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Preneed Program Services

Preneed Program Portal

The Preneed Annual Report Portal is Closed

The portal will open in January, and reports will be due March 31.

Preneed Contacts

Funeral Program Specialist

Rebecca Williams – (919) 743-5639

Funeral Program Assistant

Porcher McCain – (919) 743-5636

Preneed Forms

Request for Board to Provide Copy of Preneed Contract

Miscellaneous Forms and Sample Letters

Individual Preneed File Check-List
Use this form to ensure each preneed funeral contract file contains those items subject to examination by Board inspectors.
Form PN-4 Substitution of Financial Institution Form
Note: This form is to be used when a preneed funeral establishment wishes to transfer its own preneed funeral trust accounts from one financial institution to another. It is not used when a purchaser wishes to transfer his or her trust funded preneed funeral contract from one preneed funeral establishment to another.

Preneed Fees & Payments

Preneed Funeral Establishment License
Preneed Establishment Reinspection$250100
Preneed Establishment Late Renewal$250100
Preneed Establishment Renewal$250150
Preneed Establishment Application$250150
Preneed Sales License
Preneed Sales Late Renewal$25025
Preneed Sales Renewal$25020
Preneed Sales Application$25020
Preneed Contract Filings
Preneed Late Filing for Annual Report$250150
Preneed Late Filing for each Certificate of Performance$25025
Preneed Late Filing or Payment per Contract$25025
Preneed Filing per Contract$25020

Preneed FAQ

Each portal has its own FAQ, and you can read all the FAQ by clicking the button below.

All FAQ
  • What deadlines are there for licensees?

    License and permit renewals – February 1
    Annual preneed reports – March 31
    Monthly Cremation reports – on the 10th of the following month

  • I've written a preneed contract which is to be funded by a third party, in this case the county Department of Social Services. I cannot complete and submit the contract until the funds are released which likely will not happen until the 10-day filing period has closed. What should I do?

    Once funds are received, you should attach a brief statement to the preneed contract written on funeral home letterhead indicating the date that the purchaser came to the funeral home and that you were required to wait for the funds to be released by your local Social Services department.

    When the funds have been received and you are ready to submit the contract to the Board, include the date you received payment and a copy of the check or funds transfer document in your statement.