SOCIAL SECURITY

Notify social security of a death at 1-800-772-1213. There may be a $255.00 lump sum benefit to the surviving spouse and/or dependent children.

STOCKS/BONDS

Generally a certified copy of the death certificate is needed to remove the name of the deceased. Contact your local agent or your broker will assist.

VETERANS

Veteran’s forms, for those eligible, will be completed by the funeral home and/or cemetery. Veterans or spouses may be entitled to a property/mobile home tax exemption. Contact your county assessor’s office for information.

RETIREMENT FUNDS

Contact the administrator of any retirement funds that the deceased was receiving and apply for any benefits.

BANK ACCOUNTS

Contact your bank(s) to remove the deceased’s name from account(s) or savings bond(s). This is usually taken care of about four months to a year after death.

LIFE INSURANCE 

If you have a life insurance policy, you may need to contact the company for a claim form or ask your local agent for help. Your funeral director will also be able to assist.

ESTATE

You may wish to consult an attorney for advice regarding probate, if needed.

INCOME TAX RETURNS 

If filing joint income tax returns, you may need a photocopy of the death certificate.

REAL ESTATE

If you own real property, you may wish to remove the deceased’s name from the deed. Go to the courthouse of the county where the property is located.

CHARGE ACCOUNTS

If you own real property, you may wish to remove the deceased’s name from the deed. Go to the courthouse of the county where the property is located.

VEHICLES

To change titles and registrations, go to any Florida DMV office. This includes cars, trucks, trailers, motor homes, etc.

UTILITIES

You may want to change utilities or other routine monthly bills (i.e., telephone, power, water, cable, etc.) into your name only.