SA.2 - bank account exact balances

[The Ghoul]

I have a fundamental question about the SA.2 - when entering the balance for the deceased's bank account a) does it have to be exact b) is it from the date of death or the date of submitting the SA.2. If there is a small discrepancy, between what is entered on SA.2 and what is actually in the account, what happens, does it cause significant delays later.

I am trying to get statements from banks but have been told that they won't do so until there is a a grant of representation. But to get a grant of representation, I need the balances for the SA.2? I do have a very good idea of the balances from old statements etc.

The guidance for the SA.2 does talk about needing to correct material errors but I'm not sure if a small discrepancy in a bank account balance would constitute a material error?

 

[Zobeda]

The bank must provide the executor or their representative with account balances(s) in advance of the SA.2 being submitted.

The balance(s) should be at date of death.

Are you dealing with a branch or the dept that deals with deceased accounts. If the former you need to contact the latter it seems.