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for over 120 years
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Family Follow-Up Checklist

Below you will find a list of institutions you may need to notify in order to finalize various personal matters.
1.
Send acknowledgement cards for memorial donations or shiva packages
2.
Transfer all real estate properties
3.
Notify insurance companies and file claims, if applicable:
 
 
- Life Insurance
 
 
- Medical Insurance
 
 
- Disability Insurance
 
 
- Travel and Accident Insurance
 
 
- Homeowners' Insurance
 
 
- Automobile Insurance
4.
Retirement benefits
5.
Social Security Retirement benefits (1-800-772-1213)
6.
Veteran's burial, survivor, and monument benefits (1-800-827-1000)
7.
Pension benefits
8.
Workers Compensation benefits
9.
Notify accountant/tax preparer (unless attorney is filing tax returns). Provide:
 
 
- Certified copy of Death Certificate
 
 
- Previously filed tax return forms
 
 
- Current earnings and dividend statements
10.
Notify stockbroker, and change ownership of joint or solely owned stocks
11.
Check on IRA and retirement accounts
12.
Transfer bonds
13.
Notify Banks
14.
Change all jointly held accounts and correct tax identification numbers (usually Social Security numbers)
15.
Cancel direct deposit retirement payments
16.
Re-establish title to safe deposit box
17.
Re-establish all outstanding mortgages and personal notes
18.
Notify Motor Vehicle Administration to transfer titles of all registered vehicles, mobile homes, and boats registered in the decedent's name
19.
Notify all credit card companies -- cancel all individually held cards of decedent, and remove decedent's name as an authorized user of any other cards.
20.
Apply for credit card life insurance coverage, if applicable
21.
Cancel voter's registration
22.
Cancel Driver's License
23.
If there is an estate, you may need to contact an attorney
24.
Cancel all of deceased's individually held credit cards and remove deceased's name as authorized user of any other credit cards.