Survivor Checklist
Help you and your family prepare for the future.
Mutual of Alabama understands that surviving spouses and families often feel lost when it comes to taking care of their loved one's final situations. The Survivor Checklist below is a tool you and your family can use to make the process of dealing with the necessary finalities a simple one. Have a look over the checklist below or click here to view or download a printable version of the survivor checklist.
Mutual of Alabama Insurance and Annuities is here to help you and your family prepare for the future. Peace of mind is available and affordable with Mutual of Alabama. Contact Mutual of Alabama using this website's contact form or call (205) 240-4726 to speak with a representative today.
Survivor Checklist
- Request 10 copies of death certificate (funeral director will assist.)
- Deceased Date of Birth: __________________
- Contact Employer regarding group insurance and other benefits.
- Contact insurance companies (auto, life, health). Have policy numbers available.
- If deceased was a government retiree or employee, contact Civil Service Personal Management Office (1-888-767-6738).
- If deceased was retired from the military, contact Defense Finance and Accounting Service (1-800-321-1080).
- If deceased was a veteran, contact Veterans Administration (1-800-827-1000).
- Notify Social Security Administration (1-800-772-1213).
- Deceased's Social Security number: __________________
- Spouse's Social Security number: __________________
- Check items in safe deposit box.
- Locate Last Will and Testament and Trust documents.
- Contact credit card companies and other charge accounts.
- Check on credit life insurance with all creditors.
- Locate personal balance sheet (or similar listing of cash, securities, real estate, personal effects, mortgages, and other liabilities).
- Locate business disposition agreements (buy/sell agreements, partnership agreements, etc.).
- Call attorney and arrange for meeting to discuss probate and other matters.
- As time for filing tax return approaches – call accountant, CPA, or tax preparer.