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The City of Portland, Oregon

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City of Portland

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EMAIL: cityinfo@portlandoregon.gov

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5.08.160 Delivery of Checks payable to Deceased Persons.

(Amended by Ordinance Nos. 133986, 173369 and 189452, effective May 10, 2019.)  Delivery of checks payable to any person employed by the City, or payable to any person receiving disability or retirement benefits from the City, shall be made in the following manner upon the death of such person:

A.  Where the person’s estate is admitted to probate in any county in Oregon, delivery shall be made to the representative thereof after the Bureau of Human Resources has been furnished a certified copy of letters testamentary or letters of administration;

B.  Where the person’s estate is admitted to probate outside this state, delivery shall be made as provided in Subdivision A of this Section, except that the Bureau of Human Resources shall first notify the Department of Revenue of the total amount to be paid.  Delivery of checks shall not be made less than 30 days after notice to the department of revenue and 90 days after death;

C.  Where the person’s estate is not probated, and the heir or next of kin making claim for checks is a resident of Oregon, delivery shall be made to that heir or next of kin after that individual has furnished the Bureau of Human Resources a hold harmless agreement as provided in Section 5.08.170;

D.  Where the person’s estate is not probated, and the heir or next of kin making claim for checks is not a resident of Oregon, delivery shall be made to that heir or next of kin after that individual has furnished the Bureau of Human Resources a hold harmless agreement as provided in Section 5.08.170, and if the amounts total more than $200, a bond, underwritten by a surety authorized to do business in this State, to defend and indemnify the City, its officers, agents and employees against any claim, suit, action or judgment arising out of the delivery or payment of the checks;

E.  Checks payable to deceased employees, or to persons entitled to disability or retirement benefits prior to their death, shall be drawn in the usual course of business only, and shall be delivered by the Bureau of Human Resources as provided by this Section, without further action of Council;

F.  The Bureau of Human Resources shall attach to each check issued under this Section an authorization for transfer in the following form:

AUTHORIZATION FOR CHECK TRANSFER

KNOW ALL PEOPLE BY THESE PRESENTS

That . . . . . .  (name of applicant) has applied for transfer of Check No. . . . . . .  dated . . . . . . 20. . ., payable to . . . . . (name of payee), deceased, as . . . . . . . . . (Heir, next of kin, executor or administrator of the estate), that pursuant to Title 5 of the Code of the City of Portland, as amended, I am authorized to deliver said check to . . . . . . . . . . . .  (name of applicant) and the Treasurer of the City of Portland is directed to cash the same upon.. . . . . . . . . . . . . . . . endorsement thereof.

PLEASE DO NOT DETACH

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Chief Human Resources Officer of the City of Portland

The Bureau of Human Resources shall furnish the City Treasurer a copy of all authorizations for transfers issued, and the City Treasurer shall honor all checks described in the authorizations for transfer when endorsed by the applicant named therein.