Bereavement Upskill

What is Probate also known as in Scotland?

• Confirmation

• Computation

• Affirmation

• Consultation

True or false: it's not necessary to pass DPA on a Bereavement call.

• True

• False

True or false: in the Bereavement Team we deal with bereaved FIT / SEG accounts as well.

• True

• False

The correct way to update the name to "The Executors of" in KAE is:

• Title: Blank

  First name: The Executors

  Last Name: Of Mark Jones,

• Title: Blank

  First name: The Executors of Mark Jones

  Last Name: ,

• Title: Blank

  First name: The Executors of Mark

  Last Name: Jones,

True or false: we should always remove all telephone numbers from the account when updating the name to "The Executors Of".

• True

• False

Why do we raise a closed refund case on the account when updating the name to "The Executors of"?

• So that the system can automatically process a cheque refund correctly.

• So that we don't forget to send a cheque refund to the customer ourselves.

• So that the Payments Team can easily see who to issue the cheque refund to once the account has been closed.

True or false: when we send a letter or an email to a customer that informs us that the property has been sold or vacated, we only need to worry about updating the customer's details on the template, the content doesn't require any adjustments.

• True

• False

True or false: if the surviving partner is not already named on the account, we don't need to COT them in, we can add their name to the account and unlink the deceased.

• True

• False

True or false: on a spousal transfer you need to leave the same BIR memo you would leave on any other type of bereavement interaction.

• True

• False

For a bereaved account where the property is owned and a family member still lives in it, the correct date to process a COT IN in Salesforce is:

• Date of death

• Date of death + 1

• Date of death + 2