Tax Info

Tax Statement Information

Pleased be advised:
  • PrePlan cannot provide any tax statement information over the phone.
  • If you have moved, please be sure that the funeral home you have made prearrangements with has your current address.
  • 2019 tax statements were mailed out between January 25 through the 31st of this year and are available online. To access this information please click on the “Consumer” tab above. You will need:
    • The PrePlan account number
    • Last four (4) digits of the Purchaser’s Social Security Number
    • Purchaser’s last name

Once logged in, you may download and print copies of your Tax Statement(s) for the last three years.

If you have any questions, please contact the funeral home you have made your prearrangements with. They will be happy to assist you.

PrePlan Funeral Trust
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