What is the correct format for a deceased member flag?

The correct format for placing a flag for a deceased member is as follows- 

Member name deceased on date of death, who notified us on and the date the notified us

EX: John deceased 4.21.21, Notified by Jane on 4.30.21

You will then add another flag when you receive the death certificate. 

EX: Death Certificate received 5.2.21 

Both flags should be bold and priority of 254

You must flag the account and fill out the death notice at the first notification even if a death certificate was not given at the time of notification. We must have the death certificate to change authority, remove the member or disburse and funds. 

Was this article helpful?

/

Can’t find what you’re looking for?

Our team awaits your every question.

Contact Us