If our member passes away and a beneficiary notifies us, what documents do we need from the beneficiary to start the death claim?

We will need an original death certificate and a copy of the beneficiary’s valid ID.  

If the beneficiary resides outside the state of Oregon, they will need to mail us the original death certificate along with a copy of their valid ID.  The original death certificate will be returned to the beneficiary via mail once a certified copy has been made by the credit union staff.

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