PM 07-02-08

Document in the case record the cash value of the fund and the facility that will provide the services. If the funds exceed the burial fund limit, apply the excess to the asset limit.

Verify the burial fund agreement as follows:

  • bank account or other burial funds, view a copy of the agreement or statement from a bank; or
  • prepaid burial plan funded by trust, view a copy of the Funeral Trust Agreement or other signed statement from the funeral director which specifies coverage in the contract; or
  • prepaid burial plan funded by life insurance, view a copy of the Funeral Trust Agreement or other signed statement from the funeral director, the life insurance policy, and the assignment of the life insurance policy.