First and foremost, we extend our sincerest condolences for your loss. We understand this is a difficult time for you and the employee’s loved ones and aim to make this process as smooth as possible.
The next step is to update the deceased employee’s status to “dismissed” in payroll.
Lastly, Guideline will need a copy of the employee’s death certificate and contact information for either the participant’s beneficiary and/or family member(s). If you do not have a copy of the participant’s death certificate, we will attempt to procure a copy from the participant's beneficiary. Any contact information for the participant’s family you may have will also be helpful. You can also share this help article on requesting a beneficiary claim.