How to proceed when a member is deceased? – HELPFUL VILLAGE

1. Find the Deceased Member

The first step is to search for and open the Deceased Member's profile.

2. Update the Member's Status

Go to the Member tab and change the member's status to Deceased.

Then:

Select Deceased as the Drop Reason.
Enter the member's Date of Death.

3. Update the Associated Member

If the deceased member was part of a Household Membership, you will also need to update the membership of their Associated Member (for example, a spouse or partner).

You can access the Associated Member directly from the deceased member's profile by clicking on their name under Associated Members.

4. Change the Associated Member's Status

On the Associated Member's profile:

Change the Status to Dropped.
For Drop Reason, select Deceased spouse/partner.
Change the Membership Type from Household to Individual.

5. Update the Expiration Date

Change the current Expiration Date to today's date and click SAVE.

Important: Before changing the membership type from Household to Individual, make a note of the member's current Expiration Date. You will need this date when creating the new Individual Membership.

6. Create the New Individual Membership

After saving the changes and switching the membership type to Individual, click Add Another Membership.

This will create a new membership.

The previous Household Membership will be recorded at the bottom of the profile under Previous Memberships.

Enter the membership information, including the previously recorded Expiration Date, and save the new membership.

Once the new membership has been successfully saved, a green dot will appear next to the Member tab.

7. Confirm the Previous Membership

The Associated Member's membership has now been successfully changed from Household to Individual, while the previous Household Membership remains recorded for historical purposes.

At the bottom of the Member tab, you will see the previously recorded Household Membership under Previous Memberships.

At this point:

The original member has been recorded as Deceased.
The Associated Member has been changed from Household to Individual.
The previous Household Membership remains documented in the member's profile.