Things to Remember

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Below is a list of things our families found helpful. If you have questions or need further assistance please call us at 760-975-9649. We are available 24/7.

Death certificates can be ordered from the Health Department of the County where the death occurred.

File insurance claims for each policy held. Contact each company for a claim form (you will need a certified copy of the Death Certificate for each one). File appropriate health insurance claims and notify them of the death that has occurred.

Contact Social Security about your benefits, appropriate forms and procedures.

Call 1-800-772-1213 or visit www.ssa.gov

Contact the Veterans Administration if applicable. Ask about benefits, appropriate forms and procedures.

Call 1-800-827-1000 or visit www.va.gov

Make arrangements to update your will or living trust, if necessary. Talk to your attorney about probating the will and making other necessary filings. Transfer assets into your name or trust as appropriate. Revise titles on your vehicle(s) and other titled property. If you don’t have an attorney, we can recommend one in your area.

Notify your home, business and automobile insurance companies. Change beneficiaries on insurance policies, retirement accounts, savings bonds, etc.

Contact your bank(s) for revising or closing out checking/savings accounts and/or safe deposit boxes. 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.

Contact creditors for all mortgages, personal notes, credit card companies, etc. in which the name of the deceased is involved.

Change the account name for the certificates of deposits or other accounts in which the name of the deceased is involved. Change ownership of joint or solely owned stocks and bonds, transfer or close I.R.A., retirement accounts or investments managed by brokers.

If your income will change significantly, you should make a plan for paying debts and obligations.