Alaska Guide for Protecting Deceased Persons from Identity Theft
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FAQ
Avoid listing birth date, maiden name, or other personal identifiers in obituaries as they could be useful to ID thieves. Report the death to the Social Security Administration by calling 800-772-1213. Order multiple certified copies of the death certificate with and without cause of death.
Visit .irs.gov/lp60. .irs.gov and search key word ?deceased.? .irs.gov/forms-pubs or call 800-TAX-FORM (800-829-3676). If you need assistance, please don't hesitate to contact us.
Submit the following with your information request as proof that you're authorized to receive deceased person's information: The full name of the deceased, their last address and Social Security Number. A copy of the death certificate. Either: A copy of Letters of Testamentary approved by the court or.
If a refund is due on the individual income tax return of the deceased, claim the refund by submitting Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer.
A deceased person's social security number can no longer be used in transactions, which is why bank accounts in the deceased person's name are often frozen shortly after their passing.
If the IRS did not provide you with a specific phone number, you can call IRS taxpayer assistance at 1-800-829-1040. Follow these instructions to reach a live representative: Press 1 for English.
The IRS doesn't need a copy of the death certificate or other proof of death. Usually, the representative filing the final tax return is named in the person's will or appointed by a court.
Contact banks, credit unions, credit card companies, and other financial institutions that hold accounts in your loved one's name, and notify those companies of your family member's death. This way, the system can flag any attempts to use the deceased person's identity via their financial accounts.
