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DEALING WITH BEREAVEMENT

 * Overview
 * Help and support
 * FAQs
 * Glossary

The death of someone close is always a difficult time. When you’re experiencing
grief, dealing with practical matters and making important financial decisions
it can seem overwhelming. We are here to support you through those steps and
decisions. Our specialist team are just a phone call away.


YOUR STEP BY STEP GUIDE

There are a handful of things that need to be done as soon as possible after
someone has died. By the time you contact us, you may have done some of them
already. If not, you will find below guidance on the steps that need to be
taken, starting by formally registering the death.

Step 1 Registering the death

When someone passes away the death must be registered

Step 2 Notifying us

Once you have registered the death you should notify Bank

Step 3 Obtaining the will

You will need to know the signed and witnessed version of the will

Step 4 Arranging the funeral

We can release funds from the estate to pay for the funeral expenses

Step 5 Letting organisations know

There are a number of organisations you'll need to inform

Step 6 Dealing with the estate

Dealing with the estate can be complex depending on each case


LETTING US KNOW

Call us

+1 (352) 282-0094*

Notify online

You can inform us of a bereavement online

Notify now

**Everyone's circumstances are different and what applies to one person may not
be right for someone else. The suggestions above are based on a general
assumption of each circumstance and they are not intended to provide advice or
recommendation.

General enquiries

+1 (352) 282-0094

Find your nearest branch

Find branch

Write to us

You can send documents to:

315 San Antonio Ave, Many, LA 71449


   BEREAVEMENT GUIDE

 * Download now

** Lines are open 8:30am to 6pm, Monday to Friday and Saturdays 9am to 2pm
(excluding public holidays).


OUR TOP 5 FAQS

 * What documentation do you need in order to close the accounts?
 * How long will it take to release the balance?
 * Can I pay the funeral bill from the deceased’s account?
 * I am a Personal Representative, what proof of identity and address do you
   need from me?
 * Will credits still be accepted into a sole account?


IMPORTANT DOCUMENTS

 * Bereavement Support Guide
 * Personal Representative's Closure Form


FURTHER HELP

 * What happens when we are notified of the death of a Customer?
 * Further support

CONNECT WITH US

Listening to what you have to say about our services matters to us.

HELP & SUPPORT

Got a question? We are here to help you

FIND A BRANCH

Find your nearest Metro Classic Banking location

OUR PERFORMANCE

View our service dashboard to see how we're doing

ABOUT METRO CLASSIC

Careers, media, investor and corporate information

This Credit Union is federally insured by the National Credit Union
Administration. We do business in accordance with the Fair Housing Law and Equal
opportunity Credit Act.


315 San Antonio Ave, Many, LA 71449

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