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We at Christy-Smith Funeral Home will: Prepare and File the Social Security Form SSA 721 Assist with Filing Insurance Claim Forms Prepare and File Veteran Insurance, Flag, Headstone and Veterans Benefits, if applicable. If you need additional death certificates, we will be glad to order them for you; just let us know. (In Iowa we can get them for you for a period of six months after the death. After that time you need to get them from the Recorder’s Office of the County where the death was reported) Other Items You Might Not Think of To Check On Check with Employer for life insurance and pensions fund benefits, accrued vacation or sick pay, disability income and credit union balances. Contact Life Insurance Companies and make claims for the insurance. You will need a certified copy of the death certificate for each insurance claim. Change beneficiaries on life insurance policies in which the deceased was listed as the beneficiary. Talk with your attorney about probating the will and/or other necessary filings and, remember to update your will or trust if necessary. Revise titles on your owned property and/or vehicles. Contact your bank(s) for revising or closing any accounts of safe deposit boxes in the name of the deceased. Cancel direct deposit payments that are in the name of the deceased. Correct the tax identification number on financial accounts which are in the name of the deceased. Change beneficiaries on any retirement accounts, savings bonds, investments, etc. Contact creditors for all mortgages, personal notes, credit card companies, etc. in which the name of the deceased is involved. If your income will change significantly, you should make a plan for paying debts and obligations. Change ownership of joint or solely owned stocks and bonds or other investments. Consider the many advantages of pre-planning and pre-funding your services at this time to relieve other family members the burden of decision making later on. |
