News

Revised Options for Death Certificate Submissions to PrePlan

Many of you are aware of the temporary revisions PrePlan made in early March due to the evolving COVID-19 pandemic for death claim submissions to our office. As of September 1, 2020, we will no longer be able to accept the temporary COVID-19 General Administration along with registered working copies of the EDRS Death Certificate in our office. We received many positive responses and going forward are pleased to announce that we can offer new options based from the feedback. These options continue to ensure our compliance on multiple levels and ensure prompt payment to your firm. You may begin using the option(s) that work best for your firm immediately.

Electronic Submission:
  • Call or email PrePlan (preplan@preplan.org) to request that a secure (NeoCertified) email containing our newly revised 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.
Mail Submission:
  • Complete our newly revised 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 newly revised 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 newly revised General Administration form here.

PrePlan will continue to have 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).

This year has been unprecedented with an enormous amount of fluidity. PrePlan strived to meet your needs during these challenges and will continue doing so. Feel free to contact our office with any questions or concerns 800.577.3752.

Thank you for your continued trust. Stay Well.


Exciting News from PrePlan

We’re excited to announce that beginning July 2020 PrePlan is rebranding with a new logo, tagline and materials.

For more than 30 years PrePlan has served as New York State’s preeminent pre-funded funeral trust administrator. Following Governor Cuomo’s signing of our Preneed Trust Accountability Act into law in December 2019, New York State’s already best-in-the-nation preneed funeral trust laws were strengthened. The law also included a provision to allow funeral directors to receive a portion of the 75-basis point administrative fee currently allowed under the law, and PrePlan launched our 2020 Patronage Program.

Thanks to these exciting advancements, we felt 2020 was the perfect time to modernize our brand. As we move toward the future, it is important that our brand represents the forward-thinking approach of our board and administrators as well as conveys our commitment to security, compliance, and overall excellence.

Additionally, it is important for us to strengthen the relationship between NYSFDA and PrePlan. As a member of the association you have exclusive access to the services of PrePlan. Our new logo represents the integrity and commitment demonstrated by NYSFDA members and the security and stability of PrePlan’s services.

Finally, our new tagline The Gold Standard. is our promise to you. With PrePlan, your families’ preneed funds are 100% government backed. And an independent firm conducts quarterly audits ensuring all investments are fully secure and properly managed. Plus, our knowledgeable and experienced staff is well-versed in New York State preneed law and Medicaid/SSI compliance issues. Each and every day we strive to provide the best, most reliable service as your preneed funeral trust administrator. We strive for the Gold Standard.

Over the next several weeks you’ll see more and more of our new logo and updated materials. As we continue to share a few other exciting announcements and updates throughout 2020, please know that while we may look a little different we’re still providing the same exceptional level of service.

If you have any questions or would like additional information about PrePlan and our services, please reach out. We’re available at 800.577.3752 or preplan@preplan.org and would love to hear from you.

As always, thank you for your membership and active participation in NYSFDA. We are honored to serve you and look forward to providing Gold Standard service now and in the future.


Coronavirus (COVID-19)

In response to the COVID-19 pandemic, PrePlan is working diligently to meet the needs of our members. One way you can help is by signing up for direct deposit of funds. PrePlan can securely deposit your firm’s death claim payments directly into your bank account. It’s safe, secure, and fast – giving you access to your funds the next business day after your claim is processed.

Cick here to download the authorization form and get started today.

PrePlan Funeral Trust
2020. All rights reserved.