Here
you can check the lists of all the documents and information needed
after someone dies. They will help you notify the required people /
organisations immediately after the death and assist you in the
longer term probate process.Documents
and information
You'll
need to gather together the following documents and information as
soon as possible - to enable registration of the death and to start
funeral arrangements.
Documents
And
if available, but not essential for registering the death:
Information
full
name and surname of the deceased
date
and place of death and usual address
marital
status (single, married, widowed or divorced)
date
and place of birth
occupation
of the deceased (if the deceased was a wife or widow, the full names
and occupation of her husband or deceased husband will be required)
if
the deceased was a child, the full names and occupation of the
father will be required, or where the parents are not married the
full names and occupation of the mother will be required
maiden
surname if the deceased was a woman who was married
the
name and address of the deceased's GP
details
of any pension apart from a state pension that the deceased may have
held
Other
documents/information, if relevant
organ
donor card
religion
Documents
needed in order to notify benefits/tax credits offices
correspondence
confirming payment to the deceased of benefits (normally Jobs and
Benefits offices), tax credits (HM Revenue & Customs) and/or
State Pension (Department for Work and Pensions)
Child
Benefit number (if relevant)
Documents
relating to a partner or relative
proof
of your relationship to the deceased (for example, marriage/civil
partnership or birth certificate, child's birth certificate naming
both parents)
your
social security card/National Insurance number if you will be
claiming/changing benefits
Documents/information
needed by the person sorting out the deceased's affairs
The
personal representative is the person formally responsible for
sorting out the deceased person's estate, paying any taxes and debts
and distributing the estate. They will need the following documents
(where relevant):
Documents
relating to the death
the
will, if there is one
death
certificate (often needed when requesting access to funds; it's best
to order at least two extra certified copies when registering the
death)
Savings/investments
related
bank
and building society account statements
investment
statements/share certificates
personal
or company pension account statements
Insurance
life
insurance documents (including mortgage cover)
general
insurance policies (for example, home, car, travel, medical)
State
pension/benefits
Amounts
owing by the deceased
mortgage
statement
credit
card statements
utility/
rates bills in the deceased's name
rental
agreements/statements (private or local authority)
other
outstanding bills
leases,
hire purchase agreements or similar (for example for equipment, car
or furniture)
educational
loan statements
any
other loan statements
Amounts
owed to the deceased
Property
Other
possessions
existing
valuations of property such as jewellery, paintings and similar
(though an up-to-date market valuation will be required)
any
existing inventories of property/possessions
safety
box deposit information
Employment
or self-employment
Business
related
Other
documents/information
The
following documents and information will be required by the personal
representative or close relative in order to contact relatives and
friends or to return documents to relevant organisations:
address
book/information listing close friends and relatives who will need
to be informed
passport
vehicle
registration documents if the deceased owned a car
driving
licence/parking permits/travel cards/Blue Badge for disabled parking
membership
cards or documents/correspondence showing membership of clubs,
associations, Trade Unions and similar
The
Bereavement Service
If
you need to report the death of someone receiving Social Security
benefits, you can do this by contacting The Bereavement Service.
The
Bereavement Service will:
record
the date of death and notify each office that paid benefit to the
deceased
offer
you an eligibility check, as you may be entitled to claim benefits
If
you are eligible to make a claim for Bereavement Benefits and/or a
Social Fund Funeral payment The Bereavement Service can take the
information for your application over the phone and forward this to
the relevant office.
Do
it online