• Consumers


  • Producers/Agents


  • Companies


Due Dates


The Preneed Renewal Year runs from July 1st through June 30th. Annually, the following items are due on the dates listed:

Semi-Annual - Certificate Holders & Branch Registrants

First period: (January 1st- June 30th) (including documentation)

  • Due Date: August 14th (Electronic Filing available July 1st)

Second Period: (July 1st – December 31st) (including documentation for the prior calendar year)

  • Due Date: February 14th (Electronic filing available January 14th)

Inactive Certificate Holder Annual Report (including documentation)

Due Date: April 1st (Electronic filing available February 1)

Endowment Care Cemetery Annual Report (including documentation)

Due Date: April 1st (Electronic filing available February 1)

Certificate Holder Quarterly Report of Preneed Activity Quarterly Reporting

Due Dates:
February 14th
May 15th
August 14th
November 14th

Branch Registrant Quarterly Report of Preneed Activity Quarterly Reporting

Due Dates:
February 14th
May 15th
August 14th
November 14th

Bond/Letter of Credit Quarterly Reports Quarterly Reporting

Due Dates:
February 14th
May 15th
August 14th
November 14th

Renewals

Due Date: July 1st (the Default Period begins July 2nd)

NO PRENEED MAY BE WRITTEN WHILE IN DEFAULT FOR THE FOLLOWING:

  • Certificate of Authority (Electronic filing available May 7th)
  • Branch Registration (Electronic filing available May 7th)
  • Preneed Sales Agents (PSA) Registration (Registration begins: May 1st)
  • Financial Statements (Electronic filing available May 7th)

Financial Statement Waiver Requests

Due Date: April 1st (Click here for waiver form)



SEPTEMBER 1ST: DEADLINE TO RENEW CERTIFICATE OF AUTHORITY, BRANCH REGISTRATIONS, OR PSA’S (SEE JULY 1st). IF NOT RENEWED, ALL PRENEED ACTIVITY MUST CEASE AND ALL FUNDS MUST BE PLACED IN TRUST.