Arrangements after a death

Notifying a financial institution of a death

Use the official channel and establish authority.

3 minutes to read Last checked: 21.10.2026
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Important to know

Tachles Israel is an independent information service, not a government authority. Check binding conditions, eligibility and deadlines with the official source.

Before you start

Notification neither distributes funds nor proves entitlement.

Who is this guide for?

Families contacting banks or financial institutions.

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Conditions and exceptions

Requirements vary; joint-account rules and beneficiary rights differ from inheritance.

Step by step

The checklist

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Your progress0 of 5 Steps
02

Notify and identify relationship

Give death date and ask required registration/authority documents.
What should you prepare?

Required death evidence.

Please note

Do not use the deceased’s password or card.

04

Check subsequent realisation

Ask post-order steps for obligations, ongoing payments and beneficiary funds.
What should you prepare?

Order/approval.

Please note

Digital delivery to certain institutions still requires a service request.

Official informationThis link opens an external website↗

Official sources

These links let you check with the responsible authority. The website's verification date does not guarantee that every detail has remained up to date since then.

Frequently asked questions

Does automatic delivery of an order distribute the funds?

No. Contact the institution, identify yourself and complete its service procedure.

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