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State of Wisconsin Department of Health Services Wisconsin Funeral and Cemetery Aids Program Manual (WFCAP) History |
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State of Wisconsin Department of Health Services Wisconsin Funeral and Cemetery Aids Program Manual (WFCAP) History |
3.1 Verification of Total Expenses
3.1.1 Verification of Funeral Expenses
3.1.2 Verification of Cemetery/Crematory Expenses
3.2 Verification of Cash Advances
3.2.1 Third Party Cash Advances
3.2.2 Cemetery/Crematory Cash Advances
3.3 Verification of Life Insurance
3.4.1 Executor or Family Representative
3.4.3 Life Insurance Declaration
3.4.3.2 Executor or Family Representative
The Statement of Funeral Goods and Services Selected is required with the WFCAP Application, F-10141.
An itemized statement indicating all goods and services provided and identifying the corresponding expense is required with the WFCAP Application.
Adequate documentation verifying all third party cash advances (see Section 2.5.4.1 Third Party Cash Advances) is required. Payment will be denied if adequate verifying documentation is not provided.
A receipt from the third party vendor is the preferred method of verification.
If it is not possible to obtain a receipt, indicate the following on the Statement of Funeral Goods and Services Selected or provide a written statement identifying the following:
The third party vendor's name and telephone number,
The purchase date, and
The amount of the cash advance and service fee if any.
An itemized statement from the cemetery/crematory is required. The statement must include the following:
The cemetery or crematory's name and telephone number,
The purchase date,
The amount of the cash advance and service fee if any,
The verification that the goods and services have been paid in full, and
The cemetery/crematory service provider's signature.
Adequate verifying documentation for all life insurance policies insuring the decedent’s life is required.
Applications will be denied when life insurance policies insuring the decedent’s life are identified, but adequate verifying documentation is not provided.
Documentation must include a copy of the life insurance policy that states the following:
Face value,
Insurance company name,
Issue date, and
Policy number.
Service providers should work with the decedent’s executor/family representative to obtain the required verifying documentation.
In signing the application, the executor or family representative certifies that the Amount Available from Estate and Amount Available from Other Sources represent the total funds available from the estate and other funding sources to cover funeral and cemetery/crematory expenses.
The Amount Available from Estate and Amount Available from Other Sources must include the following:
In addition, if the decedent is named as the insured on a life insurance policy with a face value of more than $3,000, the amount exceeding $3,000 must be used to pay for the decedent’s unmet funeral and cemetery/crematory expenses.
The executor or family representative must sign for each category of services (funeral home and cemetery/crematory) requested on the application. The executor or family representative must also sign any modifications to the application.
The application must be signed by the person representing the decedent with whom the funeral home, cemetery, or crematory is working to arrange the funeral and burial. If the service provider is working with an out-of-state person to make the arrangements, then the out-of-state family member is the person who must sign the form. If there is no one to represent the decedent, the application should be submitted with a written statement indicating there is no one representing the decedent.
In signing the application form, the service provider certifies the following:
The expenses indicated represent the total actual expenses for goods/services provided, including cash advances and service fees, if applicable;
and
Funds to which the service provider is entitled, including but not limited to burial trusts, burial insurance, life insurance funded burial contracts, burial funds, and life insurance exceeding $3,000, are included in the Amount Available from Estate and Amount Available from Other Sources.
By signing the life insurance declaration section of the WFCAP application, the service provider certifies an inquiry was made of the executor or family representative of any life insurance policies, created on or after October 3, 2016, insuring the life of the decedent.
By signing the life insurance declaration section of the WFCAP application, the executor or family representative certifies that an inquiry was made by the service provider as to the existence of any life insurance policies, created on or after October 3, 2016, insuring the life of the decedent and has disclosed all known policies on the application.
This page last updated in Release Number: 17-01
Release Date: 03/01/2017
Effective Date: 03/01/2017