When a customer is reported deceased, do the following steps to the customer’s account:
- Change status to: BARRED.
- Change profile to: EPL_CANCEL.
- Add the following note: "Customer reported deceased. MM-DD-YY. Your Name."
- Cancel any holds.
- Mark any CKO items as LOST.
- Forgive any fees owing on the card. (If the fees are in excess of your threshold limit, forward the account to the appropriate staff with the correct approval authority.)
- Check to see if customer is a guarantor on other accounts.
If customer is a guarantor on a card:
- Follow the same steps as above except change the note to: “Guarantor reported deceased MM-DD-YYYY. Your Name.”