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
    Life Insurance
    Medical, Health, Disability, Travel, and Accident
    Retirement Benefits, Annuities, Pensions
    Home Owners
    Car Insurance

Apply for appropriate benefits when applicable.
    Social Security Survivor Benefits
         700 Main St. Ste. 220, Suisun City    (800) 772-1213
         Web Address: 
    Workmen’s Compensation Benefits
    Civil Service Benefits
    Union 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. 

Notify Stockbroker
    Transfer ownership of joint or solely owned stock, bonds and mutual funds.
    Cancel any open orders arranged by the deceased.
    IRA and Retirement Accounts.

Notify Bank
    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