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Is it mandatory for promissory notes and contracts to be included in the Statement of Funeral Goods and Services Selected?

  1. Yes, they must be included

  2. No, they should not be included

  3. Only if the family requests it

  4. Only for preneed arrangements

The correct answer is: No, they should not be included

The inclusion of promissory notes and contracts in the Statement of Funeral Goods and Services Selected is not required. The Statement of Funeral Goods and Services Selected serves as an itemized list that outlines the specific goods and services that have been chosen by the consumer, allowing them to clearly see what they are paying for at the time of the arrangement. Promissory notes, which are written promises to pay a specified amount, and contracts, which are legally binding agreements, pertain more to the financial arrangements and terms of credit rather than the actual selection of goods and services. These documents might be relevant to the overall financial transaction, but their details should not clutter the clear and concise purpose of the statement, which is to present an accurate summary of what services and products are being provided. While families may appreciate having a comprehensive view of all documents related to the funeral arrangement, it is not a requirement under the regulations governing funeral practices to include these financial instruments in the statement of goods and services selected.