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Probate letter to pension provider

When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this letter can be used to obtain details of one or more pensions held within the same pension company. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Compatible region(s): England & Wales Northern Ireland

Probate letter to pension provider

When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this letter can be used to obtain details of one or more pensions held within the same pension company. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.

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Probate letter to pension provider (Guidance Notes)