Annually, the following items are due on the dates listed:
Semi-Annual - Certificate Holders & Branch Registrants
June 30th Filing: (January 1st- June 30th) (including documentation)
- Due Date: August 14th (Electronic Filing available August 1st)
December 31st Filing: (July 1st – December 31st) (including documentation for the entire reporting year)
- Due Date: February 14th (Electronic filing available February 1st)
Inactive Certificate Holder Report (including documentation)
Due Date: April 1st (Electronic filing available March 18th)
Endowment Care Cemetery Annual Report (including documentation)
Due Date: April 1st (Electronic filing available March 18th)
Quarterly Reporting (Bonds/Letter of Credits)
(Please check Quarterly Reporting first to see if your COA should be submitting quarterly filings.)
| Due Dates
|
| February 14th |
October 1 – December 31 |
| May 15th |
January 1 – March 31 |
| August 14th |
April 1 – June 30 |
| November 14th |
July 1 – September 30 |
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 1st)
- Preneed Sales Agents (PSA) Registration (Registration begins: May 1st)
- Financial Statements
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.