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Planning Checklist

Person with checklist

Planning Checklist

Required Documentation

Your funeral director will advise you if any specific information or items need to be brought to your arrangement conference. Some of the information or documents are used to prepare the death notice and death certificate. Some items are requested in the event that you have decided to provide a viewing and visitation, to be used when preparing the body for viewing. The most commonly requested items are:

The deceased’s:

  • Date of birth
  • Place of birth (City/State or Province)
  • Social Security number
  • Mother’s first name and maiden name
  • Father’s full name
  • Marital status
  • Level of education
  • Usual occupation or career
  • Legal residence address
  • Service discharge document or United States Armed Forces serial number (if a veteran)
  • A recent photo of the deceased (for identification)
  • A portrait photograph that shows their hairstyle if there will be a private or public viewing
  • A photograph for the online obituary
  • Clothing, including undergarments (optional)
  • Dentures (if worn, ask your funeral director if recommended)
  • Eyeglasses (if applicable)
  • Jewelry (optional)
  • Pallbearers (a list of 6-8 people to carry the casket, if applicable)