If you cannot visit us in person or wish to post a thoughtful message for other online visitors, please click here or enter the name of the deceased or next of kin to search our current and past condolences:

CHECKLIST

 

1. Send acknowledgement Cards for Flowers, Memorial Donations, Food, Spiritual Remembrances

 

2. Transfer of Real Estate Properties

  • Apply for Widowed Person Exemption
  • Apply for Homestead & Disabilities Exemption

3. Notify Insurance Companies and File Claims

  • Life Insurance
  • Medical, Health, Disability, Travel & Accident
  • Retirement Benefits & Annuities
  • Homeowners
  • Car Insurance
  • Change Survivors Beneficiary

4. Apply for Appropriate Benefits

  • Social Security Survivors Benefits
  • Veterans Burial & Survivors Benefits
  • Pension Benefits (Contact spouse's place of employment)
  • Workmen's Compensation Benefits
  • Civil Service
  • Railroad Retirement

5. Notify Stockbroker

  • Change Ownership of Joint or Solely Owned Stocks
  • IRA and Retirement Accounts
  • Transfer Bonds
  • Mutual or other Funds

6. Notify Bank

  • Change all jointly held Accounts
  • Cancel Direct Deposit Benefits Payment
  • Re-establish Safe Deposit Box
  • Re-establish all outstanding Mortgages, Personal Notes, etc.
  • Apply for Credit Life Insurance which may exist on Loans, Credit Card & Mortgages
  • Certificates of Deposit
  • IRA

7. Notify Department of Motor Vehicles

  • Transfer Titles of all Registered Vehicles
  • Cancel Driver's License
  • Cancel Voter Registration

8. Notify all Credit Card Account Companies

  • Apply for Credit Life Insurance
  • Cancel all individually held Credit Card Accounts of the Deceased
  • Change all jointly held Accounts

9. Notify Attorney/Accountant/Tax Consultant

  • If a Will must be probated
  • If your Will needs to be revised
  • For Income Tax Purposes

10. Advanced 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

Please feel free to contact the Aloia Funeral Home if you have questions or need assistance (973)340-7077.