What to expect during the enrollment meeting.

This form is required by the funeral home. It contains all the vital information needed to process your arrangements, securing regulation permit, death certificate, identify your legal next of kin and emergency contact information.  

The Decedent's info section is the person who is preplanning. The Informant section is for the legal next of kin.

For your convenience, we recommend to use a desktop computer to download the form and complete it in preparation for your appointment. 

Being that your funeral plan is funded through a funeral life policy, personal identification information will be required, such as ID verification for name, address, date of birth, and social security number.

You can also think of at least two people you would like to assign as contacts.  Typically they would be the ones meeting with the funeral home for your final arrangements. Therefore please bring their names, addresses, emails, and phone numbers.

Acceptable forms of payment can be either credit cards or EFT (Electronic Transfer Fund). You have the choice to pay in full or enroll in a payment plan.  We do not accept cash payments, instead you can use a cashier's check but your enrollment will take longer.

Your enrollment application is confirmed within a few hours and could take about 3 weeks for mailing.

 If possible, we recommend you bring a family member or trusted friend as the second witness, to ensure someone close to you is aware of your arrangement details.  Ideally, this person would be a family member likely to be involved in your final arrangements. 

Our meeting office can accommodate up to three (3) people comfortably.