Monday, February 9, 2009
We come to the end
This post today, includes the final two sections in my “Upon My Death” guide. I hope that this guide has been of benefit to you in some small way.
#14...Part 4....Miscellaneous Things To Do
Upon My Death name ______________________
Date prepared ______________________
Part 4…MISCELLANEOUS THINGS TO DO AFTER THE URGENT THINGS
THE FOLLOWING ARE ALSO IMPORTANT THINGS TO TAKE CARE OF…. ALONG WITH MY BELONGINGS…
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
* All my current bills are located in _____________________. You will need to pay them out of my checking account, as well as any other bills that come within weeks or so after my death.
* I pay quarterly estimated tax to IRS. The estimated tax vouchers are located in _________________________. After my death, at tax time, you will have to file a final time (for me) and declare my death. Any money owing will have to be paid … any money refunded will go equally to all my five children. I have tried to keep a running log for tax time so it will be easy for you to file for me and know what to report and what to claim as itemized deductions. This log is located in ________________________.
Please call my income tax preparer and have him do my taxes for you…he has records of past years he did for me and will help you know what to claim. His name is: __________________, phone ________________ Ask him about filing for me and where a refund check will go.
* I have a storage unit….you will have to keep paying the monthly rent until the unit is empty. It is __________________ Storage, at $ ______________ a month. Unit # ______________, phone __________________.
* I have the following subscriptions and memberships which you need to call and cancel:
____________________________, phone ______________________
____________________________, phone ______________________
____________________________, phone ______________________
When you call, they will stop the subscriptions and memberships and maybe will send you a refund of any issues left for the subscription year. Other places might send a renewal notice for something or other……of course throw it away and things will stop.
* Please, Please delete from my computer, all the personal and legal stuff I have on it (when you no longer need the information). Also empty the recycle bin on my computers desktop after you have deleted these files. ALSO….delete any personal and legal stuff that I have on my flash drives and external hard drive unit.
* Located in ______________________, there is a black metal box. Under the top tray are various envelopes containing money for different expenditures that I have. I would put money into each envelope each month (sometimes) until I needed it.
* Located in ________________, I have kept 2 plastic containers filled with quarters I was saving.
* Give the title to my vehicles to the persons that I have left the vehicles to (either stated in my will, or their name is on the title, along with mine.
* All my genealogy files, notebooks, floppy disks, CD's, and computer files (all pertaining to our family’s genealogy) are a very PRECIOUS THING. They should be kept and someone is to continue where I left off. These records should be handed down from generation to generation within our own family ---given to someone who WILL work on genealogy. Please keep them safe and protected.
* I have also left my “Journal” and my “Life History” writings and those of family members. There are photo albums of ancestors and memento albums from my life These things are also considered a treasured thing to have. They will tell about me and my life to my future generations. I would have given anything to have information like this about my parents and grandparents. Please keep them safe and protected.
* I have many, many books…..give them to anyone in the family who wants them (or donate them to the public library or to Deseret Industries.
THE ONLY EXCEPTION IS…….MY GENEALOGY BOOKS, TAPES, VIDEOS SHOULD GO TO THE PERSON IN OUR FAMILY WHO WILL BE DOING GENEALOGY.
The following is a list of my possessions….and who I would like to have them:
* Pertaining to all the family heirlooms from our family on both sides, which are located in __________________________, or on display around my home (they should all have description papers clipped to them or something written on the back or bottom)…. ….Please give them to __________________________________. After my death, put some of my things in the collection.
* BEFORE GETTING RID OF WALL PICTURES, KNICK-KNACK ITEMS, ETC.….CHECK THE BACK OR BOTTOM OF THEM FIRST, FOR ANY NOTATION OF THEM BELONGING TO AN ANCESTOR……..THESE YOU NEED TO KEEP AND PUT WITH THE HEIRLOOM COLLECTION.
I only hope that any talent or creativity or interest, that I might have been blessed with….and which I had produced something from…..might be of benefit to my family or someone else, to help them in their life. I would like to think that my existence and journey on earth touched and made a difference in some people’s life.
All that I have……all that I was blessed with….. I acknowledge from the hand of the Lord.
My greatest treasure upon this earth….and into the eternities…..are my wonderful sweet children and grandchildren. I love you all…. with all my heart. I love and appreciate all my other family members…how choice you all are!
Till we hug again, on the other side....
All my love,
_________________________________
Date prepared ______________________
Part 4…MISCELLANEOUS THINGS TO DO AFTER THE URGENT THINGS
THE FOLLOWING ARE ALSO IMPORTANT THINGS TO TAKE CARE OF…. ALONG WITH MY BELONGINGS…
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
* All my current bills are located in _____________________. You will need to pay them out of my checking account, as well as any other bills that come within weeks or so after my death.
* I pay quarterly estimated tax to IRS. The estimated tax vouchers are located in _________________________. After my death, at tax time, you will have to file a final time (for me) and declare my death. Any money owing will have to be paid … any money refunded will go equally to all my five children. I have tried to keep a running log for tax time so it will be easy for you to file for me and know what to report and what to claim as itemized deductions. This log is located in ________________________.
Please call my income tax preparer and have him do my taxes for you…he has records of past years he did for me and will help you know what to claim. His name is: __________________, phone ________________ Ask him about filing for me and where a refund check will go.
* I have a storage unit….you will have to keep paying the monthly rent until the unit is empty. It is __________________ Storage, at $ ______________ a month. Unit # ______________, phone __________________.
* I have the following subscriptions and memberships which you need to call and cancel:
____________________________, phone ______________________
____________________________, phone ______________________
____________________________, phone ______________________
When you call, they will stop the subscriptions and memberships and maybe will send you a refund of any issues left for the subscription year. Other places might send a renewal notice for something or other……of course throw it away and things will stop.
* Please, Please delete from my computer, all the personal and legal stuff I have on it (when you no longer need the information). Also empty the recycle bin on my computers desktop after you have deleted these files. ALSO….delete any personal and legal stuff that I have on my flash drives and external hard drive unit.
* Located in ______________________, there is a black metal box. Under the top tray are various envelopes containing money for different expenditures that I have. I would put money into each envelope each month (sometimes) until I needed it.
* Located in ________________, I have kept 2 plastic containers filled with quarters I was saving.
* Give the title to my vehicles to the persons that I have left the vehicles to (either stated in my will, or their name is on the title, along with mine.
* All my genealogy files, notebooks, floppy disks, CD's, and computer files (all pertaining to our family’s genealogy) are a very PRECIOUS THING. They should be kept and someone is to continue where I left off. These records should be handed down from generation to generation within our own family ---given to someone who WILL work on genealogy. Please keep them safe and protected.
* I have also left my “Journal” and my “Life History” writings and those of family members. There are photo albums of ancestors and memento albums from my life These things are also considered a treasured thing to have. They will tell about me and my life to my future generations. I would have given anything to have information like this about my parents and grandparents. Please keep them safe and protected.
* I have many, many books…..give them to anyone in the family who wants them (or donate them to the public library or to Deseret Industries.
THE ONLY EXCEPTION IS…….MY GENEALOGY BOOKS, TAPES, VIDEOS SHOULD GO TO THE PERSON IN OUR FAMILY WHO WILL BE DOING GENEALOGY.
The following is a list of my possessions….and who I would like to have them:
* Pertaining to all the family heirlooms from our family on both sides, which are located in __________________________, or on display around my home (they should all have description papers clipped to them or something written on the back or bottom)…. ….Please give them to __________________________________. After my death, put some of my things in the collection.
* BEFORE GETTING RID OF WALL PICTURES, KNICK-KNACK ITEMS, ETC.….CHECK THE BACK OR BOTTOM OF THEM FIRST, FOR ANY NOTATION OF THEM BELONGING TO AN ANCESTOR……..THESE YOU NEED TO KEEP AND PUT WITH THE HEIRLOOM COLLECTION.
I only hope that any talent or creativity or interest, that I might have been blessed with….and which I had produced something from…..might be of benefit to my family or someone else, to help them in their life. I would like to think that my existence and journey on earth touched and made a difference in some people’s life.
All that I have……all that I was blessed with….. I acknowledge from the hand of the Lord.
My greatest treasure upon this earth….and into the eternities…..are my wonderful sweet children and grandchildren. I love you all…. with all my heart. I love and appreciate all my other family members…how choice you all are!
Till we hug again, on the other side....
All my love,
_________________________________
#13...Part 3...Urgent To Do
Upon My Death name ____________________
Date prepared ___________________
Part 3…URGENT TO DO
THE FOLLOWING THINGS ARE URGENT TO DO RIGHT AFTER THE FUNERAL.…THEY INVOLVE CALLING COMPANIES TO STOP AUTOMATIC WITHDRAWAL PAYMENTS FROM MY CHECKINGACCOUNT….OR…STOPPING ELECTRONIC DEPOSITS TO MY CHECKING. It also involves stopping services such as phone companies, etc.
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
My Social Security # is________________________
* I am not sure, but I think you might be able to collect a “lump sum death benefit” on me from Social Security. It is about $255. Call the local Social Security Administration office for information. You will need a copy of my death certificate and maybe other ID.
* Call to stop the Pension payments I get. They automatically deposit it into my checking account around the 2nd of each month. Depending on the part of the month I die, you might have to give that month’s payment back to them (so don’t spend any of it until you are sure). Contact the _________________ company, phone ___________________,
Office address is________________. Pension Plan # (or group annuity contract #)___________________.
* Call to stop the Social Security payments I get. They automatically deposit into my checking account around the 3rd of each month. Also, depending on the part of the month I die, you might have to give that month’s payment back to them (so don’t spend any of it until you are sure). The claim # is _________________________. Call the local Social Security Office. AGAIN, THE MORTUARY MIGHT NOTIFY THE SOCIAL SECURITY ADMINISTRATION AS A MATTER OF PROCEDURE. CHECK WITH the Mortuary.
* When I turned 65, I qualified for Medicare. The government takes a certain amount out of my Social Security check (towards the medical part) before it is deposited into my checking each month. (You don’t have to do anything about this, as it will all cancel when Social Security is informed of my death). Medicare pays 80% of approved medical bills.
* I also have a Medicare supplement policy with _______________________ company, that pays the 20% that Medicare does not pay, towards my medical and Dr. bills. The company automatically takes the premium out of my checking account about the 10th of each month. Call them to stop the automatic withdrawal. My agents name is________________. Phone __________________. My policy # is: _____________________.
* I also have a “Long-Term Care” policy that will pay for me to be in an assisted living place, or a nursing home. It is through ____________________ company. My Agents name is _________________, phone ________________. Policy # _____________________. The company automatically takes the premium out of my checking account about the 17th of each month. If I am NOT living in one of these facilities at the time of my death….then call my agent and have him stop the automatic withdrawal of premium from my account. If I AM in one of these places when I die, then my policy will have kicked in and the company is paying for my stay there and my premiums will have automatically stopped at that point. Then you only need to call my agent to let him know of my death so that the Company can stop payment to the facility.
* Cancel my vehicle insurance with __________________ company. My agent is _________________, phone ____________. They automatically take the premium out EACH month around the 6th, from my checking account. Depending on when I die and when they take premium out, there might be a refund to you (if you call them soon enough). Everyone who inherits my vehicles will then have to insure them with their own companies.
* The following, is the name and make of my vehicles and the policy # for each:
vehicle______________________ policy #___________________________
vehicle ______________________ policy # __________________________
* Call and cancel my phone services: company: _____________, phone ____________, account #_______________ Tell them to send the final bill to your address, and then pay it out of my checking account.
* Call and cancel my Internet Service Provider, which is _____________ company, phone ______________, customer # _____________________.
* I have a “Medicare Part D” Prescription Drug Plan through the_________________company, member ID # ____________________. They take an automatic withdrawal from my checking account about the 10th of each month for the premium amount. You will need to call them right away and have the withdrawal premium stopped. The customer service phone # is ____________________. My prescription Drug card is located in ______________.
Date prepared ___________________
Part 3…URGENT TO DO
THE FOLLOWING THINGS ARE URGENT TO DO RIGHT AFTER THE FUNERAL.…THEY INVOLVE CALLING COMPANIES TO STOP AUTOMATIC WITHDRAWAL PAYMENTS FROM MY CHECKINGACCOUNT….OR…STOPPING ELECTRONIC DEPOSITS TO MY CHECKING. It also involves stopping services such as phone companies, etc.
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
My Social Security # is________________________
* I am not sure, but I think you might be able to collect a “lump sum death benefit” on me from Social Security. It is about $255. Call the local Social Security Administration office for information. You will need a copy of my death certificate and maybe other ID.
* Call to stop the Pension payments I get. They automatically deposit it into my checking account around the 2nd of each month. Depending on the part of the month I die, you might have to give that month’s payment back to them (so don’t spend any of it until you are sure). Contact the _________________ company, phone ___________________,
Office address is________________. Pension Plan # (or group annuity contract #)___________________.
* Call to stop the Social Security payments I get. They automatically deposit into my checking account around the 3rd of each month. Also, depending on the part of the month I die, you might have to give that month’s payment back to them (so don’t spend any of it until you are sure). The claim # is _________________________. Call the local Social Security Office. AGAIN, THE MORTUARY MIGHT NOTIFY THE SOCIAL SECURITY ADMINISTRATION AS A MATTER OF PROCEDURE. CHECK WITH the Mortuary.
* When I turned 65, I qualified for Medicare. The government takes a certain amount out of my Social Security check (towards the medical part) before it is deposited into my checking each month. (You don’t have to do anything about this, as it will all cancel when Social Security is informed of my death). Medicare pays 80% of approved medical bills.
* I also have a Medicare supplement policy with _______________________ company, that pays the 20% that Medicare does not pay, towards my medical and Dr. bills. The company automatically takes the premium out of my checking account about the 10th of each month. Call them to stop the automatic withdrawal. My agents name is________________. Phone __________________. My policy # is: _____________________.
* I also have a “Long-Term Care” policy that will pay for me to be in an assisted living place, or a nursing home. It is through ____________________ company. My Agents name is _________________, phone ________________. Policy # _____________________. The company automatically takes the premium out of my checking account about the 17th of each month. If I am NOT living in one of these facilities at the time of my death….then call my agent and have him stop the automatic withdrawal of premium from my account. If I AM in one of these places when I die, then my policy will have kicked in and the company is paying for my stay there and my premiums will have automatically stopped at that point. Then you only need to call my agent to let him know of my death so that the Company can stop payment to the facility.
* Cancel my vehicle insurance with __________________ company. My agent is _________________, phone ____________. They automatically take the premium out EACH month around the 6th, from my checking account. Depending on when I die and when they take premium out, there might be a refund to you (if you call them soon enough). Everyone who inherits my vehicles will then have to insure them with their own companies.
* The following, is the name and make of my vehicles and the policy # for each:
vehicle______________________ policy #___________________________
vehicle ______________________ policy # __________________________
* Call and cancel my phone services: company: _____________, phone ____________, account #_______________ Tell them to send the final bill to your address, and then pay it out of my checking account.
* Call and cancel my Internet Service Provider, which is _____________ company, phone ______________, customer # _____________________.
* I have a “Medicare Part D” Prescription Drug Plan through the_________________company, member ID # ____________________. They take an automatic withdrawal from my checking account about the 10th of each month for the premium amount. You will need to call them right away and have the withdrawal premium stopped. The customer service phone # is ____________________. My prescription Drug card is located in ______________.
Monday, January 12, 2009
#12...Part 2, Immediate Financial Things
Upon My Death
Name:________________________
Date prepared_______________
Part 2... IMMEDIATE FINANCIAL THINGS
THE FOLLOWING THINGS ARE FINANCIAL AND HAVE BENEFICIARIES…..SO TAKE CARE OF AS SOON AS YOU RECEIVE DEATH CERTIFICATES FROM THE MORTUARY (Order one certificate for each of you children and about 3 or more for financial and insurance purposes)
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
My date of birth: ______________
Place of birth: _________________
My Social Security # is:__________________________
* All my important papers are in the _________________________________ (my will, insurance policies, etc.).
* My checking accounts and savings accounts are with_______________________ Bank.
* First, pay all my final bills with the money that is in my checking account. This may take a couple of weeks before the companies send a final bill, you pay it, and it clears the bank. I may have Hospital and Doctor bills, too, depending on my condition at time of death and what Medicare and my Medicare supplement did not pay. If there is not sufficient money in the checking account to cover bills, the remainder will have to come out of other accounts/policies I have.
* My ____________Bank checking account # is: _____________; _________________ is the second owner of the account so he/she can pay any of my bills from it,) The checkbook is located in____________________. More blank checks are located in ________________________.
Note: Any money left over in this checking account, after you are sure all bills are paid, I would like to have divided between my children.
* I have a “Savings” account at ________________ Bank. Account # ____________________ Each month, around the 5th, they automatically take $75.00 out of my main checking account and put it into this savings account. ________________ is the beneficiary.
* My IRA Annuity Policy # is: __________________ It is with _____________________ company, office address is ___________________________. My agents name is ______________, phone ___________. He will instruct you as to what to do.
* My Annuity Policy # is: ____________________ It is with ___________________ company, office address is ___________________. My agents name is ____________, phone _________________.
* There will most likely NOT be an inheritance tax any family member needs to pay on any money left to them. I was told it is only involved in when there is an amount of about one million dollars.
* I have a life insurance policy with _____________________ company. Policy # ________________________. Address ______________________. Phone __________________. My agents name is ___________________. ; ____________ is the beneficiary of the policy because he/she will take the money and use it to pay for all of my Funeral expenses). You will need to send the insurance company an original copy of my death certificate and also my contract (I think). Call them right away and they will instruct you.
NOTE: any money left over from this policy after paying my funeral expenses, I would like to have divided up and an equal portion going to each of my grandchildren.
Name:________________________
Date prepared_______________
Part 2... IMMEDIATE FINANCIAL THINGS
THE FOLLOWING THINGS ARE FINANCIAL AND HAVE BENEFICIARIES…..SO TAKE CARE OF AS SOON AS YOU RECEIVE DEATH CERTIFICATES FROM THE MORTUARY (Order one certificate for each of you children and about 3 or more for financial and insurance purposes)
NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.
My date of birth: ______________
Place of birth: _________________
My Social Security # is:__________________________
* All my important papers are in the _________________________________ (my will, insurance policies, etc.).
* My checking accounts and savings accounts are with_______________________ Bank.
* First, pay all my final bills with the money that is in my checking account. This may take a couple of weeks before the companies send a final bill, you pay it, and it clears the bank. I may have Hospital and Doctor bills, too, depending on my condition at time of death and what Medicare and my Medicare supplement did not pay. If there is not sufficient money in the checking account to cover bills, the remainder will have to come out of other accounts/policies I have.
* My ____________Bank checking account # is: _____________; _________________ is the second owner of the account so he/she can pay any of my bills from it,) The checkbook is located in____________________. More blank checks are located in ________________________.
Note: Any money left over in this checking account, after you are sure all bills are paid, I would like to have divided between my children.
* I have a “Savings” account at ________________ Bank. Account # ____________________ Each month, around the 5th, they automatically take $75.00 out of my main checking account and put it into this savings account. ________________ is the beneficiary.
* My IRA Annuity Policy # is: __________________ It is with _____________________ company, office address is ___________________________. My agents name is ______________, phone ___________. He will instruct you as to what to do.
* My Annuity Policy # is: ____________________ It is with ___________________ company, office address is ___________________. My agents name is ____________, phone _________________.
* There will most likely NOT be an inheritance tax any family member needs to pay on any money left to them. I was told it is only involved in when there is an amount of about one million dollars.
* I have a life insurance policy with _____________________ company. Policy # ________________________. Address ______________________. Phone __________________. My agents name is ___________________. ; ____________ is the beneficiary of the policy because he/she will take the money and use it to pay for all of my Funeral expenses). You will need to send the insurance company an original copy of my death certificate and also my contract (I think). Call them right away and they will instruct you.
NOTE: any money left over from this policy after paying my funeral expenses, I would like to have divided up and an equal portion going to each of my grandchildren.
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