PRE-PLANNING

This document is presented as a guide to the information needed by Metz Mortuary when arranging an at-need or prearranged funeral. If you submit this form to Metz Mortuary, we will keep it on file. Not all the fields are required to be filled out. You may also wish to print this form and keep it with your other important papers.

Biographical Information

This Guide is for
Full Name:
Email address:
Full Phone Number:

Address Information  
 
City, State, ZIP
Resident Since:
Country of Citizenship:
 
Place of Birth
 
City, State, ZIP
Date of Birth:
Social Security Number:
 

Parents  
 
Father's Name:
His Place of Birth:
 
His Date of Birth:
Mother (Maiden Name)
Her Place of Birth:
 
Her Date of Birth:

Family  
 
Marital Status:
Spouse (Maiden Name):

Work History
     
Occupation
Employed by:
 
Retirement Date:

Education
 
 
Elementary:
   
High School:
   
College:
   

Military Service:
 
 
Branch:
Date of Enlistment:
Rank:
Date of Discharge:
Serial Number:
Location of Discharge:

Funeral Preferences
 
Type of Service
Visitation:
Place of Service
Other
Conclude Service at
Other
Religious Denomination
 
Place of Worship
 
Type of Clergy
 
Type of Interment
Casket Type

Special Instructions
     
Favorite Bible Passages:
Music to be Sung:
Literature or Poems:
Music to be Played
Flowers
   
Flower Color:
 
Donations:

Final Disposition  
 
Preference
Ground Interment with

Mausoleum Entombment
Cremation with

Cemetery Name


Cemetery Address

Finalizing Arrangements    
Do you have a will?
Executors Name
Lawyers Name
Executors Address
 
Executors Phone Number
 
Executors Email Addr:
 
Executors Relationship to You:

Relatives and Friends to Notify  
Name and Relationship
Addr and Phone
Name and Relationship
Addr and Phone
Name and Relationship
Addr and Phone