Oregon Administrative Rules
Chapter 441 - DEPARTMENT OF CONSUMER AND BUSINESS SERVICES, FINANCE AND SECURITIES REGULATION
Division 930 - PREARRANGEMENT AND PRECONSTRUCTION PLANS
Section 441-930-0068 - Annual Report
Universal Citation: OR Admin Rules 441-930-0068
Current through Register Vol. 63, No. 9, September 1, 2024
Each master trustee is responsible for and shall file an annual report with the director by April 1 of each year on forms provided by the director. The report shall cover the preceding calendar year and shall include information on trusted funds:
(1) The actual value at the beginning and end of the calendar year;
(2) Deposits and withdrawals;
(3) Income earned and fees paid;
(4) Taxes paid for beneficiaries;
(5) Gains and losses; and
(6) The balance of all trust accounts as of December 31.
Stat. Auth.: ORS 97.926 & 97.935
Stats. Implemented: ORS 97.935
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