Reminder — funeral provider reporting of pre-need funds deadline is March 31
The Minnesota Department of Health (MDH) is sending this reminder to every funeral provider lawfully doing business in Minnesota.
All funeral providers must submit a separate completed Pre-Need Trust Fund Report Cover Sheet for each location annually. The Pre-Need Trust Fund Report must include all funds held in trust by the funeral provider as required by Minnesota Statutes 149A.97, subd. 2. Funds held in insurance or annuity products are exempt from the reporting requirement.
Deadline
You must file a Pre-Need Trust Fund Report by March 31.
How to report pre-need funds
If a location has pre-need funds to report:
Submit a fee of $25 for each location with funds to report. Please make checks payable to: Minnesota Department of Health. You may write one check for multiple locations.
Use one of the following ledger methods to report accounts:
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Pre-Need Trust Fund Ledger Spreadsheet (MS Excel)
You may use the template provided. To use the provided report form, complete the spreadsheet, print and send all supporting documentation (itemized list of accounts if separate from Excel spreadsheet) to the Mortuary Science section.
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Using your own report form
You may submit your own form if the information is consistent with that required on the provided report form.
No matter which option you select, your pre-need report must include the itemized list of accounts and totaled correctly. Complete the beginning and ending balance section, along with the license number, reporting year, name of facility, signed and notarized where indicated. If these forms don’t contain this information, your forms will be returned to you.
How to report no pre-need funds
If a location has no pre-need funds to report:
- You must still complete and submit the Pre-Need Trust Fund Report Cover Sheet for each location.
- Check the "No" box and complete information to identify the funeral establishment.
- You do not have to pay a filing fee.
- You may fax (651-201-3839) or email your cover sheet to MDH.
Contact information
Mailing address
Minnesota Department of Health
Health Regulation Division
Attn: Mortuary Science Section
P.O. Box 64882
St. Paul, Minnesota 55164-0882
If you have any questions, visit MDH’s Mortuary Science Pre-Need Information webpage or contact MDH Mortuary Science Section at 651-201-4200 or health.mortsci@state.mn.us.
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