Custom Document - Insert Merge Fields:
Case People section

Address of the Authorizing Agent case person

Example: 33 North Main St

Area code of the Authorizing Agent case person

Example: 603

City of the Authorizing Agent case person

Example: Manchester

Email address of the Authorizing Agent case person

Example: [email protected]

First Name of the Authorizing Agent case person

Example: Joe Smith

First, Middle and Last name of the Authorizing Agent case person

Example: Joe M Smith

Full suffixed name of the Authorizing Agent case person

Example: Joe M Smith, Jr.

Last Name of the Authorizing Agent case person

Example: Smith

The Authorizing Agent's Mailing City

Example: Batesville

The Authorizing Agent's Mailing State

Example: NH

The Authorizing Agent's Mailing State

Example: New Hampshire

The Authorizing Agent's Mailing Street Address

Example: 123 Main Streets

The Authorizing Agent's Mailing Zip

Example: 03045

Mailing salutation of the Authorizing Agent

Example Mr. Joe Smith

Middle name of the Authorizing Agent case person

Example: M

Phone number of the Authorizing Agent case person

Example: 603-888-1234

Last 7 digits of the Authorizing Agent’s phone number

Example: 888-1234

Prefix of the Authorizing Agent's name

Exampe: Mr

State of the Authorizing Agent case person

Example: NH

Full State description of the Authorizing Agent case person

Example: New Hampshire

Zip Code of the Authorizing Agent case person

Example: 03101

Beneficiary_Address

The address of beneficiary on the case.

Example: 1 Hemlock Road

Beneficiary_Age

The age of beneficiary on the case.

Beneficiary_Area_Code

The area code of beneficiary on the case.

Example: 603

Beneficiary_Birth_Date

The birth date of beneficiary on the case.

Beneficiary_Birth_Date_Search

The birth date of beneficiary on the case.

Beneficiary_City

The city of beneficiary on the case.

Example: Goffstown

Beneficiary_CSZ

The city, state and zip code of beneficiary on the case.

Example: Goffstown, NH 03045

Beneficiary_EMail

The email ID of beneficiary on the case.

Beneficiary_First_Name

The first name of beneficiary on the case.

Example: Sam

Beneficiary_FML

The name of beneficiary on the case.

Example: Mrs. Sam Malory

Beneficiary_FullSuffixName

The name of beneficiary on the case.

Example: Sam Malory

Beneficiary_Last_Name

The last name of beneficiaryon the case.

Example: Malory

Beneficiary_Mailing_Salutation

The salutation of the beneficiary on the case.

Example: Mrs. Malory

The beneficiary's mailing city.

Example: Batesville

The beneficiary's mailing state.

Example: NH

The beneficiary's mailing state.

Example: New Hampshire

The beneficiary's mailing street address.

Example: 123 Main Street

The beneficiary's mailing zip.

Example: 03045

Beneficiary_Middle_Name

The middle name of beneficiaryon the case.

Beneficiary_Phone

The phone number with area code of beneficiary on the case.

Example: (603) 555-5555

Beneficiary_Phone_Last_7

The phone number without area code of beneficiary on the case.

Example: 555-5555

Beneficiary_Primary_Prefix

The prefix part of beneficiary on the case.

Example: Mrs.          

Beneficiary_SSN_Parsed

The social security number of beneficiary on the case.

Beneficiary_State

The state of beneficiary on the case.

Example: NH       

Beneficiary_State_Descr

The state of beneficiary on the case.

Example: New Hampshire                

Beneficiary_Zip

The zip code of beneficiary on the case.

Example: 03045

CasePerson (1 to 10)

The name of the case person (up to 10).

These names are in the Case People section of the Case People and Relationships screen.

NOTE: These 10 names will NOT include the following as these are separately available in the data source:

NOK, ARRANGER, FATHER, MOTHER, SPOUSE

CasePersonRelationship
(1 to 10)

The relationship of the name to the deceased (up to 10).

These names are in the Case People section of the Case People and Relationships screen.

NOTE: These 10 names will NOT include the following as these are separately available in the data source: NOK, ARRANGER, FATHER, MOTHER, SPOUSE

Child1 to 5

The name of children of the decedent on the case. (Up to 5)

These are names in the Relationships section of the screen that have a relationship of SON or DAUGHTER.

Example: Denise Winston

DeceasedsFather

The father name of decedent on the case.

Example: Mr. William  Malory

DeceasedsMother

The name of deceased mother on the case.  (Mothers are case people.)

Example: Jane  Hawthorne

The Embalming Authorizers Mailing City.

Example: Batesville

The Embalming Authorizers Mailing State.

Example: NH

The Embalming Authorizers Mailing State.

Example: New Hampshire

The Embalming Authorizers Mailing Street Address.

Example: 123 Main Street

The Embalming Authorizers Mailing Zip.

Example: 03054

Family1 (thru 35)

The name of family members of the decedent on the case. (Up to 35)

These are names in the Relationships section of the screen that have a relationship that is flagged as “family”. By default, “family” includes the following relationships:

Brother                      

Child

Daughter                     

Grand Daughter

Grand Son

Sister                       

Son                          

Step Brother

Step Daughter

Step Father

Step Mother

Step Sister

Step Son

If you want to include other relationships as “family”; check the family flag in Relationship Code Maintenance.

Family1_Relationship (thru 35)

The relationship of the family member to the deceased.

FamilyContact

The name of the “Arranger” case person on the case.

Example: Karen Schuler

FamilyContactFullAddress

The address of the “Arranger” case person on the case.

Example: 50 Oak Street Manchester, NH 03102

The name of the decedent's Father on the case.

Example: Mike Jones

City where decedent's father was born

Example: Tampa

State code where decedent’s father was born

Example: Florida

ImmediateFamily_Children1
(thru 10)

The name of son(s) and or daughter(s) associated with the decedent. (Up to 10)

These are names in the Relationships section of the screen that have a relationship of SON or DAUGHTER.

Example: Denise Winston   

ImmediateFamily_GrandChildren1 to 20

The name of immediate family grand children associated with the decedent. (Up to 20)

These are names in the Relationships section of the screen that have a relationship of Grand Daughter or Grand Son.

Example: Betty Malory

ImmediateFamily_GrandParents1 to 10

The name of immediate family grand parents associated with the decedent. (Up to 10)

These are names in the Relationships section of the screen that have a relationship of Grand Parent, Grand Mother or Grand Father.

Informant's Mailing City.

Example: Batesville

Informant's Mailing City.

Example: NH

Informant's Mailing State.

Example: New Hampshire

Informant's Mailing Street Address.

Example: 123 Main Street

Informant's Mailing Zip.

Example: 03045

Informant_Mailing_Salutation

The Informant’s Mailing Salutation on the case. Informants are case people.

Example: Mrs. Malory

Informant_phone

The informant’s phone on the case. Informants are case people.

Example: (603) 555-5555

Informant_Primary_Prefix

The prefix part of the informant’s name on the case. Informants are case people.

Example: Mrs.          

InformantCity

The informant’s address on the case. Informants are case people.

Example: Goffstown

InformantCSZ

The informant’s city, state and zip code on the case. Informants are case people.

Example: Goffstown, NH 03045

The informant's email address

Example: [email protected]

InformantFirstName

The informant’s first name on the case. Informants are case people.

Example: Sam

InformantFullSuffixName

The informant’s name with the suffix on the case. Informants are case people.

Example: Sam Malory

InformantLastName

The Informant’s Last name on the case. Informants are case people.

Example: Malory

InformantMiddleName

The informant’s Middle name on the case. Informants are case people.

InformantPrimaryFullAddress

The informant’s address on the case. Informants are case people.

Example: 1 Hemlock Road Goffstown, NH 03045

InformantRelationship

The informant’s relationship on the case. Informants are case people.

Example: Daughter                     

InformantStateCd

The informant’s state on the case. Informants are case people.

Example: NH       

InformantStateName

The informant’s state on the case. Informants are case people.

Example: New Hampshire                

InformantStreet

The informant’s address on the case. Informants are case people.

Example: 1 Hemlock Road

InformantSubTitle

The informant’s sub title on the case. Informants are case people.

InformantZip

The informant’s zip code on the case. Informants are case people.

Example: 03045

Mother_Name

The maiden name of decedent mother on the case.

Example: Jane  Hawthorne

City where decedent's mother was born

Example: Tampa

State code where decedent’s mother was born

Example: Florida

Mothers_Maiden_Name

The maiden name of decedent mother on the case.

Example: Jane  Hawthorne Malory

Next of Kin's Mailing City.

Example: Batesville

Next of Kin's Mailing State.

Example: NH

Next of Kin's Mailing State.

Example: New Hampshire

Next of Kin's Mailing Street Adress.

Example: 123 Main Street

Next of Kin's Mailing Zip.

Example: 03054

NOK_Mailing_Salutation

The mailing salutation of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: Benjamin Malory

NOK_phone

The phone number of Next of Kin of the decedent on the case.

Next of Kin names are case people.

Example: (603) 555-4444

NOK_Primary_Prefix

The prefix part of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: Mr.           

NOKCity

The city of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: Manchester

NOKCSZ

The city, state and zip of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: Manchester, NH 03102

NOKFirstName

The first name of Next of Kin of the decedent on the case. Next of Ken names are case people.

Example: Benjamin

NOKFullSuffixName

The full suffix name of Next of Kin of the decedent on the case. Next of Ken names are case people.

Example: Benjamin R Malory Jr.

NOKLastName

The last name of Next of Kin of the decedent on the case. Next of Ken names are case people.

Example: Malory

NOKMiddleName

The middle name of Next of Kin of the decedent on the case. Next of Ken names are case people.

Example: R

NOKPrimaryFullAddress

The full address of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: 40 Turning Leaf Road Manchester, NH 03102

NOKRelationship

The relationship of Next of Kin with the decedent on the case. Next of Kin names are case people.

Example: Spouse                       

NOKStateCd

The state of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: NH       

NOKStateName

The state of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: New Hampshire                

NOKStreet

The street of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: 40 Turning Leaf Road

NOKSubTitle

The suffix part of Next of Kin of the decedent on the case. Next of Ken names are case people.

Example: Jr.

NOKZip

The zip code of Next of Kin of the decedent on the case. Next of Kin names are case people.

Example: 03102

PrecededInDeath1-10

Family members that are preceded in death.

These are names in the Relationships section of the screen that have the “preceded in death” box checked.

Purchaser_Address

The address of purchaser on the case.

Example: 40 Turning Leaf Road

Purchaser_Area_Code

The area code of purchaser on the case.

Example: 603

Purchaser_City

The city of purchaser on the case.

Example: Manchester

Purchaser_EMail

The email ID of the purchaser on the case.

Example: [email protected]                                                                    

Purchaser_First_Name

The first name of purchaser on the case.

Example: Benjamin

Purchaser_FML

The name of purchaser on the case.

Example: Mr. Benjamin R Malory Jr.

Purchaser_FullSuffixName

The name of purchaser on the case.

Example: Benjamin R Malory Jr.

Purchaser_Last_Name

The last name of purchaser on the case.

Example: Malory

Purchaser's Mailing City.

Example: Batesville

Purchaser's Mailing State.

Example: NH

Purchaser's Mailing State.

Example: New Hampshire

Purchaser's Mailing Street Address.

Example: 123 Main Street

Purchaser's Mailing Zip.

Example: 03054

Purchaser_Mailing_Salutation

The salutation of the purchaser on the case.

Example: Benjamin Malory

Purchaser_Middle_Name

The middle name of purchaser on the case.

Example: R

Purchaser_Phone

The phone number with area code of purchaser on the case.

Example: (603) 555-4444

Purchaser_Phone_Last_7

The phone number without area code of purchaser on the case.

Example: 555-4444

Purchaser_Primary_Prefix

The prefix part of purchaser on the case.

Example: Mr.           

Purchaser_State

The state of purchaser on the case.

Example: NH       

Purchaser_State_Descr

The state of purchaser on the case.

Example: New Hampshire                

Purchaser_Zip

The zip code of purchaser on the case.

Example: 03102

Sibling1 to 10

The name of sibling(s) associated with the decedent. (Up to 10)

These are names in the Relationships section of the screen that have a relationship of BROTHER or SISTER.

Example: Peter Mallory

Spouse

The name of deceased spouse on the case.  (Spouses are case people)

Example: Mr. Benjamin R Malory Jr.

The address of the deceased's spouse

Example: 22 Main St

The area code of the spouse's phone number

Example: 603

The City of the spouse's address

Example: Bedford

Spouse_Death_Date

Spouse’s Death Date

Example: 1-Jul-14

Spouse_Death_Date_Search

Spouse’s Death Date

Example: 7/1/2014  12:00:00 AM

Spouse_Death_Day

Spouse’s Day of Death

Example: Monday

Spouse_Death_Time

Spouse’s Death Time

Example: 2:14pm

Spouse_Deceased

Whether or not spouse is deceased

Example: yes

Email address of the spouse on the case

Example: [email protected]

Spouse_First_Name

The first name of the spouse on the case.

Example: Benjamin

First, Middle and Last name of the spouse on the case

Example: Jane M Jones

Spouse_Full_Name

Full name of spouse of decedent

Example: Mr. Benjamin R Malory Jr

Spouse_FullSuffixName

The name of spouse on the case without the prefix.

Example: Benjamin R Malory Jr. 

Spouse_Last_Name

The last name of the spouse on the case.

Example: Malory

Spouse_Maiden_Name

The maiden name spouse on the case.

Mailing Salutation for the spouse on the case.

Example: Mrs. Jane Jones

Spouse's Mailing City.

Example: Batesville

Spouse's Mailing State.

Example: NH

Spouse's Mailing State.

Example: New Hampshire

Spouse's Mailing Street Address.

Example: 123 Main Street

Spouse's Mailing Zip.

Example: 03054

Spouse_Middle_Name

The middle name of the spouse on the case.

Example: R

The phone number of the spouse on the case

Example: 603-555-7777

The last 7 digits of the phone number for the spouse on the case

Example: 555-7777

The prefix of the name of the spouse on the case

Example: Mrs.

Spouse_Relation

The relationship with the decedent

Example: Spouse

The state of the address of the spouse on the case

Example: NH

The full description of the state of the address of the spouse on the case

Example: New Hampshire

Spouse_Suffix

The name suffix of spouse on the case.

Example: Jr.

Spouse_Title

The prefix part of the name of spouse

Example: Mr. 

The zip code of the address of the spouse on the case

Example: 03101