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General Checklist of Things To Do at Time of Death
- Contact funeral director
- Notify:
- Relatives and friends.
- Organizations
- Employer/former employer
- Locate and refer to will/trust for any special
instructions
- Meet with funeral director:
- Obtain /order copies of Certified Death Certificate from director
- Arrange service including type and location
- Select casket/vault/urn
- Select clergy to officiate at service
- Select music and musicians
- Provide written obituary or information for obituary
- Arrange contact with cemetery/crematory
- Arrange visitation time
- Purchase burial property if not done prior to death
- Select/purchase flowers
- Arrange for someone to stay in home during funeral to avoid break-in
- Locate important papers (see Form F)
- Contact local life insurance agent or home office of insurance company
- Obtain legal advice from an attorney
- Contact the nearest Veterans Administration office or
write to regional office if decedent is a veteran
- Notify the Office of Personnel Management if decedent
was a government employee
- Notify Public Employees Retirement System if decedent
was receiving PERS benefits
- Contact the nearest Social Security office if
decedent was receiving Social Security payments
- Make photocopies of all forms, documents or letters
sent out (in case of loss or delay)
- Send all correspondence by “Certified Mail-Return
Receipt Requested”
- Select and purchase grave marker
- Send acknowledgement notes for flowers, memorial
gifts, and other gifts or services
- Gather and pay all current bills
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Updated April 2007 by the College Advancement Department.