(Background Checks are $40.00 NOT $25.00)
Applications
- Additional Registrations of Preneed Sales Agent License
- Notice of Preneed Sales Agent Registration Cancellation
- New Preneed License (COA and Branch)
- New Preneed Sales Agent License and Registration
- Surrender Preneed License (COA and Branch)
- Transfer Ownership of Preneed License (COA and Branch)
- 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
Renewals
- Preneed License Renewal (COA, Branch, and PSA)
- Reactivate Preneed Sales Agent License
- Reactivate Preneed License (COA and Branch)