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Principals 2 > Packet- Arrangement Conference > Flashcards

Packet- Arrangement Conference Flashcards

1
Q
  1. Set time, date and location of service in consultation with the officiant- honorarium.
  2. Cemetery information- disposition by means of interment, entombment, cremation… charges.
  3. Newspaper information- obituary or death notice.
  4. Vital statisitcs for death certificate and funeral home record- how many transcripts- fees.
  5. Transportation- funeral home rolling stock charge.
  6. Use of facilties charge
  7. Professional service charge- nondeclinable
  8. Selection of merchandise.
  9. Cash advances by the funeral home
A

Areas to be Included in the Arrangement Conference

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2
Q

This type of newspaper notice is free of charge.

A

Obituary

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3
Q

This type of newspaper notice is done by classified rates.

A

Death Notice

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4
Q
  • Casket
  • Outer burial container
  • Printed materials
A

Selection of Merchandise

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5
Q
  • Clergy offering
  • Copies of death certificate
  • Newspaper death notice
  • Cemetery/crematory charges
  • Shipping costs
  • Flowers
  • Long distance telephone calls
  • Any other cash advance
A

Cash Advances by Funeral Home

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6
Q

Many funeral homes have eliminated the use of these because they tend to intimidate the consumer and place the funeral director in an authoritarian, psychologically dominant position over the consumer. Instead, a setting of furniture is utilized with over-stuffed chairs, sofas, coffee tables, small telephone table, etc., must make provisions for storage of forms, etc.

A

Arrangement Office Desks

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7
Q
  1. Discussion involving the family, clergy, and the funeral director is often necessary due to the diversity of religious custom.
  2. In determining the availability of the clergy, it is often wise to contact the clergy in the presence of the family.
  3. The wishes of the family should always prevail. It may be necessary to contact another clergy person.
A

Consultation With the Clergy/Officiant

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8
Q
  • Type of service
  • Time of service
  • Day of service
  • Cost to the family of the clergy’s services
  • Closed or open casket during the service
  • Location of service
A

In a Clergy Consultation, Determine the Following:

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9
Q
  • Name
  • Address
  • Phone number(s)
  • Honorarium
  • Religious affiliation
  • Funeral home to provide transportation?
  • Religious requirements
  • Local customs
  • Funeral home to provide literature?
  • Idiosyncrasies of a particular clergy person
A

Keep a Clergy File up to Date

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10
Q

If a _____ _________ is to be coordinated with a religious service, the clergy person should be made aware of it.

A

Fraternal Organization

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11
Q

These are becoming more common. Someone in staff or contracted from the outside should be trained and available to conduct and coordinate such a service.

A

Funerals Without Clergy

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12
Q
  1. Cemetery deed
  2. Be sure of casket and vault size vs grave space size.
  3. Is double depth an option? (usually lawncrypt)
  4. Call cemetery while family is present.
  5. Confirm cemetery charges
  6. The primary right of disposition has no authority to open the grave- only the deed holder
  7. If the family has an outstanding bill owed to the cemetery, the grave will not be opened.
A

Cemetery Information

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13
Q

Cemetery Deed

A

Proof of ownership and authority to open a grave.

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14
Q
  1. Funeral home should check with the family for accuracy prior to submission (email, fax, read over the phone the spelling of all names).
  2. Ask the family how long to run the notice and in what newspapers.
  3. Give the family the estimated cost. This varies according to locality.
A

Death Notice

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15
Q

Editorials, not classified death notices. These are not subject to charges. The newspaper has editorial control as to content. Refer these writers to family members for information. Never volunteer information to newspapers without permission from the person holding primary right of disposition.

A

Obituary

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16
Q
  • The facts
  • Biographical information
  • Survivors
  • Service information
  • Memorial contributions
A

Information to be Included- Death Notice

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17
Q
  • Name
  • Where the deceased lived
  • Date
  • Place of death
  • Age
A

The Facts

18
Q
  • Occupation
  • Education
  • Memberships
  • Hobbies
  • Interests
A

Biographical Information

19
Q

Try to avoid “in lieu of”. Better to say “Charitable contributions in N’s memory may be made to…..” or flowers are welcome, but if you wish, charitable contributions in N’s memory may be made to….

A

Memorial Contributions

20
Q
  • Print all information neatly on arrangement form- go slow, explain to the family why you need this information.
  • Purpose of the death certificate
  • Transcripts/ Obtaining transcripts
  • Burial transit permit
A

Vital Statistics for Death Certificate and Funeral Home Record

21
Q
  • Complete name correctly spelled
  • Date and time of death (from doctor, hospital)
  • Sex
  • Race (Whatever the family says)
  • Date of birth
  • Age
  • Birth place, citizen of what country
  • Marital status, spouses names, wife’s maiden name
  • County of death
  • City of death
  • Place pronounced dead
  • Occupation
  • Full address
  • Father’s name
  • Mothers first and maiden name
  • Veteran status
  • Social security number
  • Manner, location and date of disposition
  • Informant name and address and phone number and relationship to the decedent.
A

Information on Arrangement Form

22
Q
  • Control of epidemics
  • Used to establish facts in a court of law
  • Mortality statistics
  • Establish cause of death for claims
  • Prove death for eligibility for death benefits
    • SS, Veterans
A

Purpose of the Death Certificate

23
Q

A legal, certified copy of the death certificate purchased from a health department or other related government office, containing some kind of embedded official seal.

A

Transcript

24
Q

Filed in the locality of death.

  • Federal and state handbooks-study well
A

Death Certificates

25
Q
  • City, county or state health department
  • Bureau of vital records (Delaware)
  • County registrar
  • Local registrar of health
A

Some of the Offices used by State and County and Municipal Government for Obtaining Transcripts

26
Q

A legal form issued by a local government authorizing disposition of a dead human body.

  • A completed death certificate must first be filed with a bureau of vital statistics
  • Release from medical examiner is mandatory
  • Two types
A

Bural Transit Permit (Burial Permit, Burial Certificate or Disposition Certificate)

27
Q

Accompany the remains to be filed in the locality of disposition by the cemetery.

A

Burial Transit permits and Cremation Permits

28
Q
  1. A legal permit to transport or dispose of a dead human remains.
  2. A record of disposition: interment, entombment, cremation, donation to science, removed or shipped out of state.
A

Purpose of a Burial Transit Permit

29
Q
  1. Part of death certificate- MD, DE
  2. Issued seprately when filing the death certificate by local registrar- PA, VA
A

Two Types of Burial Transit Permits

30
Q
  • First call, removal
  • Common carrier
  • Coach/hearse
  • Family car
  • Casket bearers
  • Clergy
  • Flower/utility vehicle
A

Transportation Fees

31
Q
  • Memorial cards/folders
  • Register book
  • Flowers
  • Acknowledgement cards
  • Casket emblem
  • Grave marker
  • Rosary, crucifix, etc.
A

Miscellaneous Charges

32
Q
  1. Show the family the reposing room they will be using after the arrangement conference.
  2. Rest rooms
  3. Lounge
  4. Policy concerning children
  5. Introduce floor staff to family
  6. Parking lot- where the family should park, ramp, etc.
A

Use of Facilities Charge

33
Q

A clear explanation of your role as a professional funeral director and embalmer and what the professional service charge includes- office work, support staff, anything and everything involved in the funeral through disposition and beyond.

A

Professional Service Charge

34
Q

It is imperative that the funeral director enters into the contract with the proper person.

  1. Determine as soon as possible who has the primary right of disposition
  2. Determine if the person with the primary right of disposition is willng to assume responsibility for funeral expenses.
  3. Determine if the person with the primary right of disposition is capable of financial responsibility.
A

Financial Arrangements

35
Q

If the person of primary right of disposition does not want to assume the responsibility financial or otherwise, determine if the primary right can be transferred to another or others. If so, then you will have to have the person with the primary right of disposition sign a form releasing the funeral home from any liability and also on this form should be contained some statement of agreement transferring the primary right to another party.

  • In triplicate
  • Signed by the person releasing the primary right of disposition
  • Signed by the person receiving the primary right of disposition.
  • Signed by the licensed funeral director
  • Witnessed by a neutral party
  • If possible, notarized
A

Hold Harmless Agreement

36
Q

Funeral contracts with the person not holding the primary right of disposition.

A

Invalid

37
Q

Many states have a legislation involving this so that the funeral director can protect himself from liability in determining that the person he is dealing with has the primary right of disposition and that the remains is really the deceased. Identification procedures in many states are required.

  • In maryland, this period is 12 hours
A

Waiting Period Prior to Cremation

38
Q

Presently, these require that a funeral director obtain permission to embalm prior to embalming. It would be wise when funeral directors design such forms that they also add permission for restorative artwork if necessary.

A

FTC Regulations

39
Q

In some states, these require funeral directors to present in writing, authorization from the person holding primary right of disposition at the time of the removal. Teh remains and death certificate will not be released to the funeral director until such proof is presented.

A

Hospitals and Other Insititutions

40
Q
  • Casket
  • Outer burial container
  • Clothing
  • Urn for cremated remains
  • Burial plot or crypt
  • Monument or marker
A

Appropriate Items Commonly Used to Meet the Funeral Needs of Those Being Served

41
Q

Should be clear and concise, and most important, complete at the conclusion of the arrangement conference. Discourts for early payment and penalties for late payment should be printed on this.

A

Disclosure Statement

42
Q

There is an ongoing debate in funeral service as to whether or not to continue this practice.

  • Clergy offerings
  • Certified copies of death certificate
  • Newspaper death notices
  • Cemetery/crematory charges
  • Shipping costs (air fare)
  • Flowers
  • Long distance telephone costs
  • Any other cash advances
A

Cash Advances (Cash Accomodations)

Principals 2 (64 decks)

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