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March 2020

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Beneficiary Checklist

After the death of a loved one, many people find themselves overwhelmed with the tasks to complete.  SBCERA has created this checklist to assist survivors with various issues that they may need to address. This checklist is only informational. It is not intended to be a definitive list of all matters of immediate concern upon death.  Print and keep a copy of this checklist for your survivors’ records. You may also want to add account information and the contact person, address, email and/or phone number for all applicable institutions mentioned.

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