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Family Follow-Up Checklist


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.
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