(Background Checks are $38.25 NOT $25.00)
Applications
- Additional Preneed Sales Agent Registrations
- Cancellation of Appointment of Preneed Sales Agent
- New Branch Registration
- New Certificate of Authority
- New Preneed Sales Agent Registration
- Surrender of Certificate of Authority
- Surrender of Branch Registrant
- Transfer of Certificate of Authority
- Transfer of Branch Registrant
- Background Check
- Citizenship Verification
Samples & Guidelines
- Consumer Complaint Form
- Disclosure and Consent Form for Preneed Life Insurance or Annuity Purchased by Preneed Trust
- Disclosure Regarding Installation of Outer Burial Container Prior to Need
- Sample Master Trust Agreement - Cemetery Merchandise and Services
- Sample Master Trust Agreement - Funeral Merchandise and Services
- Sample Association Trust Participation Agreement - Cemetery Merchandise and Services
- Sample Association Trust Participation Agreement-Funeral Merchandise and Services
- Sample Contract - Insurance Funded -- Cemetery Merchandise and Services
- Sample Contract - Insurance Funded -- Funeral Merchandise and Services
- Sample Contract - Trust Funded -- Cemetery Merchandise and Services
- Sample Contract - Trust Funded -- Funeral Merchandise and Services
- Sample Stand Alone Trust Agreement - Cemetery Merchandise and Services
- Sample Standalone Trust Agreement - Funeral Merchandise and Services
- Sample Preneed Contract Sales Log
- Sample Cemetery Property Sales Log
Financial
- Financial Statement - Fillable PDF
- Financial Statement - Excel Spreadsheet
- Financial Statement Waiver
Reporting
- Annual Report of Preneed Activity-Inactive Certificate of Authority and Branch Registrant
- Report of Preneed Activity-Certificate of Authority
- Report of Preneed Activity-Branch Registrant