What needs to be done after the funeral  

  • 1. Notify life insurance agencies and obtain claim forms.
  • 2. We will provide the Social Security office with form SSA-721 to notify them of the death. Follow up with your local office to inquire about possible $255.00 survivor benefit.
  • 3. Check with fraternal or union memberships, as well as the Veterans Administration to see if any death benefits are available. Our office staff can help you with this as well.
  • 4. Notify utility departments (electric, telephone, gas, water, etc.) to change billing information or discontinue service.
  • 5. Contact credit card companies to notify them of the death. Some companies include insurance on their accounts to pay off any outstanding balance.
  • 6. Stop coverage for the deceased on any health insurance plans. Some companies have a death benefit rider, so make sure you ask when you contact them.
  • 7. Notify banks, investment companies, and pension or retirement accounts.
  • 8. Determine outstanding debts, etc. Credit life insurance coverage may be available on some loans.
  • 9. You may need to file an income tax return for the deceased, as well as an estate income tax if the estate itself generates any income.
  • 10. Obtain the will and contact the deceased's attorney and the executor.
  • 11. Call your car insurance company. Lower rates may be available for the surviving spouse.
  • 12. Additional questions may be answered by contacting the Clerk of Court in the county where the deceased resided.
  • 13. Contact any life insurance companies that may have the deceased listed as beneficiary.  You will need to update your beneficiary information.  This will make things easier for you in the future. 

 This list is not intended to be complete, and the items listed above may not apply in all cases.  You should contact your attorney or financial advisor for specific advice regarding your individual situation.

 


  Important Information and Phone Numbers

 Death Certificates 

After the physician has completed the death certificate, they will send the signed copy back to us.  We will then forward it to the court house in the county in which the death occured, where the certified copies will be made by the State of Iowa.  The process usually takes 1-2 weeks.  When the certified copies are ready, they will come back to our office, and we will contact you. 

 Helpful Tools

 Social Security Administration:  1.800.772.1213

Veteran's Administration: 1.800.827.1000

Credit Reporting Agencies:

            Experian: 1.888.397.9742

            Equifax:  1.800.525.6285

            TransUnion: 1.800.680.7289

 

For a fee of $1.00, you can list the decedent's name on the Deceased Do Not Call List maintained by the Direct Marketing Association. (register at www.ims-dm.com/cgi/ddnc)