Policy and beneficiary details
The insurer, policy number, values, and beneficiary remain attached to the preneed contract.
Insurance assignment paperwork, connected to the contract
FuneralHQ keeps the policy and beneficiary details on the preneed contract, generates an assignment of life-insurance benefits, sends it to the policy owner for e-signature, and records when it is signed. Your staff still sends the completed package to the carrier or funding company and confirms claim status outside FuneralHQ.
Who it is for
- Preneed teams recording insurance-funded contracts
- Staff preparing an assignment of benefits for signature
- Firms that want the signed date on the contract record
- Owners who need the funding method visible without inventing a paid balance
What it replaces today
- Re-keying policy details into an assignment form
- A signed assignment stored away from the contract
- A manual checkbox that depends on someone remembering
- Confusing a signed assignment with money received
How assignment paperwork works
The record covers preparation, signature, and contract status. Carrier and funder submission stays with the staff member handling the claim.
- 01
Record the policy details
Keep the insurer, policy number, value, beneficiary, and funding method on the preneed contract.
- 02
Generate the assignment
Create an assignment of life-insurance benefits from the contract information already on file.
- 03
Send it to the policy owner
Email a secure signing link to the policy owner and keep the document with the contract workflow.
- 04
Record the completed signature
When signing finishes, FuneralHQ marks the assignment signed and records the signature date from the document event.
- 05
Submit and follow up outside FuneralHQ
Staff sends the package through the carrier or funding company’s current process and verifies approval, fees, and payment there.
What the record proves
Generated assignment PDF
The assignment starts from contract data instead of a blank form.
Secure e-signature
The policy owner signs through the same document workflow used for other contract packets.
Signed date on the contract
The completed document stamps the assignment status and date automatically.
Funding status stays distinct
A signed assignment does not pretend the insurer has approved or paid the claim.
No implied funder connection
FuneralHQ does not claim to submit directly to an assignment company or carrier.
Common questions
Does FuneralHQ submit the assignment to a carrier or funding company?
No. FuneralHQ prepares the assignment from the contract, sends it for e-signature, and records completion. Staff uses the carrier or funder’s current channel for submission and status.
Does a signed assignment reduce the at-need balance?
A signed assignment proves the document was completed. It is not the same as cash received, so payment and reconciliation are recorded when funding actually arrives.
Can the policy owner sign remotely?
Yes. FuneralHQ creates a secure signing workflow and stores the completed document with the contract.
Which insurers are supported?
The contract can record an insurer and policy details without claiming a direct carrier integration. The carrier’s current assignment and claim requirements still govern the submission.
Prepare and sign an assignment on a sample contract
See policy details become a signing packet and the completed signature return to the contract record.