Post Funeral Check List
Real Estate Properties change all jointly held deeds.
Solano County Assessor/Recorder (707) 784-6290
Notify Insurance Companies and file claims
Medical, Health, Disability, Travel, and Accident
Retirement Benefits, Annuities, Pensions
Apply for appropriate benefits when applicable.
Social Security Survivor Benefits
700 Main St. Ste. 220, Suisun City (800) 772-1213
Web Address: www.socialsecurity.gov
Workmen’s Compensation Benefits
Civil Service Benefits
Survivor Benefits from deceased’s employer
Notify accountant/tax preparer. Provide certified copies
of death certificate, previously filed tax return forms, and current earnings and dividend statements.
Transfer ownership of joint or solely owned stock, bonds and mutual funds.
Cancel any open orders arranged by the deceased.
IRA and Retirement Accounts.
Change all jointly held accounts and correct tax identification numbers (usually Social Security number).
Cancel Direct Deposit Retirement Benefit Payments.
Re-establish title of Safety Deposit Box.
Re-establish all outstanding mortgages, notes, leases, accounts payable/receivable, etc.
Apply for any credit life insurance which may exist on loans, credit cards and mortgages.
Notify Department of Motor Vehicles to transfer titles
of all registered vehicles, mobile homes, and boats registered in the deceased’s name.
160 Serrano Dr, Fairfield (800) 777-0133
621 Orange Dr, Vacaville (800) 777-0133
Notify All Credit Card Account Companies
Apply for all credit card life insurance coverage when applicable.
Cancel all individual held cards of the deceased.
Change all jointly held accounts
Department of Veteran Services
675 Texas Street, Fairfield (707) 784-6590
120 W. Main Street, Woodland (530) 406-4851
Ordering More Death Certificates
Solano County Recorder (707) 784-6294