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Funeral Planner NSW Test
Funeral Planner NSW Test
Funeral Planner NSW Test
&
ADVERTISING FEATURE
PERSONAL
DETAILS
FUNERAL PLANNER
FOR..................................................... DATE............................................
t: 1300 74 00 74
AW7383535
m: 0497 74 00 74
26 THE SENIOR Monday August 05, 2024 www.thesenior.com.au
ADVERTISING FEATURE
PERSONAL
INFORMATION
PERSONAL DETAILS: PRIMARY NEXT OF KIN:
Surname: ......................................... Given names: ............................................ Surname: ........................................... Given name: ............................................
Address: ............................................................................................................... Address: ...............................................................................................................
Suburb: ........................................State: ................... Postcode:........................
Suburb: ........................................... State: ................... Postcode: ...................
Telephone: ............................... Mobile: ..............................................................
Email: .................................................................................................................... Telephone: ........................................ Mobile:......................................................
Relationship: .........................................................................................................
Date of birth:.........................................................................................................
Place of birth: ............................. State: .................... Country: .........................
FAMILY DOCTOR:
Australian resident since: .....................................................................................
Name: ................................................. Telephone: .............................................
Religion:................................................................................................................
Primary occupation: ............................................................................................. Address: ...............................................................................................................
FINANCIAL INFORMATION
TAX INFORMATION: CREDIT CARD DETAILS:
Income tax records:....................................................................................................... Name of credit card: ................................ Name of bank: ............................................
Account number: ................................................ Expiry: .............................................
Tax file number: .............................................................................................................
Location of records: ...................................................................................................... Name of credit card: ................................ Name of bank: ............................................
Account number: ................................................ Expiry: .............................................
PENSIONS:
Centrelink pension: CAR DETAILS:
Number: ................................................... Type of pension: ......................................... Type of car: ....................................................... Registration number: .........................
Veterans’ affairs:
Ownership details: .........................................................................................................
Number: ................................................... Type of pension: .........................................
Location of records/insurance/lender details/registration details: ................................
Superannuation pensions:
Number: ................................................... Type of pension: .........................................
STOCKS AND SHARES:
LIFE INSURANCE POLICIES: Details:...........................................................................................................................
Location of records: ......................................................................................................
Name of company: .................................. Policy Number/s: ........................................
Details:...........................................................................................................................
Location of records: ...................................................................................................... Location of records: ......................................................................................................
Details:........................................................................................................................... Details:...........................................................................................................................
Location of records: ......................................................................................................
YOUR LEGACY
Protecting our Precious Wildlife
At Wildlife Health Australia, we’re Scan for
more
committed to protecting the health info or to
contact us
of our nation’s iconic wildlife.
Leaving a bequest is a powerful
way to make a lasting impact on
the future of our wildlife.
Your generosity will help us to
safeguard Australia’s unique
natural heritage for generations
$35 US$
to come. www.wildlifehealthaustralia.com.au
28 THE SENIOR Monday August 05, 2024 www.thesenior.com.au
ADVERTISING FEATURE
FUNERAL PLANNING
Favourite poem: ..........................................................................................
PERSON I WOULD LIKE TO MAKE ARRANGEMENTS:
Details:.........................................................................................................
Surname: ......................................................... Given name: ......................................
.......................................................................................................................................
........
Address: ........................................................................................................................
Favourite reading:..........................................................................................................
Suburb: ..................................................State: ........................... Postcode: ...............
Details:...........................................................................................................................
Telephone: ................................................................ Mobile: ......................................
.......................................................................................................................................
Relationship: ..................................................................................................................
Donations in lieu of flowers to: ......................................................................................
FUNERAL DIRECTOR: Any special requests: ....................................................................................................
Name: ................................................................. Telephone: ...................................... .......................................................................................................................................
Address: ........................................................................................................................ .......................................................................................................................................
Suburb: ..................................................State: ........................... Postcode: ............... Photos and plaques: .....................................................................................................
Preferred photo for display:...........................................................................................
PREPAID FUNERAL: Favourite photo for order of service: .............................................................................
WILL DETAILS
EXECUTOR OF MY WILL:
Name: ..................................................................................................... Telephone:...............................................................................................................................................
.................
Address: ....................................................................................................................................................................................................................................................................
Address: ....................................................................................................................................................................................................................................................................
COPY OF MY WILL:
Date of will: ................................................................................................................................................................................................................................................................
Deposited with: .........................................................................................................................................................................................................................................................
Name: ..................................................................................................... Telephone:...............................................................................................................................................
Address: ....................................................................................................................................................................................................................................................................
Suburb: ............................................................................................................ State: ........................................................... Postcode:.................................................................
Location of documents: ............................................................................................................................................................................................................................................
SOLICITOR:
Name: ..................................................................................................... Telephone:...............................................................................................................................................
Address: ....................................................................................................................................................................................................................................................................
By including a gift in your Will to The Kids' Cancer Project, you can create a powerful
legacy and ensure your values live on by helping create more effective and less toxic
cancer treatments for kids.
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NOTIFICATION
OF DEATH
Following is a guide of some organisations and businesses that will require Local government for rates and car registration.
notification of a death of a customer. In many cases they will ask to cite a copy of a
Chemist / dentist
death certificate and will.
Utilities
Department of Social Security
Electoral office
Department of Veteran’s Affairs
Superannuation company Medicare
OBTAINING
A DEATH CERTIFICATE
When someone dies in Australia, essential legal administration must be completed. “The NSW Registry of Births, Deaths and Marriages issues a death certificate
A Medical Certificate of Cause of Death (MCCD) must be issued by the attending as the official record of a person’s death.
medical professional, usually within 48 hours of the death. “It can be used as proof of death for transferring or cancelling services or for
The MCCD provides the basis for registering a death. administering a will.
Registering a death is legally required in all Australian states and territories under the “In NSW, a funeral director will normally register a death and apply for a death
Births, Deaths and Marriages Act. certificate on the family’s behalf within seven days of burial or cremation.
A death certificate can be issued once a death is registered with the relevant state “Most death registrations are processed within a week from when a complete
or territory registry. application is received.”
A death certificate is an essential legal document required to administer an estate. If a funeral director is not being used, next of kin and individuals can attend to these
administrative issues subject to the state or territory’s rules and guidelines.
“All states and territories have different legislative requirements relating to
registering a person’s death,” a spokesperson for the NSW Registry of Births, Information about registering a death and applying for a death certificate is available
Deaths and Marriages said. online at all state and territory Births, Deaths and Marriages websites.
LEAVING A BEQUEST
Many Australians leave a gift to charity in their will. A specific bequest is a specified sum of money or asset.
Also known as a bequest, the gift is your donation when you include a portion of Before leaving a gift or bequest in your will, make sure your estate plans are in order.
your estate to a not-for-profit organisation or charity. It could be a museum, a health, It is important to speak to the charity or organisation first if you are planning on
children’s or other charity, medical or research institute, animal welfare organisation …
making a bequest. Many can assist with the wording of a bequest or a solicitor can
something you believe in. formulate wording for you.
Your bequest helps support the causes you care about beyond your lifetime and can
While many people already donate to causes in some form or another, it may not have
be a powerful way of leaving a legacy.
occurred to you that a charitable legacy can continue beyond death.
The two main types of bequests are residuary and specified. Deciding to leave a bequest is a great way to acknowledge your favourite charity or
A residuary bequest is the amount that remains after all other gifts and estate organisation. It is also a way of being remembered as someone who provided funding
expenses have been satisfied. for a cause or to effect change.
Additional copies of this planner can be printed from The Senior’s website - www.thesenior.com.au