My full name: ___________________________
Date: ___________________________
Social Security Number: _____ - _____ - _____
Type of service I have chosen: ___________________________
Funeral establishment selected: ___________________________
Location of my FCAFL membership form: ___________________________
Location of my obituary and instructions regarding my funeral and memorial service: ___________________________
___________________________
 
Location of instructions if I die while out of the area: ___________________________
Name/phone number of minister, rabbi, or other person whom I chose to lead the service: ___________________________
___________________________
 
Name/addresses/phone numbers of family members/friends to be notified (or location of this information)  
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
 
Location of my current will: ___________________________
Name/phone number of my attorney: ___________________________
Location of my birth certificate, marriage license, divorce decree: ___________________________
Location of my insurance policies: ___________________________
Name/phone number of my insurance advisor: ___________________________
Location of titles to realty owned, records on improvements, etc.: ___________________________
Location of bank accounts, passbooks or similar records: ___________________________
Location of my securities, fund accounts, and related papers: ___________________________
Name/phone number of my financial advisor: ___________________________
___________________________
Location of my safe deposit box and location of key: ___________________________
___________________________
 
Location of my tax returns for the past 6 years: ___________________________
Name/address/phone of my executor: ___________________________
___________________________
___________________________
 
Name/address/phone of my accountant or tax preparer: ___________________________
___________________________
___________________________
 
 
Name of those with copies of this form: ___________________________
  ___________________________
  ___________________________
  ___________________________

Please contact us if you have any questions about the FCA of the Finger Lakes or any information in this site.