Section R4-12-561. Annual report format

A.      The annual report concerning prearranged funeral sales and trust account activities filed by funeral establishments pursu- ant to A.R.S. § 32-1391.15 shall contain the information indi- cated by the annual report format in Appendix E (following R4-12-565). If a funeral establishment does not offer or sell prearranged funerals on or after January 1, 1985, it shall annu- ally provide to the Board the information required by Appen- dix E concerning:

1.        Each prearranged funeral trust account established before the effective date of this Article and in existence during any portion of the preceding calendar year and;

2.        Trust account deposits, withdrawals and service fees during the preceding calendar year.

B.       If a funeral establishment offers or sells prearranged funeral agreements on or after January 1, 1985, it shall annually pro- vide to the Board the information required by Appendix E con- cerning:

1.        Each prearranged funeral trust account established before the effective date of this Article and in existence during any portion of the preceding calendar year;

2.        Each prearranged funeral agreement sold after January 1, 1985 and in existence during any portion of the preceding calendar year, and;

3.        Trust account deposits, withdrawals and service fees during the preceding calendar year.

Historical Note

Adopted effective January 1, 1985 (Supp. 85-1).