NCBFS Preneed/Atneed Worksheet

Deceased Name *

Preneed Contract

Total non-guaranteed items (Preneed)

Preneed Cash Advance Items

Sales tax

Preneed Sales Tax

Svc/Mdse items NOT used (Atneed)

Total P-N Non-Guaranteed Items

and/or Svc/Mdse items not used

("A" on COP)

Preneed - Payment

("B" on COP)

Atneed Contract

Total atneed cash-advances

atneed grave, obit, death certificates, etc.

Sales tax

atneed sales tax

Svc/Mdse Items ADDED (Atneed)

Eternal Tribute

Video Tribute

Boutonniers

"Billable Charges"

("Actual" on COP)

Atneed Closeout Amount

Amount received from preneed when performed

% allowed for "billable charges"

("C" on COP)

$$ available for "billable charges"

("Available" on COP)

Refund/Amount Due

Positve = FH
Negative = Refund