Members of the New York State Funeral Directors Association (NYSFDA) get exclusive access to the services of PrePlan Trust, the industry leader in preneed trust fund management. PrePlan achieves 100% compliance with all state laws and regulations, offering complete security for both consumers and funeral directors. Accredited by the Better Business Bureau, PrePlan Trust is proud to hold an A+ rating.

For over 30 years, PrePlan has served as New York’s preeminent pre-funded funeral trust administrator. Our knowledgeable and confidential staff are well-versed in New York State law and have been supporting NYSFDA members for decades.

Tax Statement Information

Please be advised:

  • PrePlan cannot provide any tax statement information over the phone.
  • If you have moved, please be sure that the funeral home you have made prearrangements with has your current address.
  • 2019 tax statements will be mailed out between January 25 through the 31st and will be available online beginning January 31. To access this information please click on the “Individual” tab above. You will need:
    • The PrePlan account number 
    • Last four (4) digits of the Purchaser’s Social Security Number
    • Purchaser’s last name

Once logged in, you may download and print copies of your Tax Statement(s) for the last three years.

If you have any questions, please contact the funeral home you have made your prearrangements with. They will be happy to assist you.

PrePlan Patronage Program Details

Following Governor Andrew Cuomo's signing of our Preneed Trust Accountability Act into law on December 12, 2019, PrePlan announced our Patronage Program for 2020. In addition to strengthening the already best-in-the-nation preneed funeral trust laws, the law includes a provision to allow funeral directors to receive a portion of the 75-basis point administrative fee currently allowed under the law. For Patronage Program Details, click here (NYSFDA member log-in required).

If your funeral home would rather not participate in the Patronage Program, owners can opt-out by completing and returning the signed form to PrePlan at 518.452.8487 (fax) or Click here to download the form.

 Resources for Preplanning a Funeral

About PrePlan

Established in 1988, PrePlan is a prefunded funeral trust administered for the New York State Funeral Directors Association, by Funeral Director Support Services, Inc., a New York State corporation.

2020 Closing Schedule

New Years’ Day, January 1
Martin Luther King Day, January 20
Presidents Day, February 17
Good Friday, April 10, 1pm
Memorial Day, May 25
Independence Day (Observed), July 3
Labor Day, September 7
Columbus Day, October 12
Veterans’ Day, November 11
Thanksgiving, November 26-27
Christmas Eve, December 24, 1pm
Christmas Day, December 25
New Year’s Eve, December 31, 3pm