Get Wv Cem4 2019-2026

The WV CEM4 form is essential for preneed cemetery companies to report their annual activities. This guide provides clear and comprehensive instructions to help users easily fill out the form online, ensuring compliance with West Virginia regulations.

Follow the steps to successfully complete the WV CEM4 online.

1. Use the ‘Get Form’ button to access the WV CEM4 and open it in your preferred online editor.
2. Begin by entering the required details in the 'Trust Account Name' section, which includes the name of the trust account, the address, city, state, and zip code.
3. Next, fill in the 'Compliance Agent Name' and 'Trustee Name' fields. Include their respective addresses for validation.
4. Move to the 'Total Amount of Principal in Preneed Trust Account' field and enter the total amount accurately.
5. List the securities in which the trust account is invested. Include the security name along with the amount invested and the date it was invested (MMDDYYYY format).
6. Fill in the income received from the trust during the preceding fiscal year, detailing the income source and the total amount received.
7. Report the total sales of cemetery merchandise and preneed services sold during the period. Break down the total sales into respective amounts specified in lines 7a to 7d.
8. Provide the total receipts that are required to be deposited in the trust account (40% of the amount from line 7a).
9. Enter the total receipts that have been deposited in the trust account, attaching proof of the trust account balance from the last week.
10. Complete details on the total required expenses paid from preneed cemetery company contracts and expenses paid from the trust account.
11. Indicate whether the trustee is a bank, savings, loan, or other federally insured banking institution, and provide proof of a fidelity bond if applicable.
12. For the certification of compliance agent, ensure that it is signed and dated in the presence of a notary public.
13. Have the certified public accountant audit the trust account, sign, and date their certification, including their address and notary details.
14. Finally, affirm the report’s accuracy for the corporation, sole proprietorship, or partnership, signing again in the presence of a notary public.
15. After completing all sections, save your changes, and you can choose to download, print, or share the filled form as needed.

Complete your WV CEM4 form online today for a seamless submission experience.