When a Death Occurs

Because of the emotions with which a family is dealing at the time of a death, they may not know what information is needed as they proceed with the final arrangements for the loved one. In preparing to meet with the funeral director, the following information is necessary to complete the arrangements.

You will need:


  • The correct spelling of the full legal name of the deceased.
  • The legal address of the deceased at the time of death
  • The deceased’s birth date and city and state of birth
  • The correct spelling of the deceased’s parents’ names, including the mother’s maiden name
  • The deceased’s education level
  • The marital status of the deceased
  • Social Security number of the deceased
  • Military discharge papers of deceased
  • Occupation of the deceased
  • Life insurance policy(ies) of the deceased To assist in determining the number needed, death certificates are required for the following:
    • Insurance filing
    • Bank accounts
    • Department of Motor Vehicles
    • Wills
    • Trusts
    • Stocks/ CD’s
  • Number of death certificates needed
  • Name of clergy for the service, if there is to be a service
  • Information for any memorials to honor the deceased (church, hospice, library, organization, etc.)