Forms and Sample Documents

Licensing Forms for Funeral & Transfer Service Professionals

• Report of Prepaid Funds (RPF) Form

  The Report of Prepaid Funds (RPF) is due within 90 days of the operator’s fiscal year end.

  • For your fiscal year ending in the year 2021, use this form.
  • For your fiscal year ending in the year 2022, use this form.

   

  • • Note: This new RPF form no longer includes the following pages: Certification to Registrar; Review Engagement Report – No Discrepancies; and Review Engagement Report – Discrepancies. Your accountant must provide his/her Review Engagement Report on his/her own letterhead. More instructions are included in the online RPF form.

• Application Forms

  Personal Licence Application Form

  Certificate of Inspection by Local Health Unit

  Request for One Person to Manage More Than One Business

  Application for Emeritus Status

  Notice of Business Change

  Business Licence Application – Funeral Establishment and Transfer Service Operator

• Other Forms

  Change of Personal Information

  Consumer Information Guide Order Request Form

  Credit Card Authorization Form 

• Sample Funeral/Transfer Service Documents

  Notice to the Profession: Oct. 5, 2021 
  BAO recommends price list templates to support operators and enhance transparency for consumers – See samples 

  MS Word files for use by licensees and operators:  

  Sample At-need Funeral Services Contract

  Sample At-need Transfer Services Contract

  Sample Trust-funded Prepaid Funeral Services Contract

  Sample Trust-funded Prepaid Transfer Services Contract

  Sample “prepaid to at-need” reconciliation sheet 

  Sample letter to families/consumers:
  Unclaimed cremated remains
  – for funeral establishments and transfer services