d. Name and address(es) of trustee(s):
Name of trustee
Address (number and street, city, state, and ZIP code)
Name of trustee
Address (number and street, city, state, and ZIP code)
Name of trustee
Address (number and street, city, state, and ZIP code)
Name of trustee
Address (number and street, city, state, ZIP code)
e. If cemetery funds were not held in trust by a corporate trustee, give the name and address of the corporate surety and amount of trustee's bond
required by IC 23-14-51:
Name of corporate surety
Amount of trustee's fidelity bond
$
Address (number and street, city, state, and ZIP code)
5a. If life insurance policies, annuity products, and amount(s) of money, or other property was received to fund pre-need contracts, give (answer all that apply):
i. Name of life insurance company(ies) issuing the policy(ies) or annuity products
ii. The total amount of all policies, annuities, and/or money received on all pre-need contracts
$
iii. Identity of the property accepted
5b. Amount from 5a above, required to be placed in escrow
5c. Amount from 5b above, actually placed in trust or escrow:
$
$
5d. Name and address of the trustee and/or name and address of the institution holding the escrow funds for amount set forth in 5c above.
Name
Address (number and street, city, state, and ZIP code)
Name
Address (number and street, city, state, and ZIP code)
CERTIFICATION / AFFIDAVIT
STATE OF _______________________________
SS:
COUNTY OF _____________________________
I (We), _______________________________________________________, ________________________________________________________ and
__________________________________________________________ of _____________________________________________________ do hereby
affirm, under the penalties of perjury, that all of the information contained in this Annual Report is true and correct. I (we) understand that accurate books,
records, and accounts, which support this information, must be maintained for three (3) years after the date of full performance of a contract. Violation of
IC 30-2-13 may result in action being taken against me (us) by the State Board of Funeral and Cemetery Service.
Subscribed and sworn to before me this ____________ day of __________________________________________, ____________.
Signature of owner / president / vice-president
Printed name of owner / president / vice-president
Signature of treasurer / secretary (if owner is not an individual)
Printed name of treasurer / secretary
Signature of Notary Public
County of residence
Printed name of Notary Public
Date commission expires (month, day, year)
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