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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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