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equity compensation plan
statements
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Street Smithfield RI
statements stock options
service LLC Member
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About Interesting Posts
Interesting documents about a variety of subjects from around the world. Posted on
edocr
.
Contact
equity compensation plan
statements
Insurance policy Contact
Tax advice Consult
Street Smithfield RI
statements stock options
service LLC Member
Salem Street Smithfield
plan statements stock
Member NYSE SIPC
LLC Member NYSE
Health Insurance policy
Fidelity brokerage service
Employer equity compensation
documents
compensation plan statements
brokerage service LLC
account
Checklist: Losing a loved one Original copy of death certificate Will Property deeds, titles, and documentation Divorce or child support documents Military discharge papers Insurance policies Trust documents Social Security numbers (yours and the deceased's) Marriage certificate Birth certificates of minor children Credit card account numbers and statements Certificates of deposit Real estate deeds Mortgage and other loan statements Retirement account statements (IRAs, 401(k)s, pension plans) Nonretirement account statements (brokerage, mutual fund, annuities, etc.) Current bank statements Employer equity compensation plan statements (stock options or restricted stock) Health insurance policies Household budget documents (utility and service bills) Employer equity compensation plan statements (stock options or restricted stock) Beneficiary information on financial accounts and insurance Tax records Vehicle records including titles and loan documents Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2021 FMR LLC. All rights reserved 909963.2.0 Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Records to gather and review Please accept our sincere condolences on your loss. We understand this may be a difficult and overwhelming time, particularly with so much to deal with over the coming days and weeks. To help you get organized, we’ve created this checklist to help you gather documents and keep track of all the little things that need to be done. Not everything here will apply to your situation, so use this as a guide. And remember, we’re here to help. Fidelity has additional resources to support you through this and other complex life events. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2021 FMR LLC. All rights reserved 909963.2.0 Steps to consider in the first 2 weeks Find the will and submit to probate Locate trust documents and insurance policies Contact attorney, financial advisor, and tax advisor Get legal and tax advice for your own personal situation Forward mail Contact the Social Security Administration Contact employer about benefits and workplace savings plans; if there is an equity compensation plan ask about time-sensitive elements Ask the employer about continuing medical benefits For private health insurance policies, contact the insurance company to remove your loved one from a family policy, buy a new policy, or cancel the policy Contact Medicare If there are minor children, notify their school Steps to consider in months 1–3 Pay special attention to IRAs Notify banks, brokerages, and other financial institutions Contact credit card companies The executor may need to open a bank account for the estate Contact other lenders, for instance if there is a car loan Contact insurance companies, including life insurance, home, auto, and personal property Notify the 3 credit bureaus Contact the mortgage company, if applicable Cancel memberships, subscriptions, and services The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.