Always Caring, Always There

When Death Occurs

WHen Death Occurs

When a family member or friend has died, it is important to notify various government agencies, banks, creditors and credit reporting agencies of the death.  To reduce the risk of identity theft, these notifications should be made promptly after the death.

To expedite notification, you should initially make the contact by telephone followed by written verification.  For many of the government agencies and financial entities, you will need the decedent’s social security number, a copy of the death certificate, and, if you are a personal representative (executor) of the estate, your appointment form from the probate court.  Make sure to retain copies of all notices that you send. 

Below is a checklist of possible agencies and businesses that should be notified of the death.  Because each individual case is unique, the list may not be complete.  Also, the funeral home may have notified some of the government agencies on your behalf.  Please consult with the funeral director when you receive this list so you can check off those agencies which have been notified by the funeral director.

Death Notification Checklist

Death Notification Checklist

Click on the graphic on the left to download the file.

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