• Consumers


  • Producers/Agents


  • Companies


Due Dates


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 to 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

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 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.