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OK Perpetual Care Fund Annual Report Certificate of Deposit Account 2010-2025 free printable template

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Print FormPERPETUAL CARE ANNUAL REPORT (for use with Perpetual Care Fund Certificate of Deposit Accounts) As required by Title 36 O.S. 7106 Due on or before March 15 Submit with a check for $200 to:
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How to fill out OK Perpetual Care Fund Annual Report

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How to fill out OK Perpetual Care Fund Annual Report Certificate

01
Gather all necessary financial documents related to the perpetual care fund.
02
Complete the identification section with the name of the cemetery, the name of the perpetual care fund, and the reporting period.
03
Report the total amount of funds held in the perpetual care account as of the reporting date.
04
Provide a detailed account of the income generated from the fund during the reporting period.
05
List any expenses incurred related to the maintenance and care of the cemetery.
06
Calculate the net income by subtracting expenses from the total income.
07
Include any changes in the fund's value during the reporting period.
08
Sign and date the certificate, verifying that the information provided is accurate.

Who needs OK Perpetual Care Fund Annual Report Certificate?

01
Cemetery operators or management who maintain perpetual care funds.
02
Regulatory agencies requiring annual financial reporting for compliance.
03
Stakeholders or beneficiaries who have an interest in the financial status of the perpetual care fund.
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The OK Perpetual Care Fund Annual Report Certificate is a document that certifies the financial status and activities of a perpetual care fund established for the long-term maintenance of cemeteries in Oklahoma.
Cemetery operators in Oklahoma who manage perpetual care funds are required to file the OK Perpetual Care Fund Annual Report Certificate.
To fill out the OK Perpetual Care Fund Annual Report Certificate, the cemetery operator must provide accurate financial data regarding the fund's income, expenses, and current balance, along with any other required details specified in the form.
The purpose of the OK Perpetual Care Fund Annual Report Certificate is to ensure transparency and accountability in the management of perpetual care funds and to verify that funds are adequately maintained for their designated purpose.
The information that must be reported includes the fund's total contribution amounts, investment earnings, expenditures, current balance, and any other relevant financial details as mandated by applicable regulations.
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