Changing Info

Changing information can be one of the more painful but necessary tasks for the widow, but careful review is essential.  Have you made the appropriate changes on the following documents or accounts?

  1. Checking accounts
  2. Savings accounts
  3. Loans (car, furniture, student, etc.)
  4. Mortgage
  5. Household payables (cable, phone, electricity, water, sewer, etc.)
  6. Auto registration and title
  7. Credit cards
  8. Safe deposit boxes
  9. Auto insurance – change name & review policy
  10. Life insurance – review beneficiaries
  11. Health insurance – remove spouse
  12. Social Security – notify of spouse’s death
  13. Your Will
  14. Leases
  15. Stocks and Bonds
  16. Income Tax Forms (tax refunds & deduction changes on W-2)
  17. Emergency contact
  18. Power of Attorney

 

Copyright © Widow’s Walk 2011
Copyright © Walking with Widows 2010