Get the free PRE-NEED FUNERAL CONTRACT SALES ANNUAL REPORT

FORM P2 Securities Department 600 E Boulevard Ave Bismarck ND 58505 (701) 3282910 www.ndsecurities.com PRINTED FUNERAL CONTRACT SALES ANNUAL REPORT NORTH DAKOTA SECURITIES DEPARTMENT SON 51531 (62014)

How to fill out pre-need funeral contract sales

How to Fill Out Pre-need Funeral Contract Sales:

1. Gather all necessary information: Collect all relevant personal and contact details of the purchaser, including their full name, address, phone number, and email address. Additionally, obtain details about the deceased individual, such as their full name, date of birth, and any specific funeral preferences they may have expressed.
2. Discuss funeral arrangement options: Consult with the purchaser to determine the desired funeral arrangements. This can include selecting a burial or cremation, choosing a casket or urn, deciding on a cemetery or crematorium, and making arrangements for any desired services or ceremonies.
3. Provide pricing details: Present the purchaser with a comprehensive breakdown of all costs associated with the pre-need funeral contract. This should include the prices of the chosen funeral goods and services, as well as any additional fees or charges that may apply. Ensure transparency and clarity regarding payment terms and any available financing options.
4. Review contract documents: Carefully go through the pre-need funeral contract documents with the purchaser, explaining each section in detail. This may include reviewing terms and conditions, cancellation policies, transferability options, and any guarantees or warranties provided by the funeral home or service provider. Encourage the purchaser to ask questions and seek clarification if needed.
5. Assist with completion of paperwork: Offer guidance and support to the purchaser in completing all necessary paperwork and forms. This may involve collecting signatures, ensuring accurate and legible information, and maintaining proper documentation throughout the process. Provide copies of all signed documents to the purchaser for their records.
6. Address legal and regulatory requirements: Familiarize yourself with the applicable laws, regulations, and licensing requirements related to pre-need funeral contracts in your jurisdiction. Ensure compliance by adhering to any specific guidelines or procedures mandated by local or national authorities.

Who Needs Pre-need Funeral Contract Sales:

1. Individuals planning ahead for their own funeral: Pre-need funeral contracts are commonly sought by individuals who wish to plan and financially secure their own funeral arrangements in advance. These individuals may have specific preferences and want to alleviate the burden on their loved ones during an emotionally challenging time.
2. Family members arranging funerals for loved ones: In some cases, family members or friends may take the responsibility of arranging a funeral for someone who has recently passed away. Pre-need funeral contracts can help them make informed decisions and ensure that the deceased's wishes are respected and fulfilled.
3. Organizations or institutions responsible for funeral planning: Certain institutions, such as nursing homes, hospitals, or religious organizations, may offer pre-need funeral contract services to their clients or members. This helps ensure that individuals under their care or supervision have access to reliable and appropriate funeral arrangements when needed.

Overall, pre-need funeral contract sales cater to those who seek peace of mind and the ability to plan and personalize their own funeral or the funeral of a loved one in advance.

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What is pre-need funeral contract sales?

Pre-need funeral contract sales involve the sale of funeral goods and services before the actual need arises.

Who is required to file pre-need funeral contract sales?

Those involved in the sale of pre-need funeral contracts are required to file the sales.

How to fill out pre-need funeral contract sales?

Pre-need funeral contract sales can be filled out by providing all necessary information about the contract and sales transactions.

What is the purpose of pre-need funeral contract sales?

The purpose of pre-need funeral contract sales is to allow individuals to plan and prepay for their funeral arrangements in advance.

What information must be reported on pre-need funeral contract sales?

Information such as the contract amount, date of sale, purchaser's information, and details of the goods and services included must be reported on pre-need funeral contract sales.