Checklist: How to Notify Social Security After Someone Dies
Use this checklist to cancel or transfer bank and retirement accounts after a loved one’s passing, ensuring all necessary steps and documents are handled.
- Death Certificate: Obtain multiple copies of the death certificate.
- Social Security Number: Have the deceased’s Social Security number available.
- Identification: Prepare your identification (driver’s license, passport).
- Personal Information: Collect details about the deceased, including:
- Full name
- Date of birth
- Place of birth
- Date of death
- Locate the Nearest SSA Office: Find the local Social Security office through the SSA website or by calling 1-800-772-1213.
- Choose How to Notify:
- In-Person Visit: Visit the local SSA office to report the death. Bring necessary documents.
- Phone Notification: Call the SSA at 1-800-772-1213 to report the death and ask about further steps.
- Death Notification: Inform them that the individual has passed away.
- Submit Documentation: Provide the following documents:
- Death certificate
- Your identification
- Any additional paperwork requested by SSA
Inquire About Survivor Benefits: Ask about potential benefits for surviving family members, such as:
- Spousal benefits
- Dependent children’s benefits
- Lump-sum death benefit
- Confirm Notification: Ensure that the SSA has processed the death notification.
- Retain Documentation: Keep copies of all documents submitted and any correspondence received for your records.
Review Future Statements: Check for any statements or updates regarding benefits or account status after notifying SSA.
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