Existing annual claims case: what to do when first notification of death received
When the Personal Representative (who may also be called an executor or administrator of the deceased`s estate) first notifies you of the death, take the following action:
Check the name and address of the claimant on the claims case record and amend it as required, and set the DECEASED indicator on the record (RM1532)
- Convert the case to a file case.
* * Follow the instructions at AP4344 onwards.
* * Prepare sub folder 133P(X) in every case to hold all relevant papers and control the action to be taken. * * issue a suitably worded letter enclosing where appropriate:
* * Form R40 (RM1560) for the period to date of death.
Form Trust Ref 2 can be completed to advise Trusts & Estates for information received regarding income within the administration period or trust details. This will only be needed in exceptional cases - TSEM7425, TSEM1420 & TSEM7366.