Burial Resource Details

Use this procedure to enter a customer’s burial resource information.

Process Steps:

1. The Burial Resource – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu (required).

3. In the Burial Resource Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

4. In the Burial Resource Details section:

• • Select a Type (required).
  • Enter a Burial Resource Identification Name.
  • Enter a Burial Resource Identification Number.
  • Enter a Funeral Home name (enabled only if Type is Burial Contract).
  • Enter the Date Burial Resource Acquired date (required).
  • Select Yes or No from the Is Burial Contract Irrevocable? dropdown menu.
  • Select Yes or No from the Is Burial Contract Jointly Owned? dropdown menu (required).
  • Select a Verification (required).
  • Select Yes or No from the Is the burial space reserved for individual or immediate family member? dropdown menu.

5. In the Burial Resource Amount Information section:

• • Enter the Value (required).
  • Enter the Amount Owed.
  • Enter Burial Resource Additional Information, if applicable.

6. In the Resource Availability section:
   • Select an Availability Status (required).

7. Click Save + Add Burial Resource to save the resource record.
   • Repeat steps 1 through 8 to add additional resources.

8. Click Save + Continue.
9. If the Burial Resource is jointly owned, the Burial Resource – Joint Ownership tab appears.

• • If the joint owner is in the home, select the Joint Owner name from the dropdown menu under the In-household Joint Owner Information section.
  • If the joint owner is outside the home, enter the joint owner’s Name and other information in the Outside-household Joint Owner Information section.
  • Select a Joint Ownership verification from the dropdown menu.
  • Enter a Joint Ownership Percentage Share of Resource.
  • Enter information in the remaining fields if necessary.
  • Click Add.
  • Click Save + Continue.

Results of the Procedure:

The burial resource information has been recorded.

Updated: 05/15/2015