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Account Closure Request/Collect Funds

If anyone is claiming the freelancer or client is deceased and would like to withdraw funds or refund available balance to payment method, please follow the steps on Collect Funds for a Deceased Freelancer’s Estate KB.

Macro to use:

CS::Deceased Freelancer::How To Close Acct/Collect Funds

Beneficiary Wants Funds Released to Different Payment Method

If the person reporting the death would like the funds moved to a different withdrawal method, they must provide a copy of the official death certificate, proof that they are the beneficiary, and a copy of their identification to legal (legalnotices@upwork.com) or mail (ATTN: Legal, 655 Montgomery St., STE 490, DPT 17022, San Francisco, CA 94111-26760).  Once Legal Team confirms receipt of the death certificate and other documents, a new withdrawal method can be added and funds released. EE to handle the action item here.

 Macro to use:

CS::Deceased Freelancer::Beneficiary Wants Funds Released to Different Payment Method

Contact CL/FL Requests

If anyone claiming the freelancer or client is deceased would like us to contact their hired freelancers or clients, we can accommodate this request after the executor sends the official death certificate to Legal (legalnotices@upwork.com) or mail (ATTN: Legal, 655 Montgomery St., STE 490, DPT 17022, San Francisco, CA 94111-26760). EE will handle the action item.

Macro to use:

CS::Deceased Freelancer/Client::Request to Notify Other Party

Beneficiary Wants to Transfer Ownership
Please do not start the transfer process, assign case to EE for handling.

 

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