FUNERAL PRE-PLANNING GUIDE

 

For

 

______________________________

 

 

 

 

 

TO MY FAMILY:

 

 

 

It is my wish to spare you as much anxiety, inconvenience and unnecessary expense as possible. The

instructions and information I have given in this book will make arrangements easier at the time of my

death. I realize that circumstances at the time may prevent you from following all of my wishes exactly,

but I am certain that you will still find my suggestions helpful.

 

 

 

When the need arises, present this booklet to our funeral director, who will assist you in completing the

final arrangements.

 

 

 

Signature _____________________________________________ Date_________________________________

 

 

 

 

 

 

 

PERSONAL INFORMATION

 

 

 

Full Name _______________________________________ Social Security Number _________________________

 

Date of Birth _______________________ Place of Birth ______________________________________________

 

Father’s Name _______________________________ Mother’s Maiden Name _____________________________

 

Education ____________________________________________________________________________________

 

____________________________________________________________________________________________

 

Marriage: To __________________________________________________ Date___________________________

 

 Place _______________________________________________________________________________

 

Places Lived __________________________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

Employment _________________________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

Civic, Fraternal and Other Involvement ____________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

Illinois Funeral Directors Association

 

215 S. Grand Avenue West

 

Springfield, IL 62704

 

800-240-4332, Fax 217-525-8342

 

www.ifda.org

 

If a Veteran, complete this information or attach copy of discharge:

 

Veteran of which war?__________________________________________________________________________

 

Service Number ______________________________ VA Claim Number _________________________________

 

Branch of service ___________________________________ Rank _____________________________________

 

Place of Enlistment _____________________________________ Date of Enlistment ________________________

 

Place of Discharge _____________________________________ Date of Discharge/Retirement________________

 

County in which my discharge is on file with Clerk or Registrar of Deeds _________________________________

 

 

 

IMPORTANT PAPERS AND DOCUMENTS

 

 

 

Document Location

 

 

 

Military Discharge ________________________________________________________________

 

Will ________________________________________________________________

 

Attorney ________________________________________________________________

 

Insurance Policies ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

Mortgage ________________________________________________________________

 

Birth Certificate ________________________________________________________________

 

Bank Account(s) (list name of depository and account number) ___________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

Stocks/Bonds ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

Safe Deposit Box ________________________________________________________________

 

Cemetery Deed ________________________________________________________________

 

Other ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 ________________________________________________________________

 

 

 

FUNERAL SERVICE DETAILS

 

When arranging for my funeral service, I would prefer the following:

 

Funeral Home ________________________________________________________________________________

 

Services held at ___________________________ Funeral Home or ________________________________Church.

 

Clergy ______________________________________________________________________________________

 

Music _______________________________________________________________________________________

 

Suggested names for pallbearers __________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

Other special requests __________________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

I have a preneed funeral trust established with __________________________________________ Funeral Home.

 

I have a funeral insurance policy with _____________________________________________ Insurance Company.

 

I have looked at caskets and would prefer ___________________________________________________________

 

I have looked at burial vaults and would prefer_______________________________________________________

 

I have considered a marker or monument and would prefer _____________________________________________

 

 

CEMETERY INFORMATION

 

 

 

Name of Cemetery __________________________ Location___________________________________________

 

I already own a cemetery lot: Lot ________________ Block ________________ Grave Number ______________

 

 

 

 

 

OTHER CONCERNS OR WISHES

 

 

 

 I would prefer to be cremated. Yes____ No____ Disposition of cremains? ______________________________

 

Donation of organs or body? Describe. ____________________________________________________________

 

Memorial(s) may be made to _____________________________________________________________________

 

Flowers _____________________________________________________________________________________

 

Other _______________________________________________________________________________________

 

____________________________________________________________________________________________

 

____________________________________________________________________________________________

 

 

PERSONS TO BE NOTIFIED IMMEDIATELY

 

 

 

 Name Relationship Address Phone

 

____________________________________________________________________________________________

 

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OTHER INFORMATION YOU WISH TO PROVIDE

 

____________________________________________________________________________________________

 

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YOUR FUNERAL DIRECTOR

 

 

 

Your funeral director should be consulted by your family immediately at time of death. He or she is a professional,

licensed by the State of Illinois. In order to obtain a state license as a funeral director, he or she had to meet the

educational requirements of the Illinois Funeral Directors and Embalmers Licensing Code. His or her professional

training and experience will be needed in order to carry out the service you have outlined in this Pre-Planning

Guide.

 

 

 

The funeral director will be consulted as to the time and place of service. He or she can assist in having the grave

opened, obtaining pallbearers and contacting clergy. He will arrange for newspaper notices to be published and can

help in procuring certified copies of the death certificate. He is also qualified to advise you about the Veterans

Burial Allowance and Social Security Benefits.

 

 

 

The funeral director will take care of the administrative work in the filing of the death certificate with the local

Registrar and obtaining copies of it, if needed, as well as obtaining a burial permit. If transfer is to be made to

another location for burial, he or she will arrange for transfer by auto, rail or air, and can advise your family as to the

most economical and best means of transfer. Your funeral director will be able to aid you in selection of a casket

and burial vault and can help in providing clothing if needed.