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Maintain Deceased Information

Use the Deceased tab in the Debtor Details dialog box to maintain information regarding a debtor's death. If your agency installed an import interface, you can use it to load information directly into this dialog box.

Note: If the account has deceased information, the red Restriction flag appears on the Work Form.

To maintain deceased information

  1. With an account displayed in the Work Form, in the Debtor section, click More Info. The Debtor Details dialog box appears.

  2. Click the Deceased tab.

Debtor Details dialog box - Deceased tab - General tab

State: State where the debtor's death occurred.

Postal Code: Postal code (for example, ZIP Code) where the debtor's death occurred.

Date of Birth: Debtor's date of birth.

Date of death: Debtor's date of death.

Claim Deadline: Deadline for filing a claim against the debtor's estate.

Date Filed: Date you field the claim against the debtor's estate.

Case Number: Claim case number.

Name: Name of the executor of the debtor's estate.

Address: Address of the executor of the debtor's estate.

Phone: Phone number of the executor of the debtor's estate.

Fax: Fax number of the executor of the debtor's estate.

  1. Complete the information and then click the Court tab.

Debtor Details dialog box - Deceased tab - Court tab

District: Court district handling the debtor's estate.

Division: Court division handling the debtor's estate.

Address: Address of the court handling the debtor's estate.

Phone: Phone number of the court handling the debtor's estate.

  1. Complete the information and then click OK.

Related Topics

Debtor Details