Master trustee registration

The division registers master trustees, entities selected by preneed certified providers to administer funds as part of a preneed or prearranged funeral contract. The master trustee must act independently from a certified provider and cannot be a certified provider.

How to apply

Complete the master trustee registration application form
Provide proof of business registration with the Oregon Secretary of State
Provide a list of financial institutions used for trust funds received under appointment from any certified provider
Provide a five-year work history and complete and sign Criminal Background and Credit Check Authorization Form for each owner, partner, or manager of the business
Submit a $390 fee.

503-947-7300
DFR.NDP.Licensing@dcbs.oregon.gov

Annual reports, renewals, and fees

By April 1 of each year, you must submit an annual report covering the previous calendar year, and a $390 renewal fee. The following reporting forms may be required depending on the master trustee’s business plans.

Master Trustee 2% Per Year Reporting Form 440-4957 (Due July 31)
Master trustee annual report and registration renewal 440-4017 (Due April 1)
Master trustee election to pay administrative fees & expenses from trust fund deposits 440-4955 (Due January 1)
See the links below for our tutorials:

Master Trustee Renewal and Annual Report eGov Step-by-Step Instructions
Master trustees delegation login for certified provider annual report tutorial video
Master Trustee Instructions for Certified Provider Annual Report