Deceased-account balance statement
The bank can issue a statement to certify the ownership and balance on the date of death of the products held by a deceased customer.
This statement will be needed in order to settle any inheritance and gift tax in Spain, so charging a fee for issuing it would be considered contrary to best banking and financial practices.
Moreover, the bank’s issuing this certificate should not be conditional upon its executing the will. This is an independent service which the customer may or may not be interested in paying for.
Find out more in our 2020 Complaints Report (in Spanish)Abre en ventana nueva