A Funeral Checklist

As soon as possible after the death, you need to speak with your family, attorney or executor of the estate.

Points to discuss:

  • Filing of life insurance (and funeral insurance, if applicable) claims
  • Contacting the Social Security Administration and Veterans’ Administration (if the deceased was a US Military Veteran) to change benefits and apply for death benefits
  • Contacting the deceased’s place of employment and/ or unions to inquire about benefits and inform of the death
  • Updating of Bank Accounts, Credit Cards, Loans and or Financial Portfolios

Your Funeral Director will be able to assist you with the following:

  • Death Certificates (you will need several copies for insurance and financials claims)
  • Funeral/Memorial/ Cremation Arrangements
  • Casket/Urn/Marker selection and engraving
  • Many funeral homes can assist you with filing insurance and VA claims
  • Grief and Bereavement Recovery Resources

Social Security

The phone number for the social security administration is (800) 772-1213. Standard benefits include a one time financial benefit to the surviving spouse or dependent children. If you are seeking benefits other than death, you may need to provide a birth or marriage certificate.

Banking Information

You will need to contact each bank and/or financial institution which you and the deceased held a joint account. They will provide you with a release forms which are needed before you can withdraw funds from that account.


You will need a copy of the death certificate in order to change or remove names from any property or vehicle deeds or registrations. Contact the issuing agency for any forms that will need to be completed.


You will need to compile and organize all outstanding debts belonging to the deceased. This includes utilities, credit cards, loans, etc. Contact the issuers and find out if the deceased had credit or loan life insurance. If they did, it will pay off any balances owed.

Your Personal Insurance

Speak to your insurance agent about making changes to your auto/life/home and miscellaneous insurance policies. They will be able to advise you on any changes that will prevent you from being over or under insured. You may also wish to speak to your Funeral Home Director about Funeral insurance and pre-arrangements for yourself if you are not already covered.

January 6, 2018

By Funeral Home Resource Team