How to finalise a deceased estate

Losing a loved one is difficult and we are here to guide you through the process to finalise a Synergy account to make it as easy as possible.

Before we make any changes to the account, it is important for us to know if you are an authorised person on the account. If you are unsure, please contact Synergy on 13 13 53 between 7am until 7pm.  

Upon receiving notification of the passing of the account holder, we will respectfully close their account following the date of notification. Our priority is to handle the account with care, ensuring that no ongoing changes or consumption are attributed to the deceased’s account after the account has been closed.

There are two ways to finalise an account, so we’ve put together this information to help you through the steps. 

Option 1 – I am an authorised person on the account

If you are an authorised person on the account simply head to our Moving home form or log into My Account to close the account and then open a new account if required. Or, if preferred, you can speak to someone directly on 13 13 53 between 7am until 7pm.

You will require the following information to finalise the account:

  • Account number
  • Account holder name
  • Account holder date of birth 
  • Premise address  

Option 2 - I am not an authorised person on the account.

If you are not an authorised person on the account, don’t worry we may still be able to assist you with finalising the account - we just need some additional information from you.

We will require one of the below documents:
If the Public Trustee is handling the estate, they will contact us regarding the account. 
 
You will also require the following information to finalise the account:
  • Account number
  • Account holder name
  • Account holder date of birth 
  • Premise address  

To make it easier you can send your documentation to us at trustee@synergy.net.au including your contact details, Synergy account number and address.  If required we’ll contact you to finalise arrangements in respect of the account.  Once the documentation has been emailed and is received, Synergy will provide an automatic reference number via email. Important: please ensure you keep this reference number.

This request will be processed within 7 business days.  

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