Pre-planning

The prearrangement of funerals is an important aspect of the funeral business today. Preplanning provides peace of mind for everyone involved. A carefully preplanned service can be the most comforting to your family, as is spares them from having to face decisions that can be both emotionally and financially difficult at the time of death. It can give them lasting peace of mind to know that they have acted in accordance with your wishes

Making pre-arrangements can be as simple or as detailed as you wish. You can make the selection of the services, casket, music, etc., or simply record the information that will be needed for legal forms and other paperwork. Arranging a funeral requires many decisions to be made.

Most people preplan for the following reasons:
  • their funeral preferences will be known.
  • survivors are relieved of difficult decisions
  • required information that is not readily available to survivors is at the preplanner's fingertips.
  • there is a spend-down for people applying for SSI/Medicaid and General Assistance.


Once someone dies, it is often confusing and stressful for survivors to come to the funeral home to arrange for the services and have the correct information available. Survivors can still be involved in the funeral process at the time of death. Their role would be to make the service memorable by the choice of flowers, spiritual readings, music selections and providing their personal input in the form of pictures, memorabilia or eulogy. However, everything else has been done.

Prearranging & Prefunding

There are two kinds of prepaid arrangements: revocable and irrevocable.

Revocable
Revocable arrangements must be refunded upon demand, including all principal and interest. Trust fund moneys are revocable or 100% refundable on demand and with interest. And you may change the funeral home and the selected funeral services or merchandise at any time without penalty.

Irrevocable
In New Jersey, all SSI/Medicaid accounts specifically for the purpose of funding a funeral are irrevocable, meaning NOT REFUNDABLE.

Only individuals prepaying their funerals in order to qualify for SSI, Medicaid, or General Assistance may establish irrevocable arrangements, which must be used for funeral and burial purposes. Irrevocable arrangements cannot, by law, be cancelled or refunded (although consumers may change funeral homes).

Irrevocable Accounts & Any Excess Moneys

In order to reimburse the state of New Jersey a small portion of the money it spends each year on the SSI/Medicaid program, legislation has been enacted regarding irrevocable funeral trusts and insurance policies specifically purchased to fund a funeral.

This legislation says that, once all funeral expenses have been paid, any moneys remaining in:
  • irrevocable trust accounts opened on or after February 27, 2000
  • or newly issued insurance policies that have been purchased on or after February 27, 2000 and that are irrevocably assigned will be forwarded directly to the state.

Funeral Planning CHOICESTM has put in place procedures to ensure that only irrevocable account holders, who are receiving SSI/Medicaid or General Assistance benefits, at time of death, will have their access proceeds forwarded to the state.

To begin pre-planning now, please fill out the form below and we will contact you to make an appointment, send you more information or keep your information on file. Or click here to request more information on pre-planning.
Information about person completing the form:
I am Planning for:
Last Name:
First Name:
Middle Name:
E-mail:
Street Address:
City:
County:
State:
Zip Code:
Phone:

Vital Information about the person you are planning for:
Last Name:
First Name:
Middle Name:
Sex:
Marital Status:
Social Security#:
Date of Birth: (ex. 1999)
Place Of Birth:
Spouse's Full Name:
Spouse's Maiden Name:
Place of Marriage:
Date of Marriage: (ex. 1999)
Father's Full Name:
Mother's Name:
Mother's Maiden Name:


Work and Education:
Education:
Usual Occupation:
(most of life)
Kind of Business:
Company (Optional):

Military Records:
Branch of Service:
Serial Number:
Date Enlisted:
Rank At Discharge:
Date Discharged:
Discharge On File At:
Copy of Discharge Papers:   YES    NO
Name Of  Wars:

Funeral Service Information:
Place Of Service:
Name of Funeral Home:
Address:
Phone:
Place of Visitation:
I Prefer The Funeral Service To Be:
Viewing For Family:
Viewing For Friends:
Religious Denomination:
Place Of Worship:
Lodge / Union:

Person(s) To Finalize Arrangements At Time Of Death:
Check here and skip this section if is information is the same as person filling out this form
 
Full Name:
Street Address:
City:
County:
State:
Zip Code:
Phone:

Special Instructions:
Flower Preference:
Music
Casket Bearers (6):
Jewelry:
Glasses:
Clothing:
Other:

Disposition Options:
I Prefer:
Cemetery:
Address:
Phone:
Section:
I have made a last will and testament:   YES    NO


Other Information & Special Instructions
Please list any other instruction or information you would like us to have:

Memorials & Charities
Please list any Memorials or Donations to Charity that you would like:


Options
Please select one of the options below:
Send information about pre-arrangement
Contact me to set an appointment
Please keep my information on file

e-mail: info@perryfuneralhome.com


 

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