その他主要行 の相続手続き一覧

{
  "bank_code": "0397",
  "official_name": "ＳＢＩ新生銀行",
  "short_name": "ＳＢＩ新生銀行",
  "slug": "sbi-bank",
  "type": "city_net",
  "type_label": "都市・ネット銀行",
  "subtype": "other_major",
  "prefecture": "不明",
  "region10": "national",
  "region_scope": "national",
  "presence_check": {
    "available": null,
    "channels": [],
    "need_branch": null,
    "form_url": null,
    "required_info": [],
    "notes": null
  },
  "rules": {
    "presence": {
      "by_applicant": {}
    },
    "balance_cert": {
      "by_applicant": {}
    },
    "txn_history": {
      "by_applicant": {}
    },
    "notes": null
  },
  "poa": {
    "required": null,
    "self_written": null,
    "seal_type": null,
    "seal_certificate": {
      "required": null,
      "valid_days": null
    },
    "agent_eligibility": null,
    "correction_rules": null,
    "form_url": null,
    "compliance_notes": null
  },
  "docs": {
    "self": [],
    "agent": [],
    "copy_allowed": null,
    "original_return": null,
    "format_notes": null,
    "counts": {}
  },
  "submission": {
    "channels": [],
    "postal_address": null,
    "branch_rules": null,
    "web_url": null,
    "agent_submit_allowed": null
  },
  "fees": {
    "presence_check": {
      "amount": null,
      "payment_method": null
    },
    "balance_cert": {
      "amount": null,
      "payment_method": null
    },
    "txn_history": {
      "amount": null,
      "payment_method": null
    },
    "postage_rules": null,
    "refund_policy": null
  },
  "sla": {
    "standard_days": null,
    "deadline_notes": null,
    "peak_season_notes": null
  },
  "result": {
    "delivery": null,
    "channels": []
  },
  "deficiency": {
    "notice_channels": [],
    "resubmit_deadline_days": null,
    "additional_fees": null,
    "top_reasons": []
  },
  "combo": {
    "presence_plus_balance": null,
    "presence_plus_txn": null,
    "conditions": null
  },
  "exceptions": {
    "branch_discretion": null,
    "name_change": null,
    "address_history": null,
    "no_account_num_limit": null
  },
  "sources": {
    "web_pages": [
      "https://www.sbishinseibank.co.jp/"
    ],
    "branch_call_notes": null,
    "last_reviewed_at": null,
    "monitoring": {
      "diff_targets": []
    }
  },
  "quality": {
    "verified_level": "none",
    "reviewer": null,
    "reviewed_at": null
  },
  "actions": {
    "death_notification": {
      "description": "死亡の連絡・口座凍結の依頼（最初に行う手続き）",
      "available": true,
      "channels": [
        "mail",
        "phone"
      ],
      "web_url": null,
      "phone_info": {
        "number": null,
        "hours": "平日9時から17時まで",
        "excluded_days": null
      },
      "postal_address": "〒104-8283SBI新生銀行 相続担当 行",
      "applicant": {
        "heir": true,
        "agent": true,
        "notes": null
      },
      "fees": {
        "amount": null,
        "unit": null,
        "payment_methods": null,
        "notes": null
      },
      "processing_days": "2週間程",
      "docs": [
        "残高証明書発行依頼書（被相続人口座用）",
        "名義書換・解約請求書（相続用）",
        "相続人代表選任届（兼相続同意書）",
        "届出事項変更届（相続用）",
        "被相続人さまの出生から死亡までの戸籍謄本または法定相続情報一覧図",
        "印鑑登録証明書（発行後6ヵ月以内）",
        "相続人さまの戸籍謄本",
        "遺言書（自筆証書遺言および検認済証明書、検認調書謄本、遺言書情報証明書、公正証書遺言書の正本または謄本）",
        "被相続人さまの死亡が確認できる戸籍謄本",
        "サイン証明書・在留証明書"
      ],
      "required_info": [
        "被相続人さま（亡くなられた方）のお名前",
        "生年月日",
        "口座番号",
        "ご登録住所",
        "ご依頼人名",
        "被相続人さまとのご関係",
        "連絡先電話番号",
        "相続手続き書類送付先",
        "ご逝去日",
        "遺言書の有無"
      ],
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": true,
          "valid_months": 6,
          "notes": "海外在住の相続人さまの場合は、現地大使館・領事館においてサイン証明書・在留証明書をお取り寄せください。"
        }
      },
      "notes": "相続の連絡と同時に、お亡くなりになられたお客さま（被相続人さま）の口座には、取引制限をかけさせていただきます。",
      "reference_url": "https://www.sbishinseibank.co.jp/procedure/procedure_08.html"
    },
    "account_existence_inquiry": {
      "description": "残高調査・現存調査（口座の有無を確認する手続き）",
      "available": true,
      "channels": [
        "mail",
        "branch",
        "phone"
      ],
      "web_url": null,
      "phone_info": {
        "number": null,
        "hours": null,
        "excluded_days": null
      },
      "postal_address": "〒104-8283 SBI新生銀行 相続担当 行",
      "applicant": {
        "heir": true,
        "agent": true,
        "notes": null
      },
      "fees": {
        "amount": 5060,
        "unit": "per_request",
        "payment_methods": [
          "cash",
          "deduction"
        ],
        "notes": "インボイス（消費税の証明）の発行をご希望される方はお支払い時にお申出ください。依頼書の記載の不備や誤って記入された場合につきましても、手数料等を返却することはできません。"
      },
      "processing_days": "1ヵ月程度",
      "docs": [
        "相続時口座照会申込書",
        "被相続人が亡くなられた事実が確認できる書類（認証文付き法定相続情報一覧図の写し、住民票の除票の写し、戸籍の附票の除票の写し、戸籍謄本）",
        "お申し込みをされる方が相続人（包括受遺者を含む）、遺言執行者等であることがわかる書類（認証文付き法定相続情報一覧図の写し、戸籍謄本、遺言書）",
        "本人確認書類（顔写真付き本人確認書類1点、または顔写真なし本人確認書類2点、または顔写真なし確認書類1点＋住民票の写し等1点）",
        "当行口座の届出印"
      ],
      "required_info": [
        "被相続人の氏名",
        "生年月日",
        "住所"
      ],
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": true,
          "format": null,
          "seal_type": null,
          "agent_eligibility": [
            "lawyer_only"
          ],
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": true,
          "valid_months": 6,
          "notes": null
        }
      },
      "notes": "預金保険機構の委託先金融機関において、預金付番済の口座（被相続人の個人番号が登録されている口座）に限ります。被相続人が亡くなられた後10年までの照会を対象とします。被相続人が海外転出者の方（被相続人が海外に転出し住民票のない方）は対象外となります。お申し込み受付後の取り消し・訂正・変更等はできません。",
      "reference_url": "https://www.sbishinseibank.co.jp/procedure/account_inquiries.html?intcid=proc_txt_20"
    },
    "balance_certificate_issuance": {
      "description": "残高証明書の発行手続き",
      "available": true,
      "channels": [
        "mail",
        "web",
        "phone"
      ],
      "web_url": "https://www.sbishinseibank.co.jp/contact/?intcid=faq/#sonotachat",
      "phone_info": {
        "number": null,
        "hours": null,
        "excluded_days": null
      },
      "postal_address": "〒104-8283SBI新生銀行 相続担当 行",
      "applicant": {
        "heir": true,
        "agent": true,
        "notes": null
      },
      "fees": {
        "amount": 0,
        "unit": null,
        "payment_methods": [
          "none"
        ],
        "notes": null
      },
      "processing_days": null,
      "docs": [
        "残高証明書発行依頼書（被相続人口座用）",
        "被相続人さまの死亡が確認できる戸籍謄本または法定相続情報一覧図",
        "残高証明書を請求される方が相続人であることが分かる戸籍謄本",
        "残高証明書を請求される方の印鑑登録証明書（発行後6ヵ月以内）",
        "遺言書（自筆証書遺言および検認済証明書、検認調書謄本、遺言書情報証明書、公正証書遺言書の正本または謄本）"
      ],
      "required_info": null,
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": true,
          "valid_months": 6,
          "notes": null
        }
      },
      "notes": "残高証明書発行依頼書が到着次第、同封の公的書類（戸籍謄本および印鑑証明書）は、原本を確認のうえ当方でコピーをとり、速やかに簡易書留にて差出人さま宛に返却させていただきます。残高証明書は、上記公的書類とは別便で普通郵便にて送付させていただきます。",
      "reference_url": "https://www.sbishinseibank.co.jp/procedure/procedure_08.html"
    },
    "transaction_history_issuance": {
      "description": "取引推移表・取引明細の発行手続き",
      "available": true,
      "channels": [
        "phone",
        "chat",
        "web"
      ],
      "web_url": "https://www.sbishinseibank.co.jp/contact/service_list/",
      "phone_info": {
        "number": null,
        "hours": "平日：9:00～17:00",
        "excluded_days": null
      },
      "postal_address": null,
      "applicant": {
        "heir": null,
        "agent": null,
        "notes": null
      },
      "fees": {
        "amount": null,
        "unit": null,
        "payment_methods": null,
        "notes": null
      },
      "processing_days": null,
      "docs": null,
      "required_info": null,
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": null,
          "valid_months": null,
          "notes": null
        }
      },
      "notes": "お取引レポートの再発行・言語変更は可能です。",
      "reference_url": "https://www.sbishinseibank.co.jp/contact/service_list/"
    }
  },
  "meta": {
    "sources": [
      "https://www.sbishinseibank.co.jp/retail/succession/",
      "https://www.sbishinseibank.co.jp/retail/succession/simulation/",
      "https://www.sbishinseibank.co.jp/procedure/procedure_08.html",
      "https://www.sbishinseibank.co.jp/procedure/account_inquiries.html?intcid=proc_txt_20",
      "https://www.sbishinseibank.co.jp/retail/housing/column/vol67.html",
      "https://www.sbishinseibank.co.jp/contact/?intcid=faq/#sonotachat",
      "https://www.sbishinseibank.co.jp/retail/housing/?intcid=hou1_snavi_44#hl_faq",
      "https://www.sbishinseibank.co.jp/contact/service_list/",
      "https://www.sbishinseibank.co.jp/retail/yen/sbihyper/?intcid=medi_snavi_35#hyper_faq",
      "https://www.sbishinseibank.co.jp/retail/yen/sbihyper/?intcid=rela_serv_rela_73#hyper_faq",
      "https://www.sbishinseibank.co.jp/tempo/branch_reserve.html#faq",
      "https://www.sbishinseibank.co.jp/lp/b60/?intcid=b60_serv_mega_15#faq",
      "https://www.sbishinseibank.co.jp/lp/b60/?intcid=serv_rela_txt_69#faq",
      "https://www.sbishinseibank.co.jp/institutional/products/scn/scn_faq.html",
      "https://www.sbishinseibank.co.jp/retail/mediation/sbi/#faq_anchor",
      "https://www.sbishinseibank.co.jp/retail/shintaku/powertrust_neo/?intcid=shin_txt01#faq",
      "https://www.sbishinseibank.co.jp/retail/shintaku/powertrust_neo/?intcid=shin_key_04#faq",
      "https://www.sbishinseibank.co.jp/lp/u28/?intcid=kyufuri_btn_03#faq--area",
      "https://www.sbishinseibank.co.jp/lp/u28/?intcid=serv_rela_txt_68#faq--area",
      "https://www.sbishinseibank.co.jp/lp/u28/?intcid=serv_rela_txt_71#faq--area"
    ],
    "extracted_at": "2025-12-19",
    "source_updated_at": "2025-11-23",
    "notes": null
  }
}

{
  "bank_code": "0398",
  "official_name": "あおぞら銀行",
  "short_name": "あおぞら銀行",
  "slug": "aozora-bank",
  "type": "city_net",
  "type_label": "都市・ネット銀行",
  "subtype": "other_major",
  "prefecture": "不明",
  "region10": "national",
  "region_scope": "national",
  "presence_check": {
    "available": null,
    "channels": [],
    "need_branch": null,
    "form_url": null,
    "required_info": [],
    "notes": null
  },
  "rules": {
    "presence": {
      "by_applicant": {}
    },
    "balance_cert": {
      "by_applicant": {}
    },
    "txn_history": {
      "by_applicant": {}
    },
    "notes": null
  },
  "poa": {
    "required": null,
    "self_written": null,
    "seal_type": null,
    "seal_certificate": {
      "required": null,
      "valid_days": null
    },
    "agent_eligibility": null,
    "correction_rules": null,
    "form_url": null,
    "compliance_notes": null
  },
  "docs": {
    "self": [],
    "agent": [],
    "copy_allowed": null,
    "original_return": null,
    "format_notes": null,
    "counts": {}
  },
  "submission": {
    "channels": [],
    "postal_address": null,
    "branch_rules": null,
    "web_url": null,
    "agent_submit_allowed": null
  },
  "fees": {
    "presence_check": {
      "amount": null,
      "payment_method": null
    },
    "balance_cert": {
      "amount": null,
      "payment_method": null
    },
    "txn_history": {
      "amount": null,
      "payment_method": null
    },
    "postage_rules": null,
    "refund_policy": null
  },
  "sla": {
    "standard_days": null,
    "deadline_notes": null,
    "peak_season_notes": null
  },
  "result": {
    "delivery": null,
    "channels": []
  },
  "deficiency": {
    "notice_channels": [],
    "resubmit_deadline_days": null,
    "additional_fees": null,
    "top_reasons": []
  },
  "combo": {
    "presence_plus_balance": null,
    "presence_plus_txn": null,
    "conditions": null
  },
  "exceptions": {
    "branch_discretion": null,
    "name_change": null,
    "address_history": null,
    "no_account_num_limit": null
  },
  "sources": {
    "web_pages": [
      "https://www.aozorabank.co.jp/"
    ],
    "branch_call_notes": null,
    "last_reviewed_at": null,
    "monitoring": {
      "diff_targets": []
    }
  },
  "quality": {
    "verified_level": "none",
    "reviewer": null,
    "reviewed_at": null
  },
  "actions": {
    "death_notification": {
      "description": "死亡の連絡・口座凍結の依頼（最初に行う手続き）",
      "available": true,
      "channels": [
        "phone"
      ],
      "web_url": null,
      "phone_info": {
        "number": "0120-250-399",
        "hours": "平日 9:00~19:00土/日/祝日 9:00~17:00",
        "excluded_days": "12/31〜1/3を除く"
      },
      "postal_address": null,
      "applicant": {
        "heir": true,
        "agent": null,
        "notes": null
      },
      "fees": {
        "amount": null,
        "unit": null,
        "payment_methods": null,
        "notes": null
      },
      "processing_days": null,
      "docs": null,
      "required_info": [
        "被相続人（お亡くなりになった方）のお名前",
        "お客さま番号または口座番号",
        "お亡くなりになった日",
        "お届け出人のお名前",
        "ご連絡先",
        "被相続人とのご関係",
        "法定相続人の状況（人数・被相続人とのご関係、未成年者・海外居住者の有無 等）",
        "手続方法（解約支払・名義変更）",
        "遺言書の有無"
      ],
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": null,
          "valid_months": null,
          "notes": null
        }
      },
      "notes": "円定期預金（円仕組預金を除く）については、解約支払のみのお取扱いとなります。",
      "reference_url": "https://www.aozorabank.co.jp/bank/products/fp/inheritance/"
    },
    "account_existence_inquiry": {
      "description": "残高調査・現存調査（口座の有無を確認する手続き）",
      "available": null,
      "channels": null,
      "web_url": null,
      "phone_info": {
        "number": null,
        "hours": null,
        "excluded_days": null
      },
      "postal_address": null,
      "applicant": {
        "heir": null,
        "agent": null,
        "notes": null
      },
      "fees": {
        "amount": null,
        "unit": null,
        "payment_methods": null,
        "notes": null
      },
      "processing_days": null,
      "docs": null,
      "required_info": null,
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": null,
          "valid_months": null,
          "notes": null
        }
      },
      "notes": null,
      "reference_url": null
    },
    "balance_certificate_issuance": {
      "description": "残高証明書の発行手続き",
      "available": true,
      "channels": [
        "phone",
        "mail",
        "branch",
        "web"
      ],
      "web_url": "https://www.aozorabank.co.jp/bank/products/ib/service/change/",
      "phone_info": {
        "number": "0120-250-399",
        "hours": "平日 9:00~19:00土/日/祝日 9:00~17:00",
        "excluded_days": "12/31〜1/3を除く"
      },
      "postal_address": null,
      "applicant": {
        "heir": true,
        "agent": true,
        "notes": "法定相続人または遺産整理受任者等の相続関係者からの発行ご依頼に限り承ります。"
      },
      "fees": {
        "amount": 1100,
        "unit": "per_request",
        "payment_methods": [
          "deduction"
        ],
        "notes": "経過利息 無料"
      },
      "processing_days": null,
      "docs": [
        "被相続人（お亡くなりになった方）の出生から亡くなられるまでの連続した戸籍謄本・除籍謄本",
        "相続人の戸籍謄本",
        "相続人の印鑑証明書",
        "被相続人名義の通帳・証書・キャッシュカード",
        "法定相続情報一覧図の写し (法務局の発行する認証文付きの書類原本)"
      ],
      "required_info": null,
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": true,
          "valid_months": 3,
          "notes": "海外に居住されている場合は、印鑑証明書に代って大使館・領事館や海外の公証人役場等で発行する「サイン証明書」「在留証明書」が必要になります。"
        }
      },
      "notes": "発行を希望される場合は、お申し出に基づき当行所定の書面をお渡しします。ご署名・ご捺印（実印）の上、戸籍謄本・印鑑証明書等と合わせてご提出いただきます。「被相続人の死亡年月日」や「相続人であること」が確認できるものとして、「法定相続情報一覧図の写し」（法務局の発行する認証文付きの書類原本）をご提出いただく場合、戸籍謄本の当行あてのご提出は原則不要です。",
      "reference_url": "https://www.aozorabank.co.jp/bank/products/fp/inheritance/"
    },
    "transaction_history_issuance": {
      "description": "取引推移表・取引明細の発行手続き",
      "available": true,
      "channels": [
        "phone",
        "mail",
        "branch",
        "web"
      ],
      "web_url": "https://www.aozorabank.co.jp/bank/products/ib/service/change/",
      "phone_info": {
        "number": "0120-250-399",
        "hours": "平日 9:00~19:00土/日/祝日 9:00~17:00",
        "excluded_days": "12/31〜1/3を除く"
      },
      "postal_address": null,
      "applicant": {
        "heir": true,
        "agent": true,
        "notes": "法定相続人または遺産整理受任者等の相続関係者からの発行ご依頼に限り承ります。"
      },
      "fees": {
        "amount": 2200,
        "unit": "per_account",
        "payment_methods": [
          "deduction"
        ],
        "notes": null
      },
      "processing_days": null,
      "docs": [
        "被相続人（お亡くなりになった方）の出生から亡くなられるまでの連続した戸籍謄本・除籍謄本",
        "相続人の戸籍謄本",
        "相続人の印鑑証明書",
        "被相続人名義の通帳・証書・キャッシュカード",
        "法定相続情報一覧図の写し (法務局の発行する認証文付きの書類原本)"
      ],
      "required_info": null,
      "requirements": {
        "poa": {
          "description": "委任状（代理人が手続きする場合）",
          "required": null,
          "format": null,
          "seal_type": null,
          "agent_eligibility": null,
          "notes": null
        },
        "seal_cert": {
          "description": "印鑑証明書",
          "required": true,
          "valid_months": 3,
          "notes": "海外に居住されている場合は、印鑑証明書に代って大使館・領事館や海外の公証人役場等で発行する「サイン証明書」「在留証明書」が必要になります。"
        }
      },
      "notes": "発行を希望される場合は、お申し出に基づき当行所定の書面をお渡しします。ご署名・ご捺印（実印）の上、戸籍謄本・印鑑証明書等と合わせてご提出いただきます。「被相続人の死亡年月日」や「相続人であること」が確認できるものとして、「法定相続情報一覧図の写し」（法務局の発行する認証文付きの書類原本）をご提出いただく場合、戸籍謄本の当行あてのご提出は原則不要です。",
      "reference_url": "https://www.aozorabank.co.jp/bank/products/fp/inheritance/"
    }
  },
  "meta": {
    "sources": [
      "https://www.aozorabank.co.jp/bank/products/fp/inheritance/",
      "https://www.aozorabank.co.jp/bank/products/souzoku/isan/",
      "https://www.aozorabank.co.jp/bank/products/souzoku/yuigon/",
      "https://www.aozorabank.co.jp/bank/products/souzoku/",
      "https://www.aozorabank.co.jp/hojin/business_support/succession/",
      "https://www.aozorabank.co.jp/hojin/solution/ib/faq/",
      "https://www.aozorabank.co.jp/faq/",
      "https://www.aozorabank.co.jp/info_article/bank/-faq-ai.html",
      "https://www.aozorabank.co.jp/info_article/kojin/-faq-ai.html",
      "https://www.aozorabank.co.jp/bank/product/firstsetting/faq/",
      "https://www.aozorabank.co.jp/bank/story/finance/post-28.html",
      "https://www.aozorabank.co.jp/bank/products/consulting/zaisansyokei/",
      "https://www.aozorabank.co.jp/bank/story/finance/post-45.html",
      "https://www.aozorabank.co.jp/bank/products/fp/",
      "https://www.aozorabank.co.jp/bank/products/lp/bankthepartner/",
      "https://www.aozorabank.co.jp/bank/products/ib/service/",
      "https://www.aozorabank.co.jp/bank/products/ib/service/change/",
      "https://www.aozorabank.co.jp/bank/fee/",
      "https://www.aozorabank.co.jp/bank/products/ib/service/toushin/",
      "https://www.aozorabank.co.jp/bank/story/finance/post-48.html"
    ],
    "extracted_at": "2025-12-19",
    "source_updated_at": "2025-03-17",
    "notes": null
  }
}