Get Death Notification Form - Bankersonline.com

Filling out the Death Notification Form accurately is crucial for facilitating the handling of a deceased person's account. This guide provides structured and clear steps to ensure you complete the form correctly.

Follow the steps to successfully complete the Death Notification Form.

1. Click ‘Get Form’ button to obtain the document and open it for editing.
2. Fill in the name of the deceased in the designated field. Ensure the full legal name is entered exactly as it appears on official records.
3. Input the Social Security Number (SSN) of the deceased in the specified section. This information is vital for identification purposes.
4. Provide the deceased's address. Make sure to include all relevant details, such as the street address, city, state, and ZIP code.
5. Enter the date of birth of the deceased in the corresponding field. This information should be accurate and match official records.
6. Record the date of notification, which is the day you are filling out this form.
7. Fill in the date of death in the appropriate section. This is the date when the individual passed away.
8. Indicate the source of the notification and your relationship to the deceased. This can include your name, as well as whether you were a family member, friend, or other relation.
9. Choose whether funds are being released on the date of notification by marking 'Yes' or 'No' in the provided options.
10. If funds are being released, provide your address and phone number in the fields designated for the notifier.
11. Fill in the name of the person or department that received the notification, along with their phone number.
12. Select whether the deceased was a joint owner or sole owner of accounts in your selection options.
13. Indicate if a death certificate has been received, as this may be required for the disbursement of funds.
14. After completing the form, ensure all provided information is accurate. Once verified, it should be emailed to the internal 'Death Notification Group'.
15. You may wish to note any required actions in the checklist section, including whether the State Report Form has been completed and if any messages need to be placed on CIS.
16. Finally, save your changes, download a copy for your records, or print the form for submission.

Complete your documents online with confidence by following the steps outlined above.