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√ Notify life insurance companies of death. They will generally send claims forms to you to be completed and returned with a certified copy of death certificate.
√ Cancel direct deposits that are made in the name of the deceased.
√ Revise the titles on your home, cars, and other titled property.
√ Contact your bank or credit union to change ownership of checking, savings, and other accounts.
√ Although we will notify Social Security of each death, contact Social Security about surviving spouse benefits if this applies.
√ Contact Veteran’s Administration about any benefits that may be due to you if applicable.
√ Arrange to update your will or trust.
√ Change beneficiaries of your life insurance, bonds, stocks, etc.
√ Should you consider saving your loved ones the burden you have just experienced by pre-planning your own services, please feel free to contact us.
Guide to Certifieds
This list has been compiled to help you determine who may require a certified copy of the death certificate in order to complete you, business
transactions.
- Life Insurance – 1 copy for each policyholder
- Banks, credit unions and saving & loans
- Real Estate – 1 copy for each county in which property is owned
- Secretary of State – for ownership of motor and marine vehicles
- Stocks – 1 copy per broker or company held
- Bonds
- IRA – 1 copy for each institution where funds are maintained
- Certificates of Deposit – 1 per institution
- Pension – 1 copy per fund holder
- Probate – 1 copy given to attorney where estate is to be probated
- Income Tax – 1 copy each for Federal, State and Local
- Trust – consult your trust officer
Feel free to download this form and print it off for your reference.