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 ____________________________________________________________________________________
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Marriage: To __________________________________________________ Date___________________________
Place _______________________________________________________________________________
Places Lived __________________________________________________________________________________
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Employment _________________________________________________________________________________
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Civic, Fraternal and Other Involvement ____________________________________________________________
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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 ________________________________________________________________
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Mortgage ________________________________________________________________
Birth Certificate ________________________________________________________________
Bank Account(s) (list name of depository and account number) ___________________________
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Stocks/Bonds ________________________________________________________________
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Safe Deposit Box ________________________________________________________________
Cemetery Deed ________________________________________________________________
Other ________________________________________________________________
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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 __________________________________________________________________
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Other special requests __________________________________________________________________________
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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 _______________________________________________________________________________________
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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.