Council on Aging Answers 2015 - 130

COUNCIL ON AGING - ORANGE COUNTY

Following the Loss of Your
Loved One: A Checklist
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DECIDE AND ARRANGE
o Funeral home or Mortuary
o Clothing for the deceased
o Select time and location of service
o Select clergy or officiates
o Arrange type of service (i.e. Military)
o Provide information for eulogy
o Provide obituary to newspaper -i.e. photo, place
of birth, occupation, college degrees, memberships
held, military service, outstanding work, list of survivors.
Consider risk of identity theft when placing obituary
o Arrange for music & visitation
o Order death certificates - The funeral home will assist
you in determining the number of certificates typically
needed.

COMMUNITY RESOURCES

NECESSARY NOTIFICATIONS
o Doctor(s) or Coroner
o Next of kin or responsible party
o Friends
o Employer of the deceased
o Landlord
o Utility companies
o Attorney
o Accountant
o Bank
o Executor of estate
o Social Security to stop payments
o Department of Veteran's Affairs
o Medi-Cal or other agencies as appropriate
o Insurance agents (Life, health, etc.)
o Church or place of worship
o Organizations (civic, unions etc)

CHECK ON:
o Death Benefits from Life and causality insurance, Social
Security, Credit and trade unions, fraternity, military
o Employee benefits (if applicable) may include accrued
vacation pay, death benefits, retirement plans, deferred
compensation, final wages, and medical reimbursements
o Debts & installment payments including credit cards.
Some may carry insurance clauses that will cancel them
o Refunds on insurance or cancelled subscriptions

INFORMATION REQUESTED AT
THE FUNERAL HOME APPOINTMENT:
o Birth Date and Birthplace of the deceased
o Citizenship status
o Religious name ( if any )
o Social Security Number
o Father's Name and Birthplace

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Answers Guide 2015

Mothers Name, Maiden Name and Birthplace
Education
Occupation and Title
Marital status
Veteran's discharge papers or claim number
Recent Photo
Any pre-Arrangement Paperwork (if applicable)
Cemetery Lot Information (if applicable)

COLLECT DOCUMENTS
o Locate the will; if applicable, check for special wishes
o Social Security Card or number
o Marriage License
o Citizenship papers
o Disability and pension claims
o Veteran's discharge certificate (DD214)
o Safe Deposit box(es)

EXPENSES TO ANTICIPATE
o Funeral services
o Casket, vault, burial plot, mausoleum or niche
o Florist
o Musician
o Opening and closing fees
o Clergy
o Transportation
o Reception food for guests
o Debts or incurred bills of deceased
Checklist provided by Sarah Yi, Director of Community
Relations, Fairhaven Memorial Park & Mortuary

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Aging and Disability Resource Connection | 800-510-2020 | www.adrcoc.org
INClUSION does not imply a recommendation or endorsement of products or services by coaoc. AlwAYS be A vIGIlANT CONSUmeR. veRIFY INFORmATION AND SeeK ReFeReNCeS wHeRe AppROpRIATe.
Council on Aging Answers 2015

Table of Contents for the Digital Edition of Council on Aging Answers 2015
