PRE-PLANNING CHECKLIST

• Vital Statistics

  • Name of father, place of birth, year

  • Mother’s maiden name, place of birth, year

  • Education-elementary, high school, college, graduate school

• Social Security Number

• Veteran Information

  • Military service

  • Branch rank

  • Date of enlistment

  • Date of discharge

  • Name(s) of war(s)/conflict(s) toured

  • Serial number

• Location of important documents and passwords

• Persons to contact

  • Children, relatives and friends to notify

• Funeral Preferences

  • Preferred clergy/celebrant

  • Names of pallbearers and honorary pallbearers

  • Preferred music, Bible verses, or poetry

  • Preferred clothing or jewelry

  • Burial property information

  • Special instructions

• Affiliations

  • Fraternal, service, and union memberships

  • Special recognitions