Certified Death Certificates:

Certified copies of the death certificate may be required for the following transactions:

  1. The transfer of an individual CHECKING ACCOUNT or a "joint" checking account if it is in the name of more than one person without "or" or "and/or" appearing in the account's ownership.
  2. Transfer of an individual SAVINGS ACCOUNT or a "joint" savings account if it is not an "or" account.
  3. Transfer of an individual SAFE DEPOSIT BOX or a safe deposit box in the name of other parties unless the ownership is taken as "or."
  4. Transfer of each TITLE OF REAL ESTATE OWNERSHIP. This applies to property with the title taken as "Joint Tenancy with the Right of Survivorship."
  5. Transfer of each TITLE OF OWNERSHIP for all registered motor vehicles. (Multiple names on the title does not apply if the words "or" or "and/or" appear on the title between the names of the registered owners.)
  6. One for each LIFE INSURANCE POLICY claim. (If there are multiple policies with one single company, a separate Certified Copy of the Death Certificate may be required for each policy number.)
  7. One for each claim for BURIAL OR FUNERAL INSURANCE POLICY.
  8. One for each death benefit claim from a UNION.
  9. Transfer of ownership of STOCK. One for each transaction if the stock is sold or transferred separately.
  10. Transfer or redemption of BONDS.
  11. Transfer or redemption of TREASURY BILLS (T-BILLS).
  12. Transfer or redemption of CERTIFICATES OF DEPOSIT (CDs).
  13. Transfer or redemption of MONEY MARKET ACCOUNTS.
  14. To "roll over" an IRA ACCOUNT.
  15. Federal and state INCOME TAX RETURNS.

Certified copies of the death certificate are not required to claim Social Security "Lump Sum Death Benefits" or to apply for "Survivor Benefits." Only a "Verification Of Death" is required. Beddingfield Funeral Service will automatically supply this at no charge.


Copyright © 2011 - 2017
Beddingfield Funeral Service
4323 Moorpark Ave Ste C
San Jose CA 95129
Tel: 408-777-8100
FD1999