PrePlan

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.


Exciting News from PrePlan

2020 NYSFDA PrePlan Logo colorWe’re excited to announce that beginning July 2020 PrePlan is rebranding with a new logo, tagline and materials.

For more than 30 years PrePlan has served as New York State’s preeminent pre-funded funeral trust administrator. Following Governor Cuomo's signing of our Preneed Trust Accountability Act into law in December 2019, New York State’s already best-in-the-nation preneed funeral trust laws were strengthened. The law also included a provision to allow funeral directors to receive a portion of the 75-basis point administrative fee currently allowed under the law, and PrePlan launched our 2020 Patronage Program.

Thanks to these exciting advancements, we felt 2020 was the perfect time to modernize our brand. As we move toward the future, it is important that our brand represents the forward-thinking approach of our board and administrators as well as conveys our commitment to security, compliance, and overall excellence.

Additionally, it is important for us to strengthen the relationship between NYSFDA and PrePlan. As a member of the association you have exclusive access to the services of PrePlan. Our new logo represents the integrity and commitment demonstrated by NYSFDA members and the security and stability of PrePlan’s services.

Finally, our new tagline The Gold Standard. is our promise to you. With PrePlan, your families' preneed funds are 100% government backed. And an independent firm conducts quarterly audits ensuring all investments are fully secure and properly managed. Plus, our knowledgeable and experienced staff is well-versed in New York State preneed law and Medicaid/SSI compliance issues. Each and every day we strive to provide the best, most reliable service as your preneed funeral trust administrator. We strive for the Gold Standard.

Over the next several weeks you’ll see more and more of our new logo and updated materials. As we continue to share a few other exciting announcements and updates throughout 2020, please know that while we may look a little different we’re still providing the same exceptional level of service.

If you have any questions or would like additional information about PrePlan and our services, please reach out. We're available at 800.577.3752 or preplan@preplan.org and would love to hear from you.

As always, thank you for your membership and active participation in NYSFDA. We are honored to serve you and look forward to providing Gold Standard service now and in the future.


COVID-19 Information

In response to the COVID-19 pandemic, PrePlan is working diligently to meet the needs of our members. One way you can help is by signing up for direct deposit of funds. PrePlan can securely deposit your firm’s death claim payments directly into your bank account. It’s safe, secure, and fast - giving you access to your funds the next business day after your claim is processed.

Cick here to download the authorization form and get started today.

Thank you!


Death Certificate Submissions to PrePlan

PrePlan recognizes the essential role we hold in providing the best possible customer service, compliance, security and safety of those funds entrusted to us. COVID-19 has proven to be an external force that is quite challenging for everyone. Our most important priority is the health and safety of our members, those close to you, and our employees.

NYSFDA and its Affiliates are aware of the many obstacles funeral homes are facing, including the limited availability of timely certified death certificates from local registrar offices. As such, PrePlan has worked with our team of auditors to ensure we remain compliant on multiple levels while continuing to provide our firms with prompt payment for their disbursement claims.

We are offering the following temporary options during the COVID-19 pandemic:

Electronic Submission:

  • Call or email PrePlan (preplan@preplan.org) to request that a secure (NeoCertified) email containing a COVID-19 General Administration be sent
    • Complete the COVID-19 General Administration form and sign the indemnification
    • Attach/upload the completed COVID-19 General Administration form along with the registered working copy of the EDRS Death Certificate to the secure email. Please provide the Burial Permit if available.
    • Email to PrePlan

Mail Submission:

  • Complete the COVID-19 General Administration form, enclose the registered working copy of the EDRS Death Certificate and Burial Permit (if available) and mail to PrePlan

- Or -

  • Complete the General Administration form along with a Certified Death Certificate and mail to PrePlan

PrePlan will continue to have a same-day processing policy in place for death claims received Monday through Friday by 11:30am (excluding US holidays and the first business day of each month). We will keep you apprised if and when additional mandates are issued that may require us to modify our operations. Thank you for your patience and valued business. Stay safe and healthy.


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 were mailed out between January 25 through the 31st of this year and are available online. 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).

2019 Patronage checks were processed and mailed April 1st. Please call email (preplan@preplan.org) with questions.


 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
Memorial Day, May 22, 3pm
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