Checklist for Bereaved

The following is a listing of items to consider after the funeral
that will help you handle your personal and financial affairs.
We hope that you find these items helpful.

* * * * *

Send Acknowledgements/Thank Yous
Flowers, Memorials, Food,
Church, Musicians, Funeral Director, and other items

Notify Insurance Companies
Life Insurance
Health, Medical, Disability, Travel & Accident Insurance
Retirement Benefits & Annuities
Homeowners
Automobile Insurance
Change Survivors Beneficiary

Apply for Benefits
Social Security
Veterans Burial & Survivor Benefits
Pension (contact employment place)
Worker's Compensation
Civil Service
Railroad Retirement

Transfer of Real Estate Properties
Apply for Widowed Person Exemption
Apply for Homestead & Disabilities Exemption

Notify Stockbroker
Change Ownership of Joint or Solely Owned Stocks
IRA & Retirement Accounts
Transfer Bonds
Mutual Funds or other

Notify Bank
Change all Jointly Held Accounts
Cancel Direct Deposit Benefits Payments
Re-establish Safety Deposit Box
Re-establish all Outstanding Mortgages, Personal Notes, etc.
Apply for Credit Life Insurance which may exist on Loans, Credit Card or Mortgages
Certificate of Deposit
IRA

Notify Department of Motor Vehicle
Transfer Titles of all Registered Vehicles
Cancel Drivers License
Cancel Voter Registration

Notify Credit Card Companies
Apply of Credit Life Insurance
Cancel all Individually Held Credit Card Accounts of Deceased
Change all Jointly Held Accounts

Notify Attorney/Accountant/Tax Consultant
If a Will must be Probated
If your Will needs to be Revised
For Income Tax Purposes

Advance Planning/Pre-Arrangement
You may consider Planning in Advance
Pre-arranging a Funeral seems to be very helpful for many families
It's an effective way to put your wishes in writing.

Items for Cancellation: There are a number of items that may need to be cancelled upon the death. They could be specifically for the loss of a single person or the death of a widow or widower. These services would include: mail via postal service, telephone, electricity, water, cable TV, apartment lease termination, credit cards, health insurance, car insurance, and renters insurance. These are general items. Each situation maybe unique so plan according to your individual needs.