“When a person or business wishes to make a claim on the funds of a deceased individual, they must complete and mail a form detailing the services that were provided or their relationship to the individual. The form must be notarized, and the claimant must also submit documentation verifying their relationship to the deceased individual. The documentation could include an itemized statement of charges, a copy of the will, a copy of the claimant’s driver’s license, or a copy of the marriage certificate if the claimant was the individual’s spouse.”
Claims are prioritized in the following order in accordance with922 KAR 5:180:
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1.) Creditors
2.) Beneficiaries (persons named in the will of the deceased individual)
3.) An heir of the deceased, limited to a spouse, child, sibling, grandchild, or parent.
During the one-year posting period, designated Fiduciary Branch staff will review claims and mail letters within 30 days of receipt of a claim stating the following as appropriate:
Further action needed (e.g., incorrect documentation submitted).
If a claim is denied, the claimant may file a request for informal dispute resolution. The DCBS Commissioner or their designee will make a final determination on the sufficiency of the claim.
The full dispute and appeal process is covered in 922 KAR 5:180 (5)-(6).
