Pre-Need Funeral Agreement Sample Contracts

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Pre-Need Funeral Agreement • March 19th, 2020

This Statement of Funeral Goods and Services and the above Irrevocable Assignment together with the terms on the reverse side shall constitute the entire pre-need funeral agreement.

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CONTRACT BROCHURE
Pre-Need Funeral Agreement • April 15th, 2008

This Agreement (“Agreement”) is entered into this day of , 20 , between , hereinafter called “Buyer” and , hereinafter called “Provider,” a pre-need funeral arrangement provider licensed in the State of Utah.

UPDATED: JUNE 2010 300
Pre-Need Funeral Agreement • August 31st, 2010

Description: As a result of a change in State law, effective January 1, 1997, all Medicaid A/Rs may establish a single irrevocable pre-need funeral agreement with a funeral firm, funeral director, undertaker, or any other person, firm or corporation which can create such an agreement. Moneys paid for such an agreement are held in trust and cannot be refunded to the Medicaid A/R or other purchaser of pre-need goods and services.

PRE-NEED FUNERAL AGREEMENTS
Pre-Need Funeral Agreement • March 6th, 2012

Description: As a result of changes in State law, effective January 1, 1997, all Medicaid A/Rs may establish an irrevocable pre-need funeral agreement with a funeral firm, funeral director, undertaker, or any other person, firm or corporation which can create such an agreement. The agreement may be made with the assets of the A/R or the assets of a legally responsible relative. Effective January 1, 2011, such irrevocable pre-need funeral agreements may be for the funeral and/or burial expenses of the A/R or his/her family member. Moneys paid for such an agreement are held in trust and cannot be refunded to the Medicaid A/R or other purchaser of pre-need goods and services.

UPDATED: FEBRUARY 2005 302
Pre-Need Funeral Agreement • May 4th, 2005

amount of the agreement disregarded. If the agreement remains revocable: for non-SSI-related A/Rs, the entire amount is countable since the equity value exceeds $1,500; and for SSI- related A/Rs, only amounts designated for non-burial space items (up to $1,500 for an individual and $3,000 for a couple) can be disregarded. The A/R is allowed ten days from the date of notification to convert the revocable agreement to an irrevocable one. The ten-day period may be extended if more time is needed.

Contract
Pre-Need Funeral Agreement • July 27th, 2001

Description: As a result of a change in State law, effective January 1, 1997, all Medicaid A/Rs may establish a single irrevocable pre-need funeral agreement with a funeral firm, funeral director, undertaker, or any other person, firm or corporation which can create such an agreement. Moneys paid for such an agreement are held in trust and cannot be refunded to the Medicaid A/R or other purchaser of pre-need goods and services.

PRE-NEED FUNERAL AGREEMENTS
Pre-Need Funeral Agreement • March 6th, 2012
Contract (referred to below as the “Agreement”), by and between
Pre-Need Funeral Agreement • June 14th, 2022

This Pre-Need Contract is not valid unless accompanied by a Statement of Funeral Goods And Services and a Funeral Trust Agreement or a Pre-Need Insurance Application.

PRE-NEED FUNERAL AGREEMENTS
Pre-Need Funeral Agreement • March 6th, 2012

In reviewing an irrevocable pre-need funeral agreement, the only reason for a local social services district to break out the non-burial space items from the burial space items is to determine whether an SSI-related A/R has paid at least $1,500 ($3,000 for a couple) for non- burial space items under the agreement. As described above, if less than $1,500 ($3,000 for a couple) has been paid for non-burial space items, the SSI-related A/R may establish a supplemental burial fund in addition to the pre-need funeral agreement.

PRE-NEED FUNERAL AGREEMENTS
Pre-Need Funeral Agreement • March 6th, 2012

NOTE: If the SSI-related A/R has more than $1,500 ($3,000 for a couple) designated for non-burial space items in the irrevocable pre- need funeral agreement, the entire amount paid in connection with the agreement is disregarded. However, the SSI-related A/R is not allowed to have a separate burial fund.

PRE-NEED FUNERAL AGREEMENTS
Pre-Need Funeral Agreement • March 6th, 2012

In certain situations, SSI-related A/Rs may supplement their irrevocable pre-need funeral agreement with a separate burial fund. To determine if a supplemental burial fund would be allowed, the local district determines the amount designated for non-burial space items in the irrevocable pre-need funeral agreement. If that amount does not equal $1,500 ($3,000 for a couple) the SSI-related A/R and the A/R’s spouse may establish a supplemental burial fund. A supplemental burial fund must be separately identifiable with a maximum initial value of $1,500 ($3,000 for a couple), or greater if it is court ordered. Court ordered burial funds are allowed in any amount. However, should the court ordered burial fund exceed $1,500 ($3,000 for a couple) the district may appeal the order. If the court ordered burial fund is less than $1,500 ($3,000 for a couple) a supplemental burial fund may be established as appropriate. Exempt burial funds cannot be commingled with non-burial related expenses.

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