Funeral, Cemetery, Cremation, Burial; Printable Final Arrangements Planning Form #2
The Final Arrangements Network

Print this Pagename of image    FUNERAL, CEMETERY, CREMATION AND BURIAL PLANNING PAGES [2 of 3]
(Your Printer Should Printout From 4 to 5 pages)

MY Special & Financial Information Forms

MY Special Information  
For Social Security Claims.
I have this Information
Social Security Number Yes No
Marriage License Yes No
Eligible Child's Birth Certificate Yes No
W-2's Last Two Years Yes No
Widow's proof over 62 Yes No
Death Certificate  No

 

Special Arrangements I Have Also Made Yes No Contact for Information Documentation Location, Description & Notes
Long Term Care ___ ___ ____________________ ______________________________
Power Of Attorney ___ ___ ____________________ ______________________________
Healthcare Power Of Attorney ___ ___ ____________________ ______________________________
Guardian & Custodian ___ ___ ____________________ ______________________________
Do Not Resuscitate Directive ___ ___ ____________________ ______________________________
Living Will ___ ___ ____________________ ______________________________
Other Arrangements ___ ___ ____________________ ______________________________

 

 

 

MY Financial Information                  

My Documents Location        
Where   Where
Mortgage Other Title 1(?)
Other Mortgage 1(?) Other Title 2(?)
Other Mortgage 2(?) Other Title 2 (?)
Deed or Notes 1 (?) Safety Deposit Box
Deed or Notes 2(?) Will 
Deed or Notes 3(?) Children's Birth Certificates
Income Tax Returns

 

Banks, Investments        
Account/Item Type Location Account Number Memo/Description
1) __________________ _______________ ________________ _______________________
2) __________________ _______________ ________________ _______________________
3) __________________ _______________ ________________ _______________________
4) __________________ _______________ ________________ _______________________
5) __________________ _______________ ________________ _______________________
6) __________________ _______________ ________________ _______________________
7) __________________ _______________ ________________ _______________________
8) __________________ _______________ ________________ _______________________
9) __________________ _______________ ________________ _______________________
10) __________________ _______________ ________________ _______________________

 

 

 

 

Other Financial Matters    
Account Number if Applicable Description/Disposition
IRA Yes No ____________________________ __________________________
Roth IRA Yes No ____________________________ __________________________
401K Plan Yes No ____________________________ __________________________
Keogh Yes No ____________________________ __________________________
Loans I Hold Yes No ____________________________ __________________________
Liens I Hold Yes No ____________________________ __________________________
Notes I Hold Yes No ____________________________ __________________________
Credit Card #1 Yes No ____________________________ __________________________
Credit Card #2 Yes No ____________________________ __________________________
Credit Card #3 Yes No ____________________________ __________________________

 

Personal Property, Effects & Valuables      
Location Wish to Go To: Special Instructions
1) _____________ ______________ ____________________
2) _____________ ______________ ____________________
3) _____________ ______________ ____________________
4) _____________ ______________ ____________________
5) _____________ ______________ ____________________
6) _____________ ______________ ____________________
7) _____________ ______________ ____________________
8) _____________ ______________ ____________________
9) _____________ ______________ ____________________
10) _____________ ______________ ____________________

 

 

MY Insurance Information      
Name of Company, Union, Organization, etc., paying MY death benefit Type of Policy Location of Policy Policy Number
1) ______________ ____________ ________________
2) ______________ ____________ ________________
3) ______________ ____________ ________________
4) ______________ ____________ ________________
5) ______________ ____________ ________________
Long Term Health Care ______________ ____________ ________________
Home Owner ______________ ____________ ________________
Automotive ______________ ____________ ________________
Accident ______________ ____________ ________________
Group ______________ ____________ ________________
Membership ______________ ____________ ________________
Union ______________ ____________ ________________
ADDITIONAL INSURANCE INFORMATION

 

 

MY Wills & Trusts    
Location of Documentation Description of Type & Contact for Information
MY Will Yes No ________________________ _____________________
My Living Will Yes No ________________________ _____________________
MY Trust Yes No ________________________ _____________________
Other #1 Yes No ________________________ _____________________
Other #2 Yes No ________________________ _____________________
Other #3 Yes No ________________________ _____________________

Click for: [WORK FORMS PAGE THREE-MY Burial/Mausoleum/Cremation Arrangements]

 

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