California Funeral Director License Practice Exam

What must a funeral director provide to collect funds when a preneed trust is serviced?

1. Only the signed preneed contract

2. Death certificate and proof that services/goods were provided

3. A witness statement

4. A court order

The correct answer is: Death certificate and proof that services/goods were provided

To collect funds from a preneed trust, a funeral director must provide both a death certificate and proof that the services or goods contracted for were indeed provided. This requirement ensures that there is a legal basis for the withdrawal of funds from the preneed trust. The death certificate serves as official documentation confirming the passing of the individual for whom the services were guaranteed. Additionally, the proof of services or goods indicates that the funeral director has fulfilled the obligations set forth in the preneed contract. Together, these pieces of information ensure compliance with regulatory standards and protect the interests of both the service provider and the family of the deceased, confirming that the funds are only disbursed for legitimate services rendered. The other options do not encompass the full legal requirements needed to access the funds from the preneed trust, making them insufficient for this purpose.