Executor to determine Pensions

Executor to determine Pensions

q There are no pension plans.

q I have contacted the following pension plans.

q I have delivered the death certificate.

Pension source:           

Name of payor:           

Phone:                 Fax:      

Address:          

           

E-mail:                Website:  

Pension ID #:  

q There are benefits to survivors under this plan.

q There are no benefits to survivors under this plan.

Pension source:           

Name of payor:           

Phone:                 Fax:      

Address:          

           

E-mail:                Website:  

Pension ID #:  

q There are benefits to survivors under this plan.

q There are no benefits to survivors under this plan.

Source ABA/AARP Checklist for Family Survivors

Executor to do