Home
Forms Library
2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2009 Preneed Funeral Trust Fund

2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2009 Preneed Funeral Trust Fund -2025

2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2009 Preneed Funeral Trust Fund Preview on Page 1

See details

4.8 out of 5

58 votes

The document is a 'Declaration of Non-Reporting Status' for funeral establishments in California, allowing them to declare exemption from annual preneed trust reporting requirements. It outlines the conditions under which a funeral establishment can be exempt, such as not having pre-need sales or being part of a common trust fund. The form must be completed and submitted by May 1, 2010, or upon ownership transfer or business cessation, with penalties for non-compliance. It also details the process for returning trust funds if a funeral establishment ceases operations.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out 2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2009 Preneed Funeral Trust Fund

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by entering the name of your funeral establishment and its license number in the designated fields.
Select the reporting period by checking one of the options provided: Calendar Year, Fiscal Year, Final Report, or Other. Fill in the relevant dates as required.
Indicate your exemption status by checking all applicable boxes that describe why your establishment is exempt from annual trust reporting requirements.
If applicable, provide the name of the trustee responsible for filing a combined annual report for common trust funds.
Sign and date the form, ensuring that you print your name and title clearly below your signature.
Once completed, save your document and mail it to the address provided at the top of the form. No fee is required for submission.

Start using our platform today to easily complete and manage your forms online for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to the money leftover in a funeral trust?

Surplus Funds: If the trust contains more money than required for the funeral expenses, the remaining amount is typically distributed to the estate or a named beneficiary.

What is a PrePlan funeral trust?

PrePlan is a funeral trust pre-funding program, backed by the New York State Funeral Directors Association that is the nationally-recognized leader in managing prepaid funeral and burial accounts.

How to sell Preneed funeral services?

If you arent already, your funeral home should be networking with other local businesses. These interactions could lead to beneficial partnerships and even some referrals. If you have a strong connection with other businesses, like florists and caterers, they could recommend your firm for their clients needs.

What happens to money left over from a burial insurance?

If there is any money left over from the burial policy after these services are performed, the beneficiary can use it to pay for any other expenses you may have left behind, including outstanding loans, medical bills, and legal bills.

Are funeral trusts a good idea?

Do I need a funeral trust? A funeral trust lets people make arrangements to pay for their burial before they die. Putting funds into a funeral trust can help relieve your loved ones of making difficult decisions while theyre mourning. A funeral trust can also help expand or preserve your access to Medicaid benefits.

How much money can you put in a funeral trust?

Irrevocable Funeral Trusts can be established for each spouse. Typically, an elderly couple applying for Medicaid, would establish two trusts, each for around $10,000 $15,000.