This
is a list of some of the things that are needed to be done
to handle someone's affairs after death.
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Call
the Social Security Administration at (800) 772-1213. |
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Contact
the Veteran's Administration at 728-8440. |
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Contact
all life insurance companies the deceased had policies
with. Request a claim form or ask for help from the
local agent. Send in the claim form, the policy and a
certified copy of the Death Certificate. If you would
like, we will file all insurance for you at no
additional costs. |
|
Contact
credit card companies to notify them of the death. Some
credit card and charge accounts include a life insurance
policy with them. They may want a certified copy of the
Death Certificate. If the card is held jointly, find out
what documentation is required to change credit cards
into the survivor's name. |
|
Other
assess that need to be changed include real estate, car
titles, stocks, bonds, and other bank accounts. You may
need to begin probate proceedings to accomplish legal
ownership of these assets. |
|
Contact
any financial institution where the deceased had a loan
to inform them of the death. They will be able to inform
you if the loan was covered by credit life and what
needs to be done to fine the appropriate claim. |
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Gather
all of the bills and make sure you are aware of all the
credit obligations of the deceased. |
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Contact
all sources of retirement funds, including IRA's that
the deceased was receiving and apply for any benefits
that are due to you. A Death Certificate is often
required. |
|
Change
all of the utilities from the deceased's name. Many, if
not all of these accounts should be placed in a joint
account with another family member to help in processing
future estates. |
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Contact
all health insurance companies to notify them of the
death and stop coverage on the deceased. Some health
insurance companies have a death benefit rider, be sure
to check if this benefit exists. |
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Keep
extra copies of the Death Certificate to send with your
income tax returns if you still file. You may need to
file a final return for the deceased to estate income
tax returns if the estate itself generates any income. |
|
The
clerk of court will help with many of the duties listed
above and also advise if legal Council is necessary. You
may contact the Clerk of Court at 728-8500. |
