Documentation for Death Claims

Previous articles in OGSLP's Online News have highlighted provisions found in the November 1, 2007 Final Rules that are approved for early implementation. The last provision we’re highlighting relates to documentation procedures for death claims.

The new provision allows the use of an accurate and complete photocopy of the original or certified copy of the borrower's death certificate when granting loan discharge based on a borrower's death (or a student's death and death certificate, in the case of a PLUS loan). This provision is effective July 1, 2008 unless implemented earlier by the lender on or after November 1, 2007.

Acceptable documentation for filing death claims:

• Original death certificate
• Certified copy of the death certificate
• An accurate and complete photocopy of the original or certified copy of the death certificate

Items that are still not acceptable for filing death claims:

• Documentation from the National Student Loan Data System (NSLDS), Social Security Administration's (SSA) master file, or court records
• Facsimile version of the death certificate
• Electronic version of the death certificate
• Copy of the death certificate that appears to have been altered

If you have questions or need more information, please contact Policy, Compliance, and Training at 405.234.4432 or pct@ogslp.org.