Get Death Notification Checklist

Filling out the Death Notification Checklist is an important step in notifying relevant agencies and organizations about the passing of a loved one. This guide provides clear, step-by-step instructions to help you complete the form online effectively.

Follow the steps to fill out the Death Notification Checklist online.

1. Press the ‘Get Form’ button to access the Death Notification Checklist and open it in the online editor.
2. Begin by entering the decedent's identification information, including their full name, date of birth, and date of death. Ensure all information is accurate to avoid delays.
3. Fill in your own details as the requesting party. Provide your name, address, phone number, and your relationship to the decedent. This helps agencies understand your connection.
4. In the next section, identify which government agencies you need to notify. Check off each agency you plan to contact, such as the Social Security Administration and the Department of Motor Vehicles.
5. For financial companies, list the names of relevant banks, credit unions, and other financial institutions you must notify of the decedent's passing.
6. Continue with insurance and annuity companies by identifying the specific insurers to inform, including life insurers and health providers.
7. In the section for credit reporting agencies, mark all three agencies: Experian, Equifax, and TransUnion, and follow their instructions for notifying them of the death.
8. Complete the memberships section by identifying any organizations, clubs, or groups to notify regarding the decedent.
9. Review the 'Do Not Contact Lists' section and decide if you wish to register the decedent's name on the Deceased Do Not Contact List.
10. Finally, make sure to check or initial any additional directions requested by the credit reporting agencies, then save your form.
11. Once all information is filled out correctly, you can save changes, download, print, or share the completed Death Notification Checklist as needed.

Complete the Death Notification Checklist online today to ensure timely notifications and help prevent identity theft.