CA Funeral Director Exam - Business
and Professions Code 100% Accurate
Which of the following constitutes "delivery of merchandise" as it relates to preneed
funeral arrangement? (CCR 1262) - ANSWER Actual personal delivery to the purchaser
When may a preneed funeral trust be irrevocable (B&P 7737) - ANSWER In order for
the trustor to become eligible for public social services
Which of the following conditions would require a funeral director to establish a preneed
trust? (B&P 7735) - ANSWER the property or merchandise is not immediately required
What percent of the funds received by a funeral director for a preneed arrangement
must be held in trust? (B&P 7735) - ANSWER 100%
According to the Welfare and Institutions Code, which of the floowing property is NOT
considered as an available resource for the purpose of being eligible to receive public
assistance? (W&I 11158) - ANSWER Money placed into an irrevocable trust to pay for
funeral goods and services
When must any person selling or offering to osell preneed insurance give a prior written
notice to an individual disclosing, among other things, that the individual will receive a
sales presentation? (INS 789.10) - ANSWER When the offer will take place in the home
of a person age 65 or older
A funeral director is meeting iwth the survivor of a decedent. the decedent was named
as the beneficiary on a preneed agreement that has been paid for in part and is in the
possession of the funeral establishment. Which of the following actions are requied of
the funeral director? (B&P 7745) - ANSWER Present the survivor with a copy of the
preneed arrangement
Within how many days of receipt must a written request for revocation of a preneed trust
be honored (CCR 1264) - ANSWER Within 15 calendar days
What is the maximum fee that can be imposed upon the revocation of a preneed funeral
trust (B&P 7735) - ANSWER 10% o f the corpus of the trust
Who may revoke a preneed trust, or otherwise made irrevocable pursuant to the
Welfare and Institutions Code? (B&P 7737) - ANSWER the trustor
For the purpose of preneed funeral trust law, what does the term "trustor" mean? (B&P
7737) - ANSWER the person who pays for the preneed arrangements
and Professions Code 100% Accurate
Which of the following constitutes "delivery of merchandise" as it relates to preneed
funeral arrangement? (CCR 1262) - ANSWER Actual personal delivery to the purchaser
When may a preneed funeral trust be irrevocable (B&P 7737) - ANSWER In order for
the trustor to become eligible for public social services
Which of the following conditions would require a funeral director to establish a preneed
trust? (B&P 7735) - ANSWER the property or merchandise is not immediately required
What percent of the funds received by a funeral director for a preneed arrangement
must be held in trust? (B&P 7735) - ANSWER 100%
According to the Welfare and Institutions Code, which of the floowing property is NOT
considered as an available resource for the purpose of being eligible to receive public
assistance? (W&I 11158) - ANSWER Money placed into an irrevocable trust to pay for
funeral goods and services
When must any person selling or offering to osell preneed insurance give a prior written
notice to an individual disclosing, among other things, that the individual will receive a
sales presentation? (INS 789.10) - ANSWER When the offer will take place in the home
of a person age 65 or older
A funeral director is meeting iwth the survivor of a decedent. the decedent was named
as the beneficiary on a preneed agreement that has been paid for in part and is in the
possession of the funeral establishment. Which of the following actions are requied of
the funeral director? (B&P 7745) - ANSWER Present the survivor with a copy of the
preneed arrangement
Within how many days of receipt must a written request for revocation of a preneed trust
be honored (CCR 1264) - ANSWER Within 15 calendar days
What is the maximum fee that can be imposed upon the revocation of a preneed funeral
trust (B&P 7735) - ANSWER 10% o f the corpus of the trust
Who may revoke a preneed trust, or otherwise made irrevocable pursuant to the
Welfare and Institutions Code? (B&P 7737) - ANSWER the trustor
For the purpose of preneed funeral trust law, what does the term "trustor" mean? (B&P
7737) - ANSWER the person who pays for the preneed arrangements
