Which action is required when the survivor engages with the funeral director regarding a preneed arrangement?

Which action is required when the survivor engages with the funeral director regarding a preneed arrangement?

• A. Provide annual accounting of the preneed
• B. Provide forms to apply for the preneed funds
• C. Present the survivor with a copy of the preneed agreement
• D. Ask the survivor to prove entitlement

Answer: (C)

The key requirement is to give the survivor a copy of the preneed agreement. That contract contains exactly what was promised, what funds were set aside, and who is entitled to the benefits when the plan is used. Providing a copy ensures the survivor can review the terms, verify that the plan reflects their expectations, and have documentation for reference during planning or if questions arise later. The other options aren’t standard obligations in this interaction: ongoing annual accounting isn’t automatically required just because the survivor engages with the director; forms to apply for preneed funds aren’t a routine response in this context; and asking the survivor to prove entitlement isn’t how the process typically works since the contract itself designates beneficiaries and rights.

The key requirement is to give the survivor a copy of the preneed agreement. That contract contains exactly what was promised, what funds were set aside, and who is entitled to the benefits when the plan is used. Providing a copy ensures the survivor can review the terms, verify that the plan reflects their expectations, and have documentation for reference during planning or if questions arise later. The other options aren’t standard obligations in this interaction: ongoing annual accounting isn’t automatically required just because the survivor engages with the director; forms to apply for preneed funds aren’t a routine response in this context; and asking the survivor to prove entitlement isn’t how the process typically works since the contract itself designates beneficiaries and rights.