Get the free Pre-Need Planning Form

Printed Planning Form Please print this form and mail or fax it to Bolton and Lunsford Funeral Home. My full name Email address My maiden name (if applicable) Mailing addressAddr1 Addr2 City, ST Update

How to fill out pre-need planning form

How to fill out pre-need planning form

1. Start by gathering all the necessary personal information and documents, such as your full name, date of birth, and social security number.
2. Carefully read and understand the instructions provided on the pre-need planning form.
3. Begin filling out the form by entering your personal information in the designated fields.
4. Provide details about the desired funeral or memorial arrangements, including preferences regarding burial or cremation, location, type of service, etc.
5. If applicable, indicate any specific requests or instructions for the disposal of remains, such as organ donation or use for scientific research.
6. Specify any preferred funeral service providers or cemetery choices, if known.
7. Consider listing any special wishes or preferences for the funeral or memorial service, such as music, readings, or specific rituals.
8. If desired, include personal messages or dedications for inclusion in the funeral or memorial service.
9. Review the completed form for any errors or omissions, ensuring all information is accurate and up to date.
10. Sign and date the form to make it legally binding, and consider having it witnessed or notarized for additional verification.
11. Make copies of the filled out form for your records and inform a trusted family member or friend about its existence and location.

Who needs pre-need planning form?

1. Anyone who wants to responsibly plan and document their funeral or memorial arrangements ahead of time can benefit from the pre-need planning form.
2. It is particularly useful for individuals who want to ensure their wishes are known and respected, and who want to relieve their loved ones from the burden of making difficult decisions during a time of grief.
3. Pre-need planning is often considered by elderly individuals, those with terminal illnesses, or anyone who wants to have control over their own funeral arrangements.

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What is pre-need planning form?

Pre-need planning form is a document that allows individuals to make decisions about their funeral arrangements and related expenses in advance.

Who is required to file pre-need planning form?

Individuals who wish to plan and pay for their funeral expenses in advance are required to file a pre-need planning form.

How to fill out pre-need planning form?

To fill out a pre-need planning form, individuals can contact a funeral home or provider that offers pre-need planning services. They will guide them through the process of selecting funeral options and making payment arrangements.

What is the purpose of pre-need planning form?

The purpose of a pre-need planning form is to allow individuals to specify their funeral preferences and make financial arrangements in advance, easing the burden on their loved ones when the time comes.

What information must be reported on pre-need planning form?

The pre-need planning form typically includes information such as the individual's preferred funeral services, burial or cremation preferences, desired merchandise (e.g. casket, urn), and payment information.