The first step is to notify the credit union as soon as possible following the death of a loved one. You will need to provide the following information:

• Full name of the deceased

• Date of death

• Copy of death certificate

• Full name of the deceased

• Name(s) of the individual(s) responsible for settling the account, along with a copy of their driver’s license(s) or state-issued ID(s)

• A completed L8 form, if the deceased was a resident of New Jersey at the time of death and you qualify to use this form. If you do not qualify, a tax waiver will be required and a hold may be applied on the date of death balances.

• If the deceased was not a resident of New Jersey at the time of their passing, you will need to submit an Affidavit of Domicile.

Note: If the deceased resided in New Jersey at the time of death, you must submit an L8 form as mandated by the New Jersey Division of Taxation. For assistance, please contact the state at 609-292-5033.

Note: If the decedent did not reside in New Jersey, an Affidavit of Domicile must be submitted. The credit union will provide these forms.