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Jan 29, 2024 · The funeral director should report the death to the Social Security Administration (SSA) for you. If they do not, you must do this as soon as possible. SSA will notify Medicare. Any Social Security benefits the person was receiving will stop. You must return any payment for the month the person died.
- Secure certified copies of death certificates. Get 10 copies. You're going to need death certificates to close bank and brokerage accounts, to file insurance claims and to register the death with government agencies, among other things.
- Find the will and the executor. Your loved one's survivors need to know where any money, property or belongings will go. Ideally, you talked with your relative before she passed and she told you where she kept her will.
- Meet with a trusts and estates attorney. While you don't need an attorney to settle an estate, having one makes things easier. If the estate is worth more than $50,000, Harbison suggests that you hire a lawyer to help navigate the process and distribute assets.
- Contact a CPA. If your loved one had a CPA, contact her; if not, hire one. The estate may have to file a tax return, and a final tax return will need to be filed on the deceased's behalf.
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Jan 19, 2022 · Close bank and brokerage accounts. Identify all financial accounts in your loved one’s name. Notify the institutions about the death and provide a certified copy of the death certificate. They will release the funds to the beneficiaries on the account. Send copies of the death certificate to major credit agencies.
- Attorney. You don’t need an attorney to settle an estate and make death notifications, but having one makes things easier. Additionally, your loved one might have already been working with an attorney to manage his or her end-of-life plans.
- Employer. Next, you’ll want to call or email your loved one’s employer (if he or she was still working). Ask for information regarding benefits, as well as any paychecks that might be due.
- Social Security Administration (SSA) Typically, funeral directors report deaths to the Social Security Administration. But ultimately, it’s your responsibility to ensure this notification gets made.
- United States Postal Service (USPS) You don’t want the deceased person’s mail to continue going to an address where new people might be living. To solve this issue, you’ll need to file a request to forward mail at your local USPS office.
So, you don’t typically need to report a death to us. If a funeral home isn’t involved or doesn't report the death for some reason, you should call us and provide the name, Social Security number, date of birth, and date of death for the person who died. Call +1 800-772-1213. Call TTY +1 800-325-0778 if you're deaf or hard of hearing.
Jan 5, 2021 · 4. Notify close family and friends. (Ask some to contact others.) 5. Handle care of dependents and pets. 6. Call the person’s employer, if he or she was working. Request info about benefits and ...
Oct 14, 2022 · Once you present the death certificate, they can help you receive any final paycheck or benefits, such as retirement, pension, or life insurance. Health, Home, and Auto Insurance Companies. Find out how many insurance policies your loved one had and notify each company. They will need a copy of the death certificate to close out the accounts.
