Contact: Carla Donney
ANNUAL REPORT OF ENDOWMENT CARE – DUE JULY 1, 2017
Effective with the 2016 Annual Report of Endowment Care, due in 2017, reports must be filed electronically (click this link to be redirected to the log-in ALDOI – Preneed Online). Upon clicking the link for ALDOI – Preneed Online, you must enter your Company number, which is your unique Cemetery Authority number. If your cemetery authority is licensed or registered to sell preneed, then you will use your Preneed Certificate of Authority number as your company number. Your log-in information was originally provided in an e-mail. If you did not receive this e-mail and do not have a company number and password or have forgotten it, contact the Preneed Division: (334)240-4420 or firstname.lastname@example.org.
Due to changes in the form and the change from paper forms to online electronic forms, the reporting deadline has been extended. Endowment Care Reports are due by July 1, 2017. In 2017 ONLY, they will be accepted until August 31, 2017. Reports submitted by August 31, 2017, will be deemed to have been filed by April 1, 2017, as required by law. No Cemetery Authority applying to renew its Preneed Certificate of Authority, will be renewed until such time as its Annual Endowment Care Report and the related Annual Endowment Care Trust Statement has been received. Please visit the Certificate of Authority & Branch Registration Renewal for further information regarding renewals.
The law requires all Endowment Care Cemeteries, whether licensed to sell preneed or not, to file a report and trust statement from the trustee on the trust’s activities for the reporting year, annually and within 90 days of the end of the reporting year (due April 1st). The report includes the annual trust statement provided by the trustee and if applicable a copy of each board member’s bond. At the Department’s discretion, the cemetery property sales log may be requested. Trust statements are required to be submitted electronically. Click this Documentation link to be redirected to the Reporting Page for more details about uploading documentation and a list of trustees, who have agreed to electronically submit the required trust statements on behalf of their clients. You may also use this DOCUMENT UPLOAD link to be redirected to a secure site in order to upload your trust statement(s) or any other documentation.
Please review the filing instructions for the Annual Report of Endowment Care prior to filing to ensure the information provided is accurate and as requested. The instructions are located in the Endowment Care section of our Reporting page on our website. For your convenience, you may also obtain the instructions by clicking the following link: Filing Instructions.
For more information, visit the Preneed website: www.aldoi.gov/preneed.
All questions should be directed to the Preneed Division (334)240-4420 or e-mail email@example.com.