If your loved one was a veteran, you may be able to get assistance with the funeral, burial plot, or other benefits. For information on benefits call the Veterans Administration at 800-827-1000. Also, the phone number for your local Veterans Agency is usually listed under Town Offices. You will need a copy of your loved one's discharge papers.
Obtain 5-10 copies of the Death Certificate from Robertson Funeral Home. You can also get additional copies later online or at your city hall.
If your loved one was receiving Social Security benefits, notify your local Social Security Office of the death, since these benefits will stop. Overpayments will result in a difficult process of repayment. If you are a surviving spouse, ask about your eligibility for increased benefits. Also, check on benefits that any minor children may be entitled to receive.
Contact the health insurance company or employer regarding terminating coverage for the deceased while continuing coverage for others covered through the policy.
Contact the insurance company for all life insurance policies. You will need to provide the policy number and a certified copy of the death certificate and fill out a claim form. If the deceased is listed as the beneficiary on any other policy, arrange to have the name removed.
If the deceased was working, contact the employer for information on pension plans, credit unions and union death benefits. You will need a certified copy of the death certificate for each claim.
Return credit cards of the deceased with a certified copy of the death certificate, or notify the credit card company if you, as the survivor, want to retain use of the card.
Seek the advice of an accountant or tax advisor about filing the deceased's tax return for the year of the death. Keep monthly bank statements on all individual and joint accounts that show the account balance on the day of death, since you will need this information for the estate tax return.
Arrange to change any joint bank accounts into your name. If the deceased's estate is in trust, check with the Trust Department or Customer Service at the bank.
Arrange to change stocks and bonds into your name. Your bank or stockbroker will have the forms.
Make sure that important bills, such as mortgage payments, continue to be paid.
Documents you may need:
Death Certificates (Certified Copies)
Birth Certificate (Deceased)
Birth Certificate (Children, if applicable)
Social Security Card
Insurance Policies (if applicable)
Deed and Titles to Property
Recent Income Tax Returns
Honorable Discharge Papers for Veterans and/or VA Claim Number
Loan and Installment Payment Books/Contracts
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If you need our services immediately, please call us. We will begin the process of bringing your loved one into our care right away.
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Visit www.prepaidfunerals.texas.gov for information relating to the purchase of pre-need funeral contracts including descriptions of the trust and insurance funding options available under state law.