☐ 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.