Pre-Planning Worksheet

This form is provided as a service to allow you to record funeral preferences for yourself or a loved one. Once you have filled in the information you may:
  • Choose one of the submit buttons at the end of the form
  • Print the completed form and mail it to the address above for us to keep on file
  • Print the completed form and place it with your important papers

Information about person completing the form:
Today's Date:
First:
Middle:
Last:
I am planning for my:
E-mail:
Daytime Phone:
Evening Phone:
Fax (If available):

Personal Information about person planning for
Be sure to use their Full Legal Name
First Name:
Middle Name:
Last Name:
Sex:
Marital Status
Education Level:
Date of Birth:
Place of Birth:
Street Address:
Mailing Address:
City:
County:
State:
Zip Code:
Length of Stay in County:
Is Home Address Inside City Limits:
Smoker:
Hispanic Origin:
Spouse's Full Name:
Spouse's Maiden Name:
Mother's Name:
Mother's Maiden Name:
Father's Name:

Military Service
Service Branch:
Serial Number:
Place Enlisted:
Date Enlisted:
Place Discharged:
Date Discharged:
VA Claim
or File #:

Funeral Preferences
I prefer my funeral arrangements to be kept on file at:
Place Of Service:
Name Of Cemetery:
City:
State:
Grave or Niche Location:
Religious Denomination:
Church Affiliation:
Name:
Viewing For Family:
Viewing For Friends:
I Prefer
For the family selecting cremation, what
disposition of the remains would you prefer:
Option:

Funeral Preferences
Musical Selections To Be Played
Musical Selections To Be Sung:
Will Supply CD/Tape
Favorite Bible Passages:
Favorite Literature Or Poems:
Favorite Flower(s):
Favorite Flower Color:

font COLOR="white">Final Disposition
Preference For Final Disposition Is:

Obituary Information
Survivor Name Relationship City State

Person(s) To Finalize Arrangements At Time Of Death
Name:
Relationship:
Address:
Daytime Phone:
Evening Phone:
Second Contact
Name:
Relationship:
Address:
Daytime Phone:
Evening Phone:

Other Information | Special Instructions | Other People To Contact

Please Call Me
Tell Me How To Pre-Pay Expenses
Keep Information On File






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