| Documents or items which may be needed |
| Benefits/tax credits offices |
- Correspondence confirming payment to the deceased.
|
| Banks and building societies |
- Bank and building society account statements.
- Investment statements/share certificates.
- Personal or company pension account statements.
|
| Insurance |
- Life insurance documents (including mortgage cover).
- General insurance policies (home, travel, car, medical etc).
|
| State pension/benefits |
- Relevant correspondence or statements from Jobcentre Plus (for benefits) and/or The Pension
Service.
|
| Amounts owing by the deceased |
- Mortgage statement.
- Credit card statements.
- Utility/council tax bills in the deceased?s name.
- Rental agreements/statements (private or local authority).
- Other outstanding bills.
- Leases, hire purchase agreements or similar.
- Educational loan statements.
- Any other loan statements.
|
| Amounts owed to the deceased |
- Outstanding invoices if the deceased ran a business.
- Written/verbal evidence of other money owed to the deceased.
|
| Property |
- Property deeds or leases (main home and any other at home or abroad).
- Property keys.
|
| Other possessions |
- Existing valuations of property such as jewellery, paintings and similar (an up to date
valuation will be needed).
- Safety deposit box information.
|
| Employment or self employment |
- PAYE form P60 and latest payslips if the deceased was employed.
- Recent tax returns and tax calculation statements (if relevant).
|
| Business related |
- Company registration documents, accounts, tax and VAT returns if they had a
business.
|
| Other documents/information |
- Address book/information listing close friends and relatives who need to be informed.
- Passport.
- Vehicle registration documents if the deceased owned a car/motorbike.
- Driving licence/parking permits/travel cards.
- Membership cards or documents/correspondence showing membership of clubs, associations, Trade Unions etc.
|
Egg Home > Help > Bereavement > Things you might need > 
