The Cemetery Merchandise Trust Act provides that each permit holder provide either a copy of each contract to its trustee or may, in lieu thereof, submit a summary of the relevant information from the contracts. If a permit holder chooses to provide a summary, the information shall be submitted on a monthly basis to the trustee on a form provided by the Oklahoma Insurance Department. The report shall contain the following information:

1. (1) Name of the cemetery;
2. (2) Town where the cemetery is located;
3. (3) Period of time covered by the report;
4. (4) Account numbers assigned to each contract;
5. (5) Name of the contract beneficiary;
6. (6) Description of the merchandise purchased;
7. (7) Cost breakdown on each piece of merchandise sold which is covered by the Cemetery Merchandise Trust Act;
8. (8) Amount of deposit made on each account;
9. (9) Beginning and ending balances; and
10. (10) A current original manufacturer's price list from any and all cemetery merchandise suppliers used by the permit holder.

Added at 28 Ok Reg 214, eff 10-19-10 (emergency)

Added at 28 Ok Reg 1964, eff 7-14-11