Printing Grantor Trust Tax Statements

A Step-by-Step Guide

All funeral homes registered to use our website, www.preplan.org, have the ability to print a duplicate tax statement for their consumers. The following is a step-by-step guide:

  • Click on the STATEMENT tab
  • Click on the TAX STATEMENTS link (located on the left side navigation menu)
  • Search for the contract using the available options
  • Click the SELECT link next to the contract number of the individual
  • Select the YEAR and TYPE OF STATEMENT (Abbreviated: same as mailed to consumer | Full Statement: listing fiduciary and advisory fee information)
  • Click GET STATEMENTS to download

Please consult the website after December 31 for more information regarding the date 2020 tax statements will become available online. Please note tax statements for the past three (3) years can be viewed or printed. Consumers will also have access to their tax statements once available. Please direct the account holder to the CONSUMER tab above. Upon log-in, they will be able to download their tax statement.

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