all the documents we need we will process your claim.
If your claim has been approved, we will send you a letter to confirm:
For security purposes the letter will only include the last 3 digits of the bank account number you provided for the payment of the claim.
If we do not receive all of the documents we need, it may take us longer to assess your claim. We will write to you to ask for more information if you have not provided everything needed to support your claim.
If your claim is not approved, we will send you a letter to let you know why.