Tuesday, April 17, 2018

List of Contacts

In a small (4x6) notebook I recorded who I talked to and the date, when paperwork was mailed, and when checks were received.  It was easy to carry it with me and I had all the information when I needed to call again as I had to do.

I contacted the following:

the school where I work
insurance companies (we had more than one)
the NEA (an organization for teachers)
Social Security
Office of Retirement Services
My health insurance company
My husbands school where he worked
The Secretary of State
MEA (another organization for teachers)
My banks (we have two)
My husbands school loan company
Financial Adviser
Credit Card companies
About the loan on our truck
Asuncion Point
Cigna (life insurance)
Mortgage Company
A lawyer about our wills
The school board and our church with files and paperwork of Steve's
Utility companies (water, gas, TV/internet, electricity)

After four months I think I have contacted all of the places and filed the necessary paperwork with them. I kept photocopies of all of the documents I sent. I even copied the envelopes and then added the date on the copy. I had a large basket that anything related to Steve and his passing.

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