Real Estate Properties change all jointly held deeds. Solano County Assessor/Recorder (707) 784-6290
Notify Insurance Companies and file claims Life Insurance Medical, Health, Disability, Travel, and Accident Retirement Benefits, Annuities, Pensions Home Owners Car Insurance
Apply for appropriate benefits when applicable. Social Security Survivor Benefits 700 Main St. Ste. 220, Suisun City (800) 772-1213 Web Address: www.socialsecurity.gov Workmen’s Compensation Benefits Civil Service Benefits Union Benefits Survivor Benefits from deceased’s employer
Notify accountant/tax preparer. Provide certified copies of death certificate, previously filed tax return forms, and current earnings and dividend statements.
Notify Stockbroker Transfer ownership of joint or solely owned stock, bonds and mutual funds. Cancel any open orders arranged by the deceased. IRA and Retirement Accounts.
Notify Bank Change all jointly held accounts and correct tax identification numbers (usually Social Security number). Cancel Direct Deposit Retirement Benefit Payments. Re-establish title of Safety Deposit Box. Re-establish all outstanding mortgages, notes, leases, accounts payable/receivable, etc. Apply for any credit life insurance which may exist on loans, credit cards and mortgages.
Notify Department of Motor Vehicles to transfer titles of all registered vehicles, mobile homes, and boats registered in the deceased’s name. 160 Serrano Dr, Fairfield (800) 777-0133 621 Orange Dr, Vacaville (800) 777-0133
Notify All Credit Card Account Companies Apply for all credit card life insurance coverage when applicable. Cancel all individual held cards of the deceased. Change all jointly held accounts
Department of Veteran Services 675 Texas Street, Fairfield (707) 784-6590 120 W. Main Street, Woodland (530) 406-4851
Ordering More Death Certificates Solano County Recorder (707) 784-6294