Flag Account of Deceased Member

These steps explain how to record a member's date of death.  

• These steps can be helpful if the membership will remain open for a time while the member's estate is settled.

• Remember that entering a date here affects this membership account only. Be sure to check for other memberships with the same SSN/TIN.

• If your credit union is configured to automatically freeze accounts of deceased members,  the system will automatically place a freeze on all accounts under this membership and a comment will appear in the member comment window.

• If your credit union is NOT configured to automatically freeze accounts of deceased members, a pop-up window will appear to allow you to choose whether or not to place a freeze on the member's accounts.

1. Launch Tool #15 Update Membership Information.

2. Enter the member's account number on the Membership Maintenance pop-up.

3. Click the forward arrow.

4. Enter the member's date of death on the Update Membership screen.

5. Click the forward arrow.