Copies of these forms will be provided to you by the credit union.Ĭancel direct deposits: such as payroll deposit and social security payments. ** If the decedent did not reside in New Jersey, you must submit an Affidavit of Domicile. If you need assistance, please contact the state at 60. * If the decedent resided in the State of New Jersey at the time of his/her death, you must submit an L8 form as required by the New Jersey Division of Taxation. Only one Affidavit of Domicile is necessary and will be applied to all the individual's accounts at the credit union. If deceased member was not a resident of New Jersey at the time of their passing, we will need a completed Affidavit of Domicile. To determine whether an L8 or tax waiver is needed it is important to understand beneficiary class designations, which can be found here. If you do not qualify to use an L8 form, you will require a tax waiver. Name(s) of individual(s) who will be settling the account and copy(ies) of their driver’s license(s) or state-issued photo ID(s)Ī completed L8 form if deceased member was a resident of NJ at the time of their passing and you qualify to use the L8 form. The credit union will need the following information: The first step is to notify the credit union as soon as possible after the death of a loved one. An email is best however if you do not have an email, you can contact the credit union at the following address:
Please provide contact information to the credit union. If you were a joint owner, you must provide the credit union with a copy of the decedent’s death certificate. Accordingly, you must contact the Surrogate’s office in the county in which the decedent resided at the time of his/her death and be appointed the legal representative of the decedent and bring a Surrogate’s Certificate to the credit union otherwise the credit union cannot provide you with any information concerning the account. The credit union can only discuss a decedent’s account with the legal representative of the deceased member or the surviving joint owner(s) of the decedent’s account. All of us at Merck Employees FCU would like to reduce the burden of dealing with the deceased’s finances and to continue to provide you with the best possible member service.īelow we have outlined a few common questions and answers that will help you navigate through this difficult time. Losing a loved one is an extremely difficult time.
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