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33 Plaza La Prensa, Santa Fe, New Mexico 87507 ×505× 4769300 voice (505× 4769401 fax (800× 3423422 Toll-free www.nmpera.org REQUEST FOR DECEASED MEMBER REFUND×ROLLOVER FORM Instructions: Please

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How to fill out request for deceased member

How to fill out a request for a deceased member:

01

Gather necessary information: Before filling out the request form, make sure you have all the required details about the deceased member. This may include their full name, date of birth, date of death, membership ID, and any other relevant information.

02

Download the request form: Visit the official website of the organization or institution that requires the request. Look for the specific form related to the deceased member. Most organizations provide downloadable forms on their websites.

03

Fill in the personal information: Start by completing the personal information section of the form. This typically includes your own name, contact information, and relationship to the deceased member (e.g., spouse, child, executor).

04

Provide details about the deceased member: In the designated sections, provide accurate information about the deceased member, such as their full name, date of birth, and date of death. Include any additional details that may be requested, such as their social security number or membership identification.

05

State the purpose of the request: Clearly state the purpose of your request. This could be to obtain a death certificate, cancel a membership, transfer ownership of assets, or any other relevant reason. Be specific and concise in explaining why you require the information or services related to the deceased member.

06

Attach supporting documents: As instructed on the form, make sure to attach any required supporting documents. These may include a copy of the death certificate, legal documents proving your relationship to the deceased member, or any other documentation requested to process the request.

Who needs a request for deceased member?

01

Family members: Immediate family members, such as spouses, children, or parents, may need a request for a deceased member to handle various legal matters or financial affairs related to the deceased.

02

Executors of the estate: If an executor has been appointed to manage the deceased member's estate, they may need to submit a request in order to access funds, settle debts, or distribute assets.

03

Organizations or institutions: Certain organizations or institutions that the deceased member was affiliated with, such as insurance companies, banks, or pension funds, may require a request to process any claims, cancel memberships, or update beneficiary details.

Note: The specific individuals or entities that require a request for a deceased member may vary depending on the circumstances and the policies of the relevant organizations. It is advisable to contact each organization directly to determine their specific requirements.

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