Navigating the Loss of a Loved One

When You’re Ready, We’re Here to Help.

Losing a loved one can be an emotionally challenging time for anyone. Our Member Bereavement Process is designed with empathy and efficiency in mind, and we’re here to partner with you as you navigate this aspect of your life.

Our Bereavement Specialist is available to guide you through the process of updating your loved one's financial information. Call 541.858.7228 or 833.602.0212 for more information. 

Financial Guidance for Survivors

If you’ve been asked to settle your loved one’s finances, we can help.

Your first step: Contact our Bereavement Specialist at 541.858.7228 or 833.602.0212. We’ll confirm your contact information and help you understand where to start.

Download our checklist to keep track of important documents and what to do next.

What to Expect

As you move through the process of settling your loved one’s finances, here’s what to expect:

Establish Authority
To begin the process, we’ll confirm that you’re authorized to take financial responsibility for your loved one’s accounts. We’ll need:

• An original or certified copy of the death certificate
• Depending on the accounts your loved one had with the credit union, you may need additional documents. Our Bereavement Specialist will help you identify the additional documentation needed, if any.

Gather Documents
After confirming your authority, we can prepare to settle your loved one’s accounts. Each state has different rules for what’s needed to do this. Start by gathering these documents:

• An affidavit prepared by a claimant and approved by the county clerk
• An original or certified copy of appointment papers, like estate documents or court orders from Probate Court
• An original or certified copy of the trust documentation

This step can be confusing, and you may want to contact an attorney or your county clerk for assistance. While we’re here to help, we can’t offer legal advice.

Settle Accounts
This final step will look different for everyone because it depends on your loved one’s unique financial situation. If additional documents or approvals are needed, we’ll reach out to you. In most cases, we’ll start by:

• Returning government deposits received after the date on the death certificate
• Stopping automatic bill payments and funds transfers

If you have any questions, reach out to our Bereavement Specialist at 541.858.7228 or 833.602.0212. We’re here to help. 

Frequently Asked Questions