DFR is excited to announce that master trustees now have access to eGov and certified providers can file their entire annual report through eGov. We will be hosting a walk through where we will share detailed instructions on how to effectively use the eGov platform for master trustees and certified providers. Master trustees will be able to submit renewal information as a delegate for applicable certified providers.
Join us for the walk through and discussion on
June 10th at 10:00 on teams or at 350 Winter St NE, Salem OR 97301 on the 4th floor.
Agenda:
- DFR Introductions
- Account and delivered merchandise spreadsheet
- Step by Step eGov instructions for annual report
- Delegate actions for certified providers
- Industry Discussion
- Q & A Session
We look forward to seeing you in person and answering any questions you may have.
Join the meeting
Meeting ID:
271 939 405 134
Passcode:
mph7Sy
Dial by phone:
+1 503-446-4951,,488841316#
Phone conference ID:
488 841 316#
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
- Master trustee election to pay administrative fees & expenses from trust fund deposits 440-4955
(Due January 1):
PDF |
Word.
Master Trustee Instructions for Certified Provider Annual Report