When staff receives notification that a member has passed away, place a flag on the member’s account indicating who provided the notification and the member’s date of death (e.g., Notified by spouse, John Doe – DOD 1/1/1900).

1. Navigate to SharePoint → Documents → Forms, then open the Deceased Member Notification Form. 

2. Complete the form in full and select all applicable boxes related to the deceased member’s account(s), including joint owners, beneficiaries, loans, or IRAs.

• If the original death certificate is presented, make a copy. On the back of the copy, write: “Copy from original document,” Teller ID, and date.
• If the original death certificate is not presented, the account cannot be closed or ownership transferred until the original document is received..
• If the account has no joint owners or beneficiaries, the executor must provide Letters of Testamentary.

3. Once the form is completed, have a manager review it for accuracy and sign it.

4. Scan the completed Deceased Member Notification Form along with all other received documents and email them to yourself. 

5. Go to SharePoint → Tasks → New → New Tickets from Queue, and select Death Notice. Choose the appropriate option:

• Death Notice – With IRA, or
• Death Notice – Without IRA.

6. Complete all required fields in the task. Under Attachments, upload the scanned Deceased Member Notification Form and any supporting documents, then click Save to complete the task.

7. Create a miscellaneous cover sheet and scan Deceased Member Notification documents to Laserfiche.