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Get Preneed License Annual Renewal Statement Form R3a
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How to fill out the PRENEED LICENSE ANNUAL RENEWAL STATEMENT FORM R3A online
This guide provides clear and comprehensive instructions for completing the Preneed License Annual Renewal Statement Form R3A online. By following these steps, users can ensure that their preneed contracts are properly documented and submitted.
Follow the steps to complete the form online
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with Section A. Fill in the name of the trustee, servicing agent, insurance company, and/or surety company. Ensure you include the account number, address, and telephone number associated with the entity.
- Move to Section B. Here, detail the number and gross sales for preneed contracts entered into, canceled, fulfilled, and outstanding during the calendar year. Use the provided fields to input accurate data.
- In Section C, report the balance in the trust fund. Enter the principal and interest amounts separately.
- For preneed insurance contracts, proceed to Section D. Enter the face value amount of unfulfilled preneed insurance contracts funded by your insurer.
- In Section E, if applicable, document the surety bond face value and outstanding surety bond liability. Fill in the required fields carefully.
- Complete Section F by providing the name and title of the individual who can supply additional information if needed, along with their telephone number and email address.
- Once all sections are completed, review your entries for accuracy. You can then choose to save changes, download, print, or share the form as needed.
Ensure your preneed contracts are compliant by successfully completing the online form today.
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