R4 LETTEROFINSTRUCTIONS

Letter of Instructions
A letter of instructions is an informal document that benefits both you and your survivors byproviding specific, detailed information necessary for making your funeral arrangements andsettling your affairs according to your wishes. It should not, however, be regardedas a substitute for your will, but rather as a supplement to your will. Like all estateplanning documents, it should be reviewed and updated periodically.

If you do not have all the information you may Save or Submit the application at any point and receive a link to continue at another time.
Applicant Details
First Name*
Middle Name
Last Name*
Full Name
Street Address
Apartment
City
State
ZIP
Full Address
Primary Email Address*
A link to this form will be sent automatically
Secondary Email Address
Phone Number*

	Please Provide Details Below
Name of Funeral Home
Telephone
Address

	Please Provide Details Below
Location
Date Purchased
Deed Number
Location of Deed

Banking and Finance Information
Do you have any open checking or savings account(s)?

YesNo
Checking Account(s):
Do you have any outstanding loans?

YesNo
Please provide description of the loan(s) below:
Are there any debts owed to the estate?

YesNo
Debit Details
Credit Card Information
Do you have any active credit cards?

YesNo
All credit cards should be canceled or converted to the survivor's name. Provide the following information for each card:

Investments
Do you have any of the following investments:

StocksBonds, CDs, and Other Interest-Earning Securities401(k)IRAOther InvestmentsNone of the above
Stock Information
Bonds, CDs, and Other Interest-Earning Securities
401k Account(s)
IRA Account(s)
Other Investment(s)
Should be Empty:

Letter of Instructions