How many Death Certificates will I need?
This is only a guide and not legal advice
PLEASE VERIFY INDIVIDUAL REQUIREMENTS FOR EACH ENTITY
The following may require a
Long Form Death Certificate
□ Probate court to probate the Will
□ Executor/Executrix or Trustee to complete estate settlement procedures
□ Life Insurance Policy (one per policy)
□ Brokerage offices to transfer, redeem or liquidate investments & securities
□ CPA for the IRS to file terminal tax return
□ Deceased’s employer to claim benefits, final entitlements and/or 401K
□ Pension providers to claim final benefits
□ Veterans Affairs/Administration to issue benefits (Free with DD-214)
□ County Tax Assessor or Title Company to sell or transfer Real Estate
The following may require a
Short Form Death Certificate
□ Dept of Motor Vehicles office to transfer vehicles, RVs, boats, etc.
□ Financial institution(s) (Bank and/or Credit Union) to transfer or liquidate
accounts, bonds, safe deposit boxes, etc.
The following may require a Non-Certified Informational OR Short Form Death Certificate
□ Each individual credit card (ask if there is a death benefit)
□ Membership, subscription or service providers to cancel services
□ Professional offices to close files and cancel future appointments
□ State/private health care office to cancel coverage
*Ask if an EMAILED or mailed PHOTOCOPY is acceptable*
You can always order additional death certificates, but you cannot return unused certified copies
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We are experts in Funeral Service. Whether your wishes are for a traditional funeral or a celebration of life at your loved one's favorite campground. We also offer the option to guide you through acting as your family's funeral director for a home funeral.
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