Funeral Office Procedures

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Presentation transcript:

Funeral Office Procedures Funeral Administrator Unit AD4

Learning Outcomes: The learner is able to: Assist a client to complete the correct application form to claim a DWP benefit Receive and handle charitable donations, cash and cheques Confirm arrangements Arrange the printing and publishing of service sheets, death announcements and obituary notices Receive and record floral tributes

Benefits The new Bereavement Support Payment was introduced 6th April 2017 Previously there was: Bereavement Allowance Bereavement Payment Widowed Parent’s Allowance There is also: Funeral Payment from the social fund which remains unchanged

Benefits - Bereavement Support Payment The claimant could be eligible if their husband, wife or civil partner either Paid NI contributions for at least 25 weeks or died because of an accident at work or a disease caused by work When they died they must have been under state pension age

Benefits - Bereavement Support Payment There is a larger first payment followed by up to 18 monthly payments. The amount depends on your circumstances: Children under 20 in full-time education First Payment £3,500 Monthly payment £350 No children under 20 in full time education First payment £2,500 Monthly payment £100

Benefits - Bereavement Support Payment Must claim within 3 months of the death to get full payment Claim on form BSP1 (downloadable) and take to local jobcentre or post to: Bereavement Support Payment  Mail Handling Site A  Wolverhampton  WV98 2BS  Bereavement Service helpline Telephone: 0800 731 0469 

Funeral Payment Claim on Form SF200 or by phone How will shortfall in funeral costs be paid? Any Insurance policies will be taken into account Maximum of £700 towards Funeral Director’s fees

Funeral Payment Claimant must be in receipt of other benefits Circumstances of applicant NOT deceased (although the form includes questions about the estate of the deceased) Financial status of the deceased does not contribute to eligibility Other relatives may be asked to contribute

Describe the key elements of each of the benefits Learning Outcome 1: Assist a client to complete the correct application form to claim a DWP benefit Evidence required: Describe the key elements of each of the benefits Identify the qualifying criteria for each benefit Identify Government Department responsible for payment of the benefit

Newspaper Notice (Death Announcement) Finding the right newspaper or trade journal Deadlines and Editions Layout Information to be given Checking the copy Confirming the price Online edition

Service Sheets Layout and Design Content Hymn words Checking with client & clergy Printer’s deadline Checking copy before final print run

Funeral Stationary Attendance Cards 8/8 previous Previous Next                                                                                                                                                                                                                                                                                                                          Previous         Next PlayPrevious 8/8 Close

Funeral Stationary Announcement Cards 8/8 previous Previous Next                                                                                                                                                                                                                                                                                                                          Previous         Next PlayPrevious 8/8 Close

Funeral Stationary Thank You Cards 8/8 previous Previous Next                                                                                                                                                                                                                                                                                                                          Previous         Next PlayPrevious 8/8 Close

Funeral Stationary Bookmarks 8/8 4/4 previous Previous Next                                                                                                                                                                                                                                                                                                                          Previous         Next PlayPrevious 8/8 Close previous                                                Previous         Next PlayPrevious 4/4 Close

Funeral Stationary Memorial Cards 8/8 previous Previous Next                                                                                                                                                                                                                                                                                                                          Previous         Next PlayPrevious 8/8 Close

Donations Multiple charities Online donations Cash donations Cheque donations Funeral directors donation accounts Collating and forwarding to charities Acknowledgements to families

Cash Handling Paid funeral accounts Petty cash Cash payments for disbursements Charitable donations Banking procedures

Floral Tribute Recording Date and time Deceased's name Florist Name on card Description of tribute e.g. tied bunch of red roses, white 36” cross etc

Apply company procedure for handling donations Learning Outcome 2: Receive and handle charitable donations, cash and cheques Evidence required: Apply company procedure for handling donations Follow Company banking procedures Handle and count cash, record cash payments and receipts, record receipt of cheques Follow procedures for payments by credit/debit cards

Learning Outcome 3: Confirm arrangements Evidence required: Prepare and send letters of confirmation to clients Prepare and send letters of confirmation to ministers/celebrants

Learning Outcome 4: Arrange the printing and publishing of service sheets, death announcements and obituary notices Evidence required: Use directories and other information sources to locate newspapers and periodicals Prepare copy for newspapers and publishers Prepare announcements and service sheets for clients

Learning Outcome 5: Receive and record floral tributes Evidence required: Check name on card to identify those for the coffin Keep tributes separate from other families List tributes in a legible way as per your company procedure

Any questions?