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.