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CA Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2017-2025 free printable template

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CEMETERY AND FUNERAL BUREAU 1625 N. Market Blvd., Suite S208, Sacramento, CA 95834 P 916.574.7870 F 916.928.7988 www.cfb.ca.gov2017 PRINTED FUNERAL TRUST FUND DECLARATION OF REPORTING STATUS Complete
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How to fill out CA Preneed Funeral Trust Fund Declaration

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How to fill out CA Preneed Funeral Trust Fund Declaration of Non-Reporting

01
Obtain the CA Preneed Funeral Trust Fund Declaration of Non-Reporting form from a licensed funeral establishment or online.
02
Read the instructions provided with the form carefully to understand the requirements.
03
Fill in your personal information, including your name, address, and contact information.
04
Provide details about the funeral establishment you are working with, including its name and address.
05
Indicate whether you are the purchaser of the preneed funeral contract or if you are acting on behalf of the purchaser.
06
If applicable, list any prepaid funeral services or merchandise that are included in the contract.
07
Review the information you've entered to ensure accuracy and completeness.
08
Sign and date the form at the designated section.
09
Submit the completed form to the appropriate regulatory agency as instructed.

Who needs CA Preneed Funeral Trust Fund Declaration of Non-Reporting?

01
Individuals who have established a preneed funeral contract in California.
02
Purchasers of funeral services who wish to declare that their contract will not require reporting.
03
Funeral directors and establishments who are managing preneed funeral funds.
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The CA Preneed Funeral Trust Fund Declaration of Non-Reporting is a form that allows certain funeral providers to declare that they are not required to report specific financial information to the state regarding preneed funeral trusts.
Funeral establishments that do not have preneed contracts or those that solely manage preneed funeral trusts with an immaterial amount of funds may be required to file the Declaration of Non-Reporting.
To fill out the Declaration, a funeral establishment must provide its name, address, and other identifying information, confirm their eligibility for non-reporting status, and sign the declaration.
The purpose is to streamline the reporting process for funeral establishments that do not have significant preneed trust funds, thus reducing the administrative burden on both the providers and the state.
The information that must be reported includes the funeral establishment's details, a statement confirming eligibility for non-reporting, and any relevant signatures or dates as required by the form.
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