Information for Pre-Need Funeral Planning

by Homesteaders
Life Company

Vital Statistics

• Full name and complete address



• How long at current/former residence(s)



• Occupation, job title, nature of work and history



• Location of workplace



• Social security number



• Veteran's serial number



• Date and place of service, date of discharge



• Date of birth



• Place of birth



• Family origin



• Father's name



• Mother's maiden name



• Educational attainment

Paperwork and Documents to Collect

• Will



• Birth certificate



• Social security card



• Marriage license



• Military discharge



• Insurance policies (life, health, accident, property, auto)



• Bank books



• Stocks and bonds



• Property deed



• Cemetery deed



• Auto titles



• Tax returns, receipts and cancelled checks

Decisions to Make

• Exact location of burial/disposition



• Location of service



• Casket



• Outer burial container



• Items for memento display



• Clothing and jewelry for deceased



• Service type (religious, fraternal, military)



• Selection of scripture and readings (poems, etc.)



• Clergy to officiate



• Register book, memorial/prayer cards



• Casketbearers



• Floral arrangements



• Music selections



• Transportation for family and guests, including funeral procession lineup