Checklist: Who to contact when someone dies

Below is a checklist of possible agencies and businesses that will need to be notified when someone dies. Because each individual case is unique, the list may not be complete. Also, the funeral home may have notified some of the government agencies on your behalf. Please consult with the funeral director so you can check off those agencies which have been notified by the funeral director. This list is not all inclusive as things and technology changes – please be aware that there might be other agencies that you have to contact/notify.

Government Agencies:
__ A. Social Security Administration, 800-772-1213 (everyone).
__ B. Veteran’s Administration 1-800-827-1000 (if decedent was formerly in the military). Flagstaff 928-779-4166
__ C. Defense Finance and Accounting Service, 800-269-5170 (military service retiree receiving benefits).
__ D. Office of Personnel Management, 888-767-6738 (if decedent is a retired or former federal civil service employee).
__ E. U.S. Citizenship and Immigration Service, 800-375-5283 (if decedent was not a U.S. citizen)
__ F. State Department of Motor Vehicles (if decedent had a driver’s license or state ID) 800-251-5866.
__ G. Pharmacy to stop prescriptions.

Financial Companies
__ A. Credit card and merchant card companies.
__ B. Banks, savings & loan associations, and credit unions – for accounts and safe deposit boxes.
__ C. Mortgage companies and lenders.
__ D. Financial planners and stockbrokers.
__ E. Pension providers, IRA, 401(k), Roth’s.
__ F. On-line and cell phone banking, payments, credit cards, etc.

Insurance and Annuity Companies:
__ A. Life insurers and annuity companies.
__ B. Health, medical and dental insurers.
__ C. Disability insurer.
__ D. Automotive, home, and vehicle insurance companies.
__ E. Mutual benefit companies.

Credit Reporting Agencies:
It is recommended that you notify the three national credit reporting agencies of the death and instruct them to list all accounts as: “Closed. Account Holder is Deceased.” In this day of identity theft and with Arizona being a Community Property state (where surviving spouses are liable for the debts of the deceased spouse), you do not want anybody opening credit cards or getting loans in the deceased person’s name.

Experian, 888-397-3742, P.O. Box 4500, Allen, Texas 75013.
Equifax, 800-685-1111 or 800-525-6285, P.O. Box 105139, Atlanta, Georgia 30348.
TransUnion, 800-493-2392 or 800-680-7289, P.O. Box 6790, Fullerton, California 92834.

Memberships and Other:
__ A. Professional associations and unions.
__ B. Health clubs and athletic clubs.
__ C. Automobile clubs.
__ D. Video rental stores.
__ E. Public library.
__ F. Alumni clubs.
__ G. Rotary, Kiwanis, Lions, Veterans’ organizations and clubs.
__ H. De-activate computer, cell phone, websites, and other things a person might have – as well as passwords.

For a fee of $1.00, you can list the decedent’s name on the Deceased Do Not Contact List which is maintained by the Direct Marketing Association. All members of the Direct Marketing Association will delete the decedent’s name from their mailing lists once the name is posted. A website for registering the name is set forth below:

Direct Marketing Association (register at www.ims-dm.com/cgi/ddnc).

Source: originally from the National Funeral Director’s association and has been adjusted/modified.