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Last Day Planner_NEW_PIC_2018

Social Security The

Social Security The Social Security Administration offers a variety of benefits. Call 1-800-772-1213 for help in calculating the dollar amounts below, and for complete details on all Social Security Benefits. A lump sum burial benefit of $255 may be payable to my spouse or children. Social Security may provide my spouse, ex-spouse, and/or children a monthly benefit of $ ________________ My Social Security number:_____________________________________________________ Spouses’ Social Security number:________________________________________________ Children’s Social Security numbers: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ To receive benefits you will need the following information: • A certified copy of the death certificate • The deceased’s Social Security number • Information on the deceased’s employer, and approximate earnings for the past two years, such as tax returns, or W-2’s • Your marriage certificate Social Security numbers and birth certificates for you and your dependent children NOTE: Order at least 15 death certificates. A separate certified death certificate will be needed for each insurance policy, and each asset, (i.e., real estate, stocks, bonds, mutual funds, bank accounts, etc.) The funeral director can order them for you. 20

Sources of Immediate Cash / Care of Dependent Children Sources of Immediate Cash During the period immediately following my death, the best sources for my family to obtain cash for immediate needs are as follows:___________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ During the period immediately following my spouse’s death, the best sources for me to obtain cash to meet the additional expenses are as follows:__________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Care of Dependent Children In the event my spouse and I both die while our children are young, the following arrangements have been made on their behalf (give name, relationship, address, and telephone number of guardian, and describe trust arrangements, if any): ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Or, my will contains the following guardianship designation and trust arrangement: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Or, no official arrangements have been made to date, but my spouse and I would hope that the following arrangements could be made:____________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ 21

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