Get Preneed Recovery Fund Rules 4717-14-01- Purpose 4717-14-02 ...

This guide provides clear instructions on how to effectively fill out the Preneed Recovery Fund Rules 4717-14-01- Purpose 4717-14-02 online. Whether you are a funeral home director or an institutional depositor, understanding the components of the form is essential for compliance and ease of use.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Review the form's introductory section, which outlines the purpose and scope of the Preneed Recovery Fund. This section will help you understand the fund's objectives and applicable rules.
3. Fill in the required fields as defined under the 'Automated Reporting and Preneed Payment System' section. Ensure you have all necessary information at hand, such as contract numbers and funeral home identification numbers.
4. Provide accurate details about the preneed funeral contracts sold. This includes contract type, date, amounts, and purchaser information. Make sure to double-check these entries for accuracy.
5. Complete the quarterly reporting section. Track the designated reporting periods and ensure that your submission aligns with these timelines.
6. After filling out all the required sections, review the entire form for completeness and accuracy. Check for any errors or missing information.
7. Once satisfied with the accuracy of the form, save your changes. You may then choose to download, print, or share the completed form as needed.

Start filling out your documents online today to ensure compliance and timely submission.