Transfer Arrangement from Another Funeral Home
Transferring of Trusts or Insurance:
If you currently have a funeral trust or prearrangement with another funeral home, and would like to transfer it to our facility, please contact us. These funds belong to you and you have the right to change the designated beneficiary to another funeral home. We have made contacting the bank or insurance company easier for you by providing the following trust transfer sample letter:
To: (Bank Name)
(City, State, Zip)
In accordance with Wisconsin State Statute 445.125, I hereby instruct you to change the beneficiary funeral home on the funeral trust, casket trust, and/or vault trust and/or any other related documents or policies (as applicable) for John Doe from ABC Funeral Home, 123 Any Street, City, State, Zip to Foster Funeral Service/Compassion Cremation Service 2109 Luann Ln, Madison WI 53713 or 1650 Huebbe Pkwy, Beloit WI 53511.
As of this date, I hereby designate Foster Funeral Service/Compassion Cremation Service (as applicable) as the new beneficiary of said trusts and/or other related documents or policies.
I do further certify that I have, pursuant to Wisconsin State Statute 445.125(d), previous to this designation, given written notice of this change in the form of a copy of this document to the current and former beneficiary.
(Depositor Name and Signature) Date
(Witness Name and Signature) Date