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Was the deceased person receiving DTA benefits at the time of death? Check all that apply:
TAFDC Yes No
EAEDC Yes No
SSI/SSP* Yes No
SNAP Yes No
* Supplemental Security Income benefits and/or State Supplemental Payments.
Do the planned services include a burial? No Yes $ ________
Did the deceased person have any of the following assets at the time of death? (If Yes, provide value amount.)
Does the deceased have a pre-paid burial plot? No Yes $ ________
Does the deceased have a funeral trust account? No Yes $ ________
Has the deceased person been granted any other death benefit, e.g. Veteran’s or Social Security? (If Yes,
provide value amount.)
No Yes $ ________ Personal Needs Account(s) No Yes $ ________
Cash No Yes $ _______ Bank Account(s) No Yes $ ________
Other Assets No Yes $ _______ Other Asset Type: ________________________________
Does the deceased person have a life insurance policy? No Yes $ ________
If Yes, provide name of insurance company and policy number:
___________________________________________________________________________
Have/Will any of the deceased person’s assets been/be applied to the funeral bill? No Yes $ ________
Have or will funds be raised or collected (e.g. family and/or church donation, GoFundMe® or other
crowdfunding platform) to satisfy all or a portion of funeral and final disposition expenses?
No Yes $ ________
Do you (surviving kin) have any assets (bank accounts, cash, life insurance, etc.)? No Yes $ ________
If Yes, please provide verification ____________________________________________________________
Section III (TO BE COMPLETED BY LICENSED FUNERAL ESTABLISHMENT):
Name of Licensed Funeral Establishment:
___________________________________________________________
License No.: _________________________________________________
Address _____________________________________________________________________________
Street City ZIP Telephone
Is there a pre-need funeral services contract that controls the nature of the goods and services to be provided?
(If Yes, please provide value amount.)
No Yes $ _____________
Has/Will the licensed funeral establishment advance(d) monies as an accommodation to the surviving kin or
duly authorized representative making funeral arrangements? (If Yes, please provide value amount.)
No Yes $ _____________