Ala. Admin. Code r. 482-3-005-.07

Current through Register Vol. 43, No. 02, November 27, 2024

Section 482-3-005-.07 - Required Endowment Care Cemetery Records

In addition to statutory requirements, endowment care cemeteries shall maintain the following records:

(a) Cemetery property sales log as required in paragraph (2) of Rule 482-3-005-.03.

(b) At-need files.

(c) Interment log or list.

(d) Manual cash receipts.

(e) Plot maps/cemetery rules and regulations.

(f) Pre-construction plans and sales.

(g) The current and historical versions of the dated price lists of available burial services and merchandise required by Ala. Code § 8-30-2 (2002).

(h) Advertising.

(i) Bank records and statements.

(j) Cash disbursement records.

(k) Balance sheet and financial records.

(l) Stored preneed merchandise.

(m) Any changes in ownership and control.

(n) Endowment care trust fund board members, if applicable.

(o) Bond records or exemption notice from the Commissioner, if applicable.

(p) Quarterly trust statements.

(q) Trust transmittals.

(r) Copy of endowment care trust agreement(s).

Ala. Admin. Code r. 482-3-005-.07

Adopted by Alabama Administrative Monthly Volume XXXIII, Issue No. 02, November 26, 2014, eff. 1/1/2015.

Author: Commissioner of Insurance

Statutory Authority:Code of Ala. 1975, §§ 27-2-17, 27-17A-1 to -57 (2014).