RESOURCES
CONTACT USAnnual Grantor Letter Mailing – 2018 Tax Year
The Annual Grantor Letters have been mailed. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status. If you have questions regarding the Grantor Letters, please contact Customer Service at...
read moreClearPoint Hires Jodi Clock as Business Development Director
ClearPoint Federal Bank & Trust (“ClearPoint”), a leading provider of preneed trust and recordkeeping solutions, announced the addition of Jodi Clock to the key position of Business Development Director. “We are excited to welcome Jodi to the ClearPoint team. Her...
read moreClearPoint Holiday Schedule
Our office will observe the following holidays in 2019. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at...
read more
State Annual Reports
One of our roles as your trustee and record keeper is to provide data to help you complete your state annual reports. We stay in contact with the states about annual report changes to ensure we are up to date on the state requirements and deadlines, and administer...
read more
Mortuary and Cemetery Association of California Conference
Monetery, CA
February 13 – 15, 2019
http://www.cmaccalifornia.org/Events.html