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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 in Word or PDF
  • 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 in Word or PDF for each owner, partner, or manager of the business
  • Submit a $390 fee.

Annual reports, renewals, and fees

By April 1 of each year, you must submit an annual report in Word or PDF 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): PDF | Word.
  • Master trustee annual report and registration renewal 440-4017 (Due April 1): PDF | Word.
  • Master trustee election to pay administrative fees & expenses from trust fund deposits 440-4955 (Due January 1): PDF | Word.

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