What must occur when changing funeral homes for a preneed contract?

When changing funeral homes for a preneed contract, it is essential to notify the original funeral home in writing. This notification serves several important purposes. It ensures that the original funeral home is aware of the change and can take the necessary steps to transfer any funds or responsibilities associated with the contract. Additionally, written notification helps maintain clear records and accountability for all parties involved.

This process not only protects the consumer's rights but also ensures compliance with applicable state laws and regulations, as well as the policies of the funeral homes. Clear documentation of the change helps prevent misunderstandings or disputes regarding the preneed contract.

While notifying the new funeral home, submitting a new contract, or filing reports with the state board may also be part of the process, the primary requirement is the written notification to the original funeral home, as it is vital for the proper management of the contract assets and obligations.