To apply for an estate capital credit retirement, the following requirements must be met and documentation must be provided:
- The membership must be closed
- If the membership was joint, both members must be deceased
- A written request to claim capital credits must be submitted
- A copy of the death certificate must be provided
- Legal documentation showing beneficiary authority must be provided, such as documentation identifying an heir, trustee or executor
- A valid photo ID of the claimant must be provided
- A current phone number for the claimant must be included