Maintaining Preneed Logs - General Guidelines
Preneed Contracts Sales Logs
Funeral homes and cemeteries are required to maintain a log of all preneed merchandise and services sold. The log should show all preneed contract sales
transactions made since April 30, 2002. At a minimum, the logs should be updated quarterly, so that at no time is it ever more than a quarter behind. The
specific requirements are contained in Preneed Regulation 482-3-005. Use of the Department’s
example Preneed Contracts Sales Log complies with the aforementioned regulation.
Endowment Care Cemetery Property Sales Log
Endowment care cemeteries (hyperlink to Endowment Care Cemetery page) are required to maintain a log of all cemetery property sales. The logs should show
all transactions made since April 30, 2002. At a minimum, the logs should be updated quarterly, so that at no time is it ever more than a quarter behind.
The specific requirements of the log are contained in Preneed Regulation 482-3-005. Use of the
Department’s example Cemetery Property Sales Log complies with the aforementioned regulation.