Manage pre-need funding
The pre-need register tracks funding already arranged. It is not a workflow for selling a new policy or making statutory refund decisions.
Record funding
- Open a pre-need case and go to Pre-need funding.
- Select Record funding.
- Choose the kind and enter the carrier or bank.
- Enter the applicable face amount or amount deposited, opening date and reference details.
- Record beneficiary information where applicable, then save.
Keep reference details within the fields provided. Do not put full account credentials in notes.
Update a statement balance
Under Statements, select Record a statement. Enter the statement date and the balance the bank stated, with credited interest or charges when available.
Check the saved entry. Use Correct this statement for an error. Do not replace a dated bank balance with an estimate of what it might be today.
Open Pre-need for the firm's register, location totals and quiet accounts needing an updated statement.
Apply funding to an at-need case
- Open the relevant instrument and select Apply.
- Choose the correct at-need case.
- Check the decedent and case number.
- Confirm Apply to this case.
- Review the resulting record on the destination case.
An insurance instrument creates an assignment to follow through settlement. Check the actual result for the instrument type and do not record the same funding again manually.
Share with the purchaser
Issue a family link with What they have set aside selected on the pre-need case. It shows recorded funding and dated statement balances, not a projected return. Staff notes and recorded beneficiary information remain outside that view.