Post Funeral Checklist
We understand that, following a funeral service, the grieving process is still very new. Organizing thoughts and taking care of affairs that can wait until after a service can seem daunting. We're here to offer our guidance.
Click any of the items below to see a list of contact options and suggestions.
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Solano County Assessor/Recorder (707) 784-6290
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- Life Insurance
- Medical, Health, Disability, Travel, and Accident
- Retirement Benefits, Annuities, Pensions
- Home Owners
- Car Insurance
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- 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
- Union Benefits
- Survivor Benefits from deceased’s employer
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Provide certified copies of death certificate, previously filed tax return forms, and current earnings and dividend statements.
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- Transfer ownership of joint or solely owned stock, bonds and mutual funds.
- Cancel any open orders arranged by the deceased.
- IRA and Retirement Accounts.
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- 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.
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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
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- Apply for all credit card life insurance coverage when applicable.
- Cancel all individual held cards of the deceased.
- Change all jointly held accounts
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675 Texas Street, Fairfield | (707) 784-6590
120 W. Main Street, Woodland | (530) 406-4851
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Solano County Recorder: (707) 784-6294