For You & Your Loved Ones.
Transferring a Pre-Arrangement
A How To Guide
If you want to move a pre-arrangement, we are here to help.
There are numerous reasons why you might want to transfer funeral arrangements you’ve made with another provider and our team is happy to assist you with that change. Whether you’ve moved from another area, the original provider experienced a business change, or you would simply prefer to work with us, we can make the process as easy as possible for you.
Planning ahead for your end of life care is an important step and can take a huge burden off your loved ones when you pass away. It is also a wonderful way to document your wishes for your end of life care to help ensure those plans are followed after you are gone. Once you have decided to transfer your pre-arrangement to our funeral home, the first step will be to contact the insurance company or funeral provider where you have an existing contract. If you paid any upfront costs for your funeral services, you may need to contact the original funeral home to see if they placed your money in a trust account and get information on how to transfer those funds.
Most funeral homes have specific funeral insurance policies where they are acting as the agent for the insurance company. You should be able to get more information about the policy by contacting the insurance company whose name is on your documentation. Even if you are not wanting to transfer your contract immediately, it is a good practice to periodically check in with your insurance company to ensure your policy is in good standing and to update or confirm any beneficiary designations you may have made in the past. You should also update your beneficiary information in the event that your original beneficiary has passed away.
It’s always a good idea to periodically check in with the insurance company to make sure that your policy is in good standing, and to verify that your beneficiary is who you want it to be.
If your beneficiary has passed away it is critical that you update your policy and appoint a new beneficiary to follow through with your funeral arrangements when the time comes. If your original funeral home decided to place your money in a trust, they must be contacted directly to find out how to transfer that policy to our funeral home.
Set an Appointment
Once you have verified your policy and have all of the details from your insurance company or funeral home, your next step is to schedule an appointment with our professional staff. We will meet with you to discuss your wishes and ensure we have a clear vision of the type of service you have in mind. Please bring your policy information and a copy of your contract, including the price itemization of any services and merchandise you have requested so we can review it together. Our goal is to be as transparent as possible regarding the financial aspects of your planning. During this meeting we will evaluate whether we can honor any price guarantees you may have had with the prior funeral home, or if there will be any additional fees based on our current pricing. We want to make sure everything is resolved in advance so there are no surprises for your family at the time of your services.
Our next step is to finalize any transfer paperwork as the insurance company typically has a “Change in Funeral Home” form that they can fax or email to us. Both you and one of our funeral directors will sign off on it.
We will then return the documentation to the insurance company, and make copies of your contract and policy, so that we can create your file with our firm. That’s it – the process to transfer your funeral arrangements has been completed.
After we have met and come to an agreement regarding your contract for services and merchandise, the final step is to complete any transfer paperwork required by the insurance company. This is typically a “Change in Funeral Home” form that is provided by your insurance company and signed by you and one of our funeral directors. Once everyone has signed, we will return a copy to your insurance company and establish a file for you at our funeral home with a copy of your insurance policy and any contract documents.
Our goal during this process is to provide as much peace of mind for you as possible, ensuring that you know you will be taken care of at the end of your life. Transferring a pre-arrangement is a fairly simple process and we are here to assist you along the way. Please feel free to contact our team at any time if you have further questions or if we can assist you in any way.