Funeral Planning Guide

Memorial Instructions

(please print)

NAME

First_______________________Middle_____________Last_______________________

Nickname________________________Maiden Name____________________________

Social Security Number______________________Home Phone____________________

Business Phone_____________________________Other__________________________

 

ADDRESS

Street___________________________County___________City____________________

Resident Since____________________Previous City & State_______________________

In city since_________County_________State since_________Country since__________

PERSONAL INFORMATION

Birth Date__________________Birth Place_____________________Sex: M____F____

Nationality/Citizenship__________________High School Completed________________

Employed by (or retired from)________________________________________________

Job Title_________________________________________________________________

Marital Status___________________Date____________Location___________________

Spouse's Name___________________________________________________________

Name of father_______________________Maiden Name of mother_________________

Father's birthplace____________________Mothers birthplace______________________

Father's address______________________Mother's address________________________

 

If a Veteran, Please Complete the Following:

Branch of Service___________________________Serial Number___________________

Rank at time of discharge_____________________Discharge date/location___________

 

Memberships (union, fraternal, business, etc.)

_________________________________________________________________________

_____________________________________________________________________

Religious affiliation________________________________________________________

_______________________________________________________________________

ESTATE/FINANCIAL INFORMATION

Do you have a living will or trust? Yes____No____Location_______________________

Attorney/POA:___________________________________________________________

Banks___________________________________________________________________

_______________________________________________________________________

CD's Annuities___________________________________________________________

Life Insurance___________________________Policy No._________________________

Health Insurance_________________________Policy No._________________________

Hospital________________________________Phone____________________________

Physician_______________________________Phone____________________________


FUNERAL INSTRUCTIONS

Preferred Funeral Home_____________________________Phone__________________

Church Preference_________________________________Phone___________________

Officiant________________________________________Phone___________________

Disposition Preference: Burial______Cremation______Deliver______

Family Pick-up______Ship______Hold______Other_____________________________

Service to be held at: Mortuary______________________Church__________________

Chapel________________________________Graveside__________________________

Friends calling: Yes______No______Casket: Opened______ Closed______

Participating fraternal, military or service organizations: ___________________________

_______________________________________________________________________

Obituary: Yes____No____ Newspapers:_______________________________________

Pallbearers to be selected by:_________________________________________________

Casket: ________________________________Vault____________________________

Flowers (type)____________________________________________________________

Favorite literature or religious passage/verse:____________________________________

Specific requests to be performed at service: ____________________________________

_______________________________________________________________________

Contributions:____________________________________________________________

Flag (if veteran) Folded______ Draped ______ Given to _________________________

Specific clothing__________________________________________________________

Glasses?__________ Jewelry?_________________________________

Cemetery property owned: Yes_____No ______ Cemetery_________________________

Location: Space ________ Lot ________ Vault ________ Marker________

City____________________________________________State____________________

Cremation: Niche ________ Urn ________ Urn vault ________

Additional Instructions: ____________________________________________________

_______________________________________________________________________

_______________________________________________________________________

The preceding information represents my personal wishes and desires for the purpose of assisting my family in making funeral and burial arrangements at the time of need. As of this date, I would prefer that my family spend $___________ for my funeral and burial arrangements.

 

Signature________________________________________Date____________________

Counselor_______________________________________Date_____________________

(Print out and keep with personal records)




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