If the information...
On the deceased individual’s record pertains to or affects a living individual,
Only if the requester may be entitled to information about the affected living individual
and a State is not the source of the information.
EXAMPLE 1: X, a retirement beneficiary, dies, leaving no entitled survivors. The funeral home
provides a statement of death. ADAP is not involved. We may disclose the fact, date
of X's death, his benefit rate, his address, or any other non tax return information,
to any party.
EXAMPLE 2: The same facts as Example 1, except that X leaves a widow entitled on his record.
Do not disclose X's PIA or retirement benefit rate (except to the widow), since that
information would allow the requester to calculate the widow's benefit rate, thus
invading her privacy. If the two were living together at his death, do not disclose
his address to another party, since that information also pertains to the widow.
NOTE: The requester may provide consent from the living person to receive the deceased’s
information if that information is in the living person’s own record.