Onboarding Form

Take the first step toward a secure financial future —

our experts are ready to guide you every step of the way.

First Name *

Last Name *

Personal Email *

Business Email *

Cell Phone *

Business Phone *

Job Title (Select all that apply) *

Funeral Director

Owner

Preneed Agent

Administrator

Business Details & Primary Member Identity Verification

Funeral Home Name

Address

Funeral Home Physical Address *

City *

State *

Postal code *

Mailing Address Same as Physical Address

Yes

No

Funeral Home Mailing Address

City

State

Postal Code

Funeral Home Website

A2P 10DLC Verification

A2P 10DLC (Application-to-Person 10-Digit Long Code) is a regulated messaging system in the United States that enables businesses to send SMS/text messages to customers using standard 10-digit phone numbers from their applications to their customers. To access this feature, businesses must complete identity verification.

Legal Business Name (as registered with the IRS)

EIN (Employment Identification Number)

Authorized Representative Full Name (as registered with IRS)

Email (as registered with IRS)

Phone Number (as registered with IRS)

Upload IRS Letter *

Web Developer Name *

Web Developer Email *

Web Developer Phone

What At-need software does your Funeral Home use? *

Does this funeral home have more than one location?

Yes

No

How many people need to be onboard?

Please schedule your Onboarding Call after submitting the form. Once you’ve submitted it, you’ll be automatically redirected to the calendar. Thank you.

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