If a family member requests access to the account: - ITS will request reasonable documentation to show the family member is indeed authorized to obtain access to the account. Example: photo ID along with copy of a check where person is a joint member of an account
- After verifying the identity of the family member, ITS would send a formal correspondence with the family member (can be an email) to obtain their agreement that:
- they will only use the account for the purposes of finalizing the deceased retiree's affairs
- they will not use the account to represent themselves as the deceased retiree
- they understand the account will remain open for only 10 days, at which time it will automatically be deleted without further notice
ITS can then share the password of the account with the family member, and set the account to automatically delete in X days.
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