Get the free Pre Need Itemization Statement - NYSFDA

Prearrangement Forms form is intended to initiate the preplanning process in your own space and time. Please provide us with your name and telephone number so that we may being making preparations

How to fill out pre need itemization statement

How to fill out pre need itemization statement

1. To fill out a pre need itemization statement, follow these steps:
2. Start by providing the necessary information about the deceased, such as their full name, date of birth, and date of death.
3. Specify the type of services or merchandise being purchased for the funeral or burial.
4. Include detailed descriptions of each item or service, along with the cost for each.
5. Total the costs for all items and services to calculate the subtotal.
6. Add any applicable taxes, fees, or surcharges to the subtotal.
7. If there are any discounts or deductions, subtract those from the total.
8. Calculate the final total by adding the subtotal with taxes/fees and subtracting any discounts.
9. Provide payment details, such as the payment method and any payment plans or installments.
10. Include any additional terms and conditions, if applicable.
11. Sign and date the pre need itemization statement.
12. Keep a copy for your records and provide a copy to the appropriate parties, such as the funeral home or cemetery.

Who needs pre need itemization statement?

1. Pre need itemization statements are typically needed by those who are planning and prepaying for their own funeral or burial expenses in advance.
2. It may also be required by funeral homes, cemeteries, or other institutions providing preneed services to ensure transparency and accurate record-keeping.
3. Funeral directors, funeral planning professionals, or individuals responsible for managing preneed arrangements may also need to use pre need itemization statements.

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What is pre need itemization statement?

A pre need itemization statement is a detailed document that outlines the specific goods and services that have been agreed upon in a pre-need contract, often related to funeral services or similar arrangements.

Who is required to file pre need itemization statement?

Funeral service providers and entities that offer pre-need contracts for funerals or related services are typically required to file a pre need itemization statement.

How to fill out pre need itemization statement?

To fill out a pre need itemization statement, one must provide detailed descriptions of the goods and services, their costs, the identification of the buyer and seller, and the terms of the contract.

What is the purpose of pre need itemization statement?

The purpose of a pre need itemization statement is to ensure transparency and provide a clear understanding of what has been purchased under a pre-need contract, helping consumers make informed decisions.

What information must be reported on pre need itemization statement?

The statement must report the items and services included in the contract, their individual costs, total contract price, buyer and seller's contact information, and any applicable terms and conditions.