Arizona Administrative Code
Title 4 - PROFESSIONS AND OCCUPATIONS
Chapter 12 - Board of Funeral Directors and Embalmers
Article 5 - PREARRANGED FUNERAL AGREEMENTS
Section R4-12-565 - Records Retention Requirement
Current through Register Vol. 30, No. 38, September 20, 2024
Each funeral establishment shall retain and make available for inspection by Board representatives true and accurate copies of the following records during the term of the prearranged funeral agreement and for three years following the death of the beneficiary or the termination of the agreement:
1. The prearranged funeral agreement.
2. Each notice of the transfer of the trust account to another financial institution, together with a record of the names and last known addresses of the purchasers and the dates on which the notice was mailed.
3. The certificate of performance from the funeral establishment stating that it provided the requested funeral goods and services which is delivered to a financial institution.
4. Each certificate from the funeral establishment concerning entitlement to service fees concerning the trust account.
5. Each statement of accrued taxes from the funeral establishment concerning the trust account.
6. Each cancellation or termination request from a purchaser.
7. Detailed financial institution statements and accounting records concerning the trust account.
