Funeral Home Field Module

INTERACTIVE FIELD MODULE · 2026 EDITION

Funeral Home — Field Module

Funeral Services, Preparation & Crematory Field Worksheet

Record which funeral services occur at this property. Distinguish on-site preparation and cremation from services performed by third parties, and note areas that could not be accessed.

Not saved. Complete fields as available. Use Save Draft before leaving this page.

Business / Building Profile

Insured / DBA / contact / role
Site address / website / phone
Survey date / inspector
Established / time at site
Office / viewing / after-hours operations
Stories / SF / construction / location
Roof age / improvements / condition
Underwriting Focus — Business / Building Profile

Document services and hours, including after-hours receiving and services by appointment.

Floor Plan / Public Areas

Offices / bathrooms / lobby
Chapel / seating capacity
Family / viewing / gathering rooms
Casket / merchandise selection area
Garage, receiving and storage bays
Other uses and rentable spaces
Accessible routes / slips / exits
Underwriting Focus — Floor Plan / Public Areas

Identify distinct public gathering and restricted preparation spaces.

Funeral Services / Transportation

Services offered at this site
Funeral/viewingEmbalmingBody preparationCremationBurial arrangementPre-need salesTransportation

Select observed or contact-reported services

Embalming/preparation room on premises?Yes No Not observed Unable to confirm Not applicable

Choose Yes, No or Unable to confirm

Cremation equipment operated on premises?Yes No Not observed Unable to confirm Not applicable

Choose Yes, No or Unable to confirm

Receiving / refrigerated storage
Hearses / passenger / transfer vehicles
Transport territory / auto carrier
Outside removal / transport / crematory
Underwriting Focus — Funeral Services / Transportation

Separate services performed by employees from contracted vendors.

Preparation / Chemical Controls

Formaldehyde / embalming chemical storage
Preparation room ventilation
PPE / eyewash / spill or sharps controls
Medical or hazardous waste handling
Preparation room access restriction
Other flammables / heat or chemical hazards
Underwriting Focus — Preparation / Chemical Controls

Preparation areas may involve formaldehyde, other chemicals and sharps; report visible controls, not assumed compliance.

Crematory / Service & Oversight

Number/type of crematory units
Exhaust / flue / adjacent exposure
Operating temperature / usage records
Installation / maintenance / cleaning dates
Permit / fire / environmental review reported
Underwriting Focus — Crematory / Service & Oversight

Record equipment, exhaust and service dates without inferring EPA or local permitting requirements.

Security / Fire / Financial

Security controls
Monitored burglar alarmCCTVRestricted doorsMagnetic accessPanic alarmGuard service

Select what was actually present or reported

Guard service / armed / COI
Fire alarm / sprinklers / extinguishers
Emergency lights / exit signs / routes
Building / contents estimates
Projected annual sales / source
Losses past 3 years
Areas / documents not verified
Underwriting Focus — Security / Fire / Financial

Maintain a clear distinction between verified tags and reported protections.

Photographs to Obtain

Check when obtained. Priority photographs are bold; required only where applicable, safe and permitted. Record restricted access or missing documentation.

☐Building exterior and address ☐Chapel, seating and exit path ☐Public lobby / viewing spaces ☐Garage, vehicle bays and storage ☐Embalming room / secured chemical cabinet if authorized ☐Crematory equipment and visible exhaust if present ☐Crematory service/inspection record where available ☐Fire protection and extinguisher tags ☐Exit signs, corridors and emergency lighting ☐Any supported concern / recommendations

Editable Narrative Insert

Replace bracketed cues with reported or verified facts; delete claims that do not apply. Save your draft and copy the finished narrative into the report.
The risk, [business/DBA], operates a funeral home at [address] in a [stories/construction/SF] building. The business has operated [years] and maintains [hours/appointment operations]. Public areas consist of [lobby, chapel seating, family rooms, casket selection and offices]; the property also includes [garage, other areas]. Recent building improvements reported include [details]. Services provided on site include [viewings/embalming/cremation/transportation as applicable]. Preparation and chemical storage controls were [observations], including [formaldehyde security, ventilation, waste controls]. The crematory, if present, consists of [equipment, exhaust and service/permit documentation actually obtained]. Transport vehicles and outside contractors consist of [types, quantities, arrangements]. Security and fire protection include [details]. Building and contents estimates are [amounts/source], with annual receipts of [amount/source]. Losses over the last three years were [details]. The following areas/records could not be verified: [limitations].
The risk, [business/DBA], operates a funeral home at [address] in a [stories/construction/SF] building. The business has operated [years] and maintains [hours/appointment operations]. Public areas consist of [lobby, chapel seating, family rooms, casket selection and offices]; the property also includes [garage, other areas]. Recent building improvements reported include [details]. Services provided on site include [viewings/embalming/cremation/transportation as applicable]. Preparation and chemical storage controls were [observations], including [formaldehyde security, ventilation, waste controls]. The crematory, if present, consists of [equipment, exhaust and service/permit documentation actually obtained]. Transport vehicles and outside contractors consist of [types, quantities, arrangements]. Security and fire protection include [details]. Building and contents estimates are [amounts/source], with annual receipts of [amount/source]. Losses over the last three years were [details]. The following areas/records could not be verified: [limitations].

Recommendations / Follow-Up

Document only visible or otherwise supported concerns. Cite the condition, location and action needed. Use “unable to confirm” where appropriate.
Funeral Home Field Module · LossControlAcademy.com · Site-specific observations only; not a code-compliance certification.
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