Category: Programs & Procedures

Programs & Procedures

Programs & Procedures

PrePlan Offers Options for Death Certificate Submissions

When submitting death certificate claims, you have multiple options with PrePlan Funeral Trust. These options ensure our compliance on multiple levels and prompt payment to your firm. You may use the option(s) that work best for your firm.

Electronic Submission:
  • Call or email PrePlan (preplan@preplan.org) to request that a secure (NeoCertified) email containing our General Administration form be sent.
  • Complete the General Administration form, review the indemnification, check box and sign to agree.
  • Attach/upload the completed General Administration form along with a copy of the Certified Death Certificate to the secure email. Please provide the Burial Permit if available.
  • Email the claim to PrePlan through the secure email.
Mail Submission:
  • Complete our General Administration form, review the indemnification, check box and sign to agree. Enclose a copy of the Certified Death Certificate and burial permit (if available) and mail to PrePlan.
-Or-
  • Complete our General Administration form, review the indemnification, check box and sign to agree. Enclose a Certified Death Certificate with an official seal and burial permit (if available) and mail to PrePlan. PrePlan will continue to return Certified Death Certificates with an official seal along with the payment or the firm’s weekly direct deposit report.

You can find the General Administration form here.

PrePlan maintains a same-day processing policy in place for death claims received Monday-Friday by 11:30am (excluding US holidays, and the first business day of each month). Please be advised that if the account has a pending payment, we are required to hold the death claim in a pending status until the recent payment clears (10 days).

Feel free to contact our office with any questions or concerns 800.577.3752. Thank you for your continued trust.

Programs & Procedures

Programs & Procedures

PrePlan Follows Same-Day Processing Policy

Did you know PrePlan Funeral Trust has a same-day processing policy in place for death claims received Monday-Friday by 11:30am (excluding US holidays, and the first business day of each month). Please be advised that if the account has a pending payment, we are required to hold the death claim in a pending status until the recent payment clears (10 days).

Feel free to contact our office with any questions or concerns 800.577.3752. Thank you for your continued trust.

Programs & Procedures

Programs & Procedures

PrePlan Offers a Direct Deposit Option*

Receive your payments sooner with PrePlan’s direct deposit option. PrePlan Funeral Trust is proud to offer secure deposit of your firm’s death claim payments directly into your bank account. It’s safe, accurate, and fast. Complete this form and get started today.

Already enjoying direct deposit? If you have any bank/account updates, please be sure to let PrePlan know so that you continue to receive payments in a timely manner.

Feel free to contact our office with any questions or concerns at preplan@preplan.org or 800.577.3752. Thank you for your continued trust.

*Must be an active PrePlan participating NYSFDA member firm.

Programs & Procedures

Programs & Procedures

Credit Card Payments are an Option with PrePlan

Through our partnership with NYSFDA Member Advantage Partner Chosen Payments, PrePlan Funeral Trust participating funeral firms now can accept credit cards* for new and additional deposits on existing accounts. This program provides more options and greater flexibility for you and your consumers.

To get started, simply log in to your PrePlan Funeral Home account. We’ve also created resources to assist you with this new process.

PDF outlining the instructions step-by-step.

Tutorial Video stepping you through the entire process.

We encourage you to watch the Tutorial and download the instructions and contact our office with any questions or concerns at preplan@preplan.org or 800.577.3752.

PrePlan is committed to offering solutions to optimize operations and increase participant convenience, while keeping the security of funds and compliance with trust laws as our continued top priority. Thank you for your membership and confidence. We look forward to serving you.

*The convenience fee will be automatically passed along to the consumer.

Programs & Procedures

Programs & Procedures

PrePlan Partners with DocuSign to Offer Electronic Signature Option

PrePlan Funeral Trust has established a relationship with DocuSign*, allowing your consumers to prearrange from anywhere, any time.

Why DocuSign? Through extensive research, we learned that DocuSign’s core values greatly aligned with our own. Their mission is to “accelerate business and simplify life for companies and people around the world” and make it a priority to ensure a safe and secure experience for customers and their consumers (aka you and your families). Like PrePlan, DocuSign meets or exceeds stringent US, EU and global security standards and are committed to protecting customer data.

In addition to their commitment to safety and security, their intuitive electronic signature solution cannot be beat.

  • Convenient: Sign and agree virtually anywhere, anytime.
  • Simple: Ease of use with one-click simplicity.
  • Fast: Reduce time to sign dramatically.
  • Safe: Your information is private and protected. Always.

As we begin this program, each active participating PrePlan firm will receive one primary DocuSign account. Bonus: in addition to PrePlan documents, participating firms will have the ability to use this service in all areas of the business. You also have free access to DocuSign’s comprehensive resource library and easy-to-use tutorials.

To take advantage of this program, please complete a quick Authorization Form. Upon providing this information to PrePlan, you will receive account information directly from DocuSign.

Please contact our office with any questions: 800.577.3752 or preplan@preplan.org.

PrePlan is committed to offering solutions to optimize operations and increase participant convenience, while keeping the security of funds and compliance with trust laws as our continued top priority. Thank you for your membership and confidence. We look forward to serving you.

* No fee to active PrePlan participating NYSFDA member firms.

PrePlan Funeral Trust 2022. All rights reserved.