Homepage Blank Georgia C 15 Form
Outline

The Georgia C 15 form serves a crucial role in the regulation of preneed funeral contracts within the state. This report, mandated by Georgia law, requires funeral homes to provide an itemized list of all unserviced preneed funeral contracts as of December 31 of each year. It ensures transparency and accountability in the management of funds that consumers have entrusted to these establishments for future funeral services. The form consists of several parts: the first section gathers general information about the funeral home, including its registration number, contact details, and the total number of unserviced contracts. The subsequent sections require detailed information about each unserviced contract, such as the contract holder's name, the total amount paid, and the bank account details associated with the contract. Finally, the form includes a certification section where the individual responsible for the report must affirm the accuracy of the information provided. This process not only protects consumers but also helps maintain the integrity of the funeral service industry in Georgia.

Sample - Georgia C 15 Form

STATE OF GEORGIA
Brian P. Kemp SECURITIES AND BUSINESS REGULATION Robert D. Terry
Secretary of State 2 Martin Luther King Jr. Drive, S.E. Division Director
Suite 802 West Tower
Atlanta, Georgia 30334
(404) 656-3920
REPORT AND ITEMIZED LIST OF ALL UNSERVICED PRENEED FUNERAL CONTRACTS
AS OF 12/31/200__
This report is mandated by O.C.G.A. 10-14-12(g). Please read instructions accompanying this form.
PART 1 - GENERAL
Registration Number Total number of unserviced Phone Number
contracts as of 12-31-200__
Name of Registrant/Funeral Home
Mailing Address City State Zip Code
Location of Records City State Zip Code
Name and phone number of contact person regarding this report:
PART II - UNSERVICED PRENEED FUNERAL CONTRACTS
Contract Holder Name and Depository Date of Contract Total Amount Amount Total Amount
Bank Account Number Contract Number of Contract Paid to Date on Deposit
TOTAL (Page 1)
TOTAL (Page 2)
TOTAL OF ALL PAGES
Attach additional pages, as necessary, with complete information as above on every contract holder.
Form C-15 Jan 2010 page 1
PART II - UNSERVICED PRENEED FUNERAL CONTRACTS
Contract Holder Name and Depository Date of Contract Total Amount Amount Total Amount
Bank Account Number Contract Number of Contract Paid to Date on Deposit
TOTAL (Page 2)
Attach additional pages, as necessary, with complete information as above on every contract holder.
PART III - CERTIFICATION
I hereby certify, under penalties of perjury, that the information contained in this Annual Report and the supporting documents attached
hereto are true and correct to the best of my knowledge and belief. I further certify that all required deposits have been made
to the preneed escrow account. I am authorized to sign this document on behalf of the individual or corporate owner.
Signature: Print Name:
Title Date
Form C-15 Jan 2010 page 2

Form Information

Fact Name Details
Governing Law This form is governed by O.C.G.A. 10-14-12(g).
Purpose The form is used to report and list all unserviced preneed funeral contracts as of December 31 of the reporting year.
Filing Requirement Funeral homes must complete and submit this report annually to the Georgia Secretary of State.
Contact Information Registrants must provide a contact person’s name and phone number regarding the report.
Certification The signer certifies that the information provided is true and correct, under penalties of perjury.
Form Update The current version of the form is C-15, last updated in January 2010.

Detailed Guide for Filling Out Georgia C 15

Filling out the Georgia C 15 form is an important task for those managing preneed funeral contracts. It ensures that all necessary information is accurately reported. Follow these steps carefully to complete the form.

  1. Start with Part 1 - GENERAL. Enter your Registration Number at the top of the form.
  2. Next, write the Total number of unserviced contracts as of December 31 of the specified year.
  3. Provide your Phone Number in the designated space.
  4. Fill in the Name of Registrant/Funeral Home as it appears in your records.
  5. Complete your Mailing Address, including City, State, and Zip Code.
  6. Indicate the Location of Records with the corresponding City, State, and Zip Code.
  7. List the Name and phone number of the contact person for this report.

Now, move to Part II - UNSERVICED PRENEED FUNERAL CONTRACTS. This section requires detailed information about each contract.

  1. For each contract, write the Contract Holder Name and the Depository.
  2. Enter the Date of Contract and the Total Amount of the contract.
  3. Fill in the Amount Paid to Date and the Bank Account Number.
  4. Provide the Contract Number associated with this contract.
  5. Repeat these steps for all contracts, attaching additional pages if necessary.

Finally, complete Part III - CERTIFICATION. This section confirms the accuracy of the information provided.

  1. Sign the form in the designated area.
  2. Print your Name and Title beneath your signature.
  3. Write the Date when you are signing the document.

Once completed, review the form for accuracy before submission. Ensure all required documents are attached. This process is crucial for compliance with state regulations.

Obtain Answers on Georgia C 15

  1. What is the purpose of the Georgia C 15 form?

    The Georgia C 15 form serves as a report and itemized list of all unserviced preneed funeral contracts as of December 31 of the reporting year. It is mandated by O.C.G.A. 10-14-12(g) and ensures compliance with state regulations regarding preneed funeral services.

  2. Who is required to file the Georgia C 15 form?

    Funeral homes and registrants that offer preneed funeral contracts are required to file the Georgia C 15 form. This obligation applies to any entity that has unserviced contracts as of the specified date.

  3. What information is needed to complete the form?

    To complete the Georgia C 15 form, the following information is necessary:

    • Registration number of the funeral home
    • Total number of unserviced contracts
    • Name and mailing address of the registrant
    • Contact person's name and phone number
    • Details of each unserviced contract, including the contract holder's name, date of contract, total amount, and bank account information
  4. How should the form be submitted?

    The completed Georgia C 15 form should be submitted to the Georgia Secretary of State's office. It is advisable to send the form via certified mail or another trackable method to ensure it is received by the deadline.

  5. What are the consequences of failing to file the form?

    Failure to file the Georgia C 15 form may result in penalties, including fines or other regulatory actions. It is crucial to meet the filing requirements to avoid potential legal issues.

  6. When is the deadline for submitting the Georgia C 15 form?

    The Georgia C 15 form must be submitted annually by March 1 for contracts that are unserviced as of December 31 of the previous year. Timely submission is essential to remain compliant with state regulations.

Common mistakes

Filling out the Georgia C 15 form can be a straightforward process, but many individuals make common mistakes that can lead to delays or issues. One frequent error is failing to provide complete and accurate information in the general section. For example, omitting the registration number or incorrectly entering the phone number can result in the form being rejected. Each detail is crucial, so double-checking this section is essential.

Another mistake people often make is not including all necessary contract holders in Part II. If a funeral home has multiple unserviced preneed contracts, it is vital to list each contract holder with complete information. Missing even one contract can lead to discrepancies in reporting, which may cause problems with regulatory compliance.

In addition, individuals sometimes overlook the requirement to attach additional pages for contracts that exceed the space provided. If there are more contracts than can fit on the form, it is necessary to add extra pages and ensure that they are formatted correctly. This oversight can create confusion and may lead to incomplete submissions.

Another common issue arises during the certification process in Part III. Signatures must be from authorized individuals, and it is important to ensure that the person signing has the authority to do so. Failing to provide a signature or having an unauthorized person sign can invalidate the report.

Lastly, people often neglect to review the instructions that accompany the form. These instructions contain important information regarding deadlines and specific requirements. Ignoring them can result in incomplete filings or late submissions, which may lead to penalties. Taking the time to read and understand these guidelines can help avoid unnecessary complications.

Documents used along the form

When dealing with preneed funeral contracts in Georgia, the Georgia C 15 form is an essential document. However, it is often accompanied by other forms and documents that help provide a comprehensive overview of a funeral home's operations and compliance. Below are some key documents frequently used alongside the Georgia C 15 form.

  • Annual Financial Report: This report provides a detailed account of the financial status of the funeral home. It includes information about assets, liabilities, and overall financial health. This document is crucial for ensuring transparency and accountability in managing preneed funds.
  • Preneed Funeral Contract Template: This template outlines the terms and conditions of preneed contracts. It includes details about services provided, payment terms, and any additional options available to the consumer. Having a clear template helps ensure that all parties understand their rights and responsibilities.
  • Escrow Account Statements: These statements track the funds deposited into escrow accounts for preneed contracts. They provide evidence of compliance with state regulations regarding the handling of consumer funds. Regular statements help maintain trust between funeral homes and their clients.
  • Consumer Disclosure Document: This document informs consumers about their rights and the nature of the preneed contract. It typically includes information on cancellation policies, refund options, and the process for transferring contracts. Clear disclosures help consumers make informed decisions.
  • Compliance Checklist: This checklist is a tool for funeral homes to ensure they meet all regulatory requirements. It typically includes items related to record-keeping, reporting, and financial management. Regularly reviewing this checklist helps maintain compliance and avoid potential issues.

Understanding these accompanying documents can significantly enhance the management of preneed funeral contracts. Each form plays a vital role in ensuring compliance, protecting consumer rights, and fostering trust within the community. By utilizing these documents effectively, funeral homes can provide better service and support to families during their time of need.

Similar forms

The Georgia C 15 form is a report concerning unserviced preneed funeral contracts. Several other documents serve similar purposes in different contexts. Here is a list of ten such documents:

  • Preneed Funeral Contract Disclosure Form: This document provides consumers with essential information about the terms and conditions of preneed funeral contracts, similar to how the C 15 form outlines existing contracts.
  • Annual Financial Report for Funeral Homes: Like the C 15, this report details the financial status of a funeral home, including assets and liabilities related to preneed contracts.
  • Consumer Protection Notice: This document informs consumers of their rights regarding preneed contracts, paralleling the C 15's focus on transparency in contract management.
  • Funeral Service License Application: This application requires detailed information about the funeral service provider, akin to the registration details required in the C 15 form.
  • Escrow Account Statement: This statement provides an overview of funds held in escrow for preneed contracts, similar to the financial disclosures found in the C 15 form.
  • Funeral Home Trust Fund Report: This report details the funds held in trust for preneed contracts, aligning with the C 15's focus on contract amounts and deposits.
  • Certificate of Authority for Preneed Contracts: This certificate grants permission to funeral homes to sell preneed contracts, similar to the regulatory compliance aspect of the C 15.
  • Client Agreement for Preneed Services: This agreement outlines the services provided under preneed contracts, akin to the contract details required in the C 15 form.
  • Consumer Complaint Form: This form allows consumers to report issues related to preneed contracts, reflecting the accountability measures highlighted in the C 15.
  • Annual Report of Preneed Contract Activity: This report summarizes all preneed contract transactions over the year, much like the C 15 captures unserviced contracts at a specific date.

Dos and Don'ts

When completing the Georgia C 15 form, it is important to follow specific guidelines to ensure accuracy and compliance. Here are five recommendations for what to do and what to avoid:

  • Do read the accompanying instructions carefully before starting the form.
  • Do provide accurate and complete information for each contract holder.
  • Do ensure that all totals are calculated correctly and match across all pages.
  • Do include your contact information for any follow-up questions.
  • Do sign and date the certification section to validate the report.
  • Don't leave any sections of the form blank; all required fields must be filled out.
  • Don't use abbreviations or shorthand that may cause confusion.
  • Don't forget to attach additional pages if there are more contracts than the form allows.
  • Don't submit the form without double-checking for errors or omissions.
  • Don't ignore the penalties for providing false information; accuracy is crucial.

Misconceptions

Understanding the Georgia C 15 form is crucial for funeral home operators and registrants. However, several misconceptions can lead to confusion. Here are nine common misunderstandings about this form:

  • The C 15 form is optional. Many believe that submitting the C 15 form is a choice. In reality, it is a mandatory report required by Georgia law to account for unserviced preneed funeral contracts.
  • Only large funeral homes need to file the C 15 form. This is incorrect. All funeral homes, regardless of size, must submit the form if they have unserviced preneed contracts.
  • Filing the C 15 form is a one-time requirement. Some think that once they file, they do not need to do it again. However, this report must be submitted annually.
  • The information required is minimal. Contrary to this belief, the form requires detailed information about each unserviced contract, including names, amounts, and account numbers.
  • Only the owner can fill out the form. While the owner typically completes the form, anyone authorized can fill it out, provided they have the necessary information.
  • There are no penalties for late submission. This is misleading. Late filings can result in penalties, including fines, which can impact the funeral home’s operations.
  • The form is only for accounting purposes. Although it serves an accounting function, the C 15 form also ensures compliance with state regulations, protecting consumers.
  • Once submitted, the information cannot be changed. This is not true. If there are errors or updates, corrections can be made in subsequent filings.
  • The C 15 form is the same every year. While the basic structure remains the same, it is essential to check for any updates or changes in the requirements each year.

By addressing these misconceptions, funeral home operators can better navigate their responsibilities and ensure compliance with Georgia regulations.

Key takeaways

The Georgia C 15 form is essential for reporting unserviced preneed funeral contracts. Here are key takeaways to consider when filling out and using this form:

  • Understand the Requirement: This report is mandated by O.C.G.A. 10-14-12(g), which requires annual reporting of unserviced preneed funeral contracts.
  • Accurate Information: Ensure that all information provided, including names, addresses, and contract details, is accurate and up-to-date.
  • Contact Information: Include the name and phone number of a contact person who can address questions related to the report.
  • Completeness: If there are multiple contracts, additional pages may be attached, ensuring each contract holder's details are fully listed.
  • Certification Requirement: The form must be certified by an authorized individual, confirming the accuracy of the information and compliance with deposit requirements.
  • Submission Deadline: Be mindful of the submission deadline, which is typically set for December 31st of each year.
  • Record Keeping: Maintain copies of the submitted report and any supporting documents for your records and future reference.