The decision to preplan your funeral is a meaningful gift you can give loved ones, relieving them of the duty of figuring out what your wishes were. Preplanning a funeral allows you the opportunity to make personal and specific selections for your funeral and memorial arrangements. Prefunding a funeral provides peace of mind, and reduces the financial burden on family members during an emotional time.

Tax Statement Information

PrePlan will begin processing each accountholder’s Grantor Trust Tax Statement for 2018 in January 2019. Tax statements are generally mailed between January 24th - 31st via the U.S. Postal Service.

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.
  • 2018 tax statements will be available online by 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.

 Important Information About 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.

2019 Closing Schedule

New Years’ Day, January 1
Martin Luther King Day, January 21
Presidents Day, February 18
Good Friday, April 19, 1pm
Memorial Day, May 27
Independence Day, July 4
Labor Day, September 2
Columbus Day, October 8
Veterans’ Day, November 11
Thanksgiving, November 28–29
Christmas Eve, December 24, 1pm
Christmas Day, December 25
New Year’s Eve, December 31, 3pm