|
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. |
