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Goods and Services Program for Funeral Trusts

A Crucial Component of a Funeral Trust Policy

A Statement of Goods and Services for funeral trusts is a crucial component of a funeral trust policy, especially when dealing with Medicaid-related matters. This document serves as verification that the expenses associated with funeral planning match the premium of the funeral trust. Many Medicaid offices require this document as part of the Medicaid application process to confirm that the funeral trust policy is a valid transaction. The Goods and Services also ensures that the policy is a protected asset from a Medicaid spenddown. Elder Life Group recommends requesting a Goods and Services with every funeral trust policy.

Elder Life Group Partnership

Elder Life Group has established a valuable partnership with a national Funeral Director. Through this collaboration, we proudly offer the Goods and Services Program to our Elder Life Group agents and advisers, on behalf of the families they serve.

Requesting Your Statement

To request a Statement of Goods and Services for your funeral trust policy, please fill out the form below and provide the requested information.

Before proceeding, please take note of the following:

  • Payment: Payment must be received to process your request.
  • Non-Refundable: Please be aware that the fee for this service is non-refundable.
  • Delivery: The Goods and Services documentation will be promptly emailed to the agent on the day the Funeral Director processes the request.
  • Processing Time: Please allow up to 3 business days to process your request.
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