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Pre-Planning Form

This form is provided as a service to assist you in recording funeral preferences for yourself or a loved one. The information is needed for the various legal, media and service needs that arise following a death. Once you have filled in the information you may:

  • Press the Print/Submit button at the end of the form to send us the information
  • Press the Print/Submit button at the end of the form and then print the information and place it with your important papers

Once we receive this information, we will keep it on file and send you a letter (or email) of confirmation. You may contact us at any time if you have any questions or changes to make to your plan.

If you wish, you may set up an appointment for one of our funeral directors to meet with you and complete the pre-payment portion of these pre-arrangements (see Contact Us).

Personal Information

First Name:
Middle Name:
Last Name:
Maiden Name:
Gender: Male  Female
Address:
City:  State:  Zip Code:
Phone Number:
Email:
Date of Birth:
Place of Birth:
Father's Name:
Mother's Maiden Name:
Nationality:
Marital Status:
Date of Marriage:
Place of Marriage:
Spouse's Name
(Maiden Name):
Social Security Number:
Residence History:
Church Membership:
Memberships and
Activities:
Hobbies/Interests
 
 

Work and Education

Education:   School: 
College:          School: 
Occupation:
Type of Business:
Name of Company:
 
 

Military Record

Branch of Services:
Serial Number: 
Date Enlisted:
Rank at Discharge:  
Date of Discharge:
Discharge on File At:
Military Outfit:
Name of Wars:
Commendations of
Medals Received:
 
 

Funeral Service Information

Service Option Desired: Traditional Funeral Service
Traditional Funeral with Cremation Following
Cremation with Memorial Service
Immediate Cremation With No Memorial Service
Place of Service:
Person to Officiate:
Religious Denomination:
Organist and Soloist
Preferred:
Favorite Musical Selections:
Favorite Bible Passage,
Poem, Etc.
Casket Bearers
(with phone #'s)
1. 

2. 

3. 

4. 

5. 

6. 

Alternate:
Special Services/Ceremonies
(Fratermal, Military, etc.)
Name of Cemetery:
City:    State: 
Grave Location:
Other Funeral Instructions:
Memorial/Donations
to Charity:
Whom in Charge:
 
 

Family Members Surviving

Spouse/Loved One:
Mother:
Father:
Children:
Number of Grandchildren:
Number of Great
Grandchildren:
Additional Family
Members:
Preceded in Death:
 
 

Person in Charge of Final Arrangements

Name:
Relationship:
Address:
City:     State:   
Daytime Phone #:
Evening Phone #:
Last Will Location:
Other Questions
or Comments:
 
 

Please Select any of the Following Options:

   Send me information about pre-payment
   Contact me to set an appointment
   Keep my information on file

     

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