Tab #9: Miscellaneous Documents and Information

What’s Behind this Tab:

1. Funeral contract/policy (check if included)

2. Burial/funeral instructions (check if included)

3. Beneficiary designations (retirement plans) (check if included)

4. Payable on death designations (bank and brokerage accounts) (check if included)

5. Birth certificate (check if included)

6. Marriage certificate (check if included)

7. Death certificate (check if included)

8. Divorce papers (check if included)

9. Armed Forces discharge papers (check if included)

10.  Articles:

                  Funerals: A Consumer Guide

Other Documents (list below, if any):