Transfer Your Plan
Transfer Your Pre-Arranged Funeral Plans
Already have a pre-need funeral or cremation plan with another provider?
You can move it to Olson–Yoder Funeral Home in Mount Pleasant with a simple phone call. Pre-arranged plans and insurance policies belong to you, not the funeral home. We’ll guide the transfer at no cost and make sure your wishes are honored right here in Henry County.
Why Families Choose to Transfer
- You’ve moved to or closer to Mount Pleasant.
- You prefer our care, facilities, or location.
- The original funeral home changed ownership.
- You want to update service preferences or include faith/cultural traditions.
- You’d like one local team to support your family when the time comes.
What to Have Handy
- Policy or contract number (if available)
- Name of the original funeral home
- Policyholder’s full name and date of birth
- Any documents outlining guaranteed items or selections
Begin the Process of Transferring Your Plan
Pre-Plan Transfer Form
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Frequent Questions About Transferring Plans
Can any pre-arrangement be transferred?
Most insurance-funded and trust-funded pre-arrangements can be transferred. We’ll review your documents and confirm the details with the issuing company.
Will I lose any benefits?
No, the funds and benefits belong to you. Any guarantees or special terms are honored according to the original contract.
Do I need to call the other funeral home?
No. With your permission, our staff will handle all notifications and paperwork.
Can I make changes to my selections?
Yes. You can update service preferences, music, merchandise, or religious rites. If your original plan had guaranteed pricing on specific items, we’ll review how changes may affect those guarantees.
What about Medicaid-approved (irrevocable) plans?
Many can be moved; we’ll help ensure the transfer complies with Iowa regulations and the terms of the policy.
