# 7 Tex. Admin. Code § 25.13: 7 TAC § 25.13. Annual Report Filing

> Texas · Regulations · In force

URL: https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_13

## Section

- **Citation:** 7 Tex. Admin. Code § 25.13
- **Heading:** 7 TAC § 25.13. Annual Report Filing
- **Jurisdiction:** Texas
- **Kind:** Regulations
- **Status:** In force
- **Text as of:** August 14, 2026
- **Source:** Compiled text
- **Location:** Texas Administrative Code / Title 7 BANKING AND SECURITIES / Part 2 TEXAS DEPARTMENT OF BANKING / Chapter 25 PREPAID FUNERAL CONTRACTS / 7 TAC § 25.13

## Text

(a) Valid permit. A permit issued by the department
 to sell prepaid funeral benefits remains in effect until it is revoked
 by the department or surrendered by the permit holder.
(b) Date of filing. Each permit holder with outstanding
 prepaid funeral benefit contracts must file an annual report with
 the department by March 1 of each year for the preceding calendar
 year.
(c) Contents of filing. The Annual Report filing must
 be sworn to by an authorized agent or corporate officer of the permit
 holder before a notary and must provide:
(1) the name and permit number of the permit holder;
(2) a contact name and contact information for the
 permit holder;
(3) a recapitulation of the prepaid funeral benefits
 contract activity for the preceding calendar year, including beginning
 balances, additions, deletions, adjustments, and ending balances;
(4) a copy of the permit holder's in-force policy run
 or control ledger as of December 31 that substantiates the ending
 balances;
(5) an explanation for any material variances between
 the ending balances in the recapitulation described in subsection
 (c)(3) of this section, and those in the in-force policy run or control
 ledger described in subsection (c)(4) of this section;
(6) a sworn affidavit completed and signed by the insurance
 company or depository institution attesting to the permit holder's
 holdings, balances, or accounts as of December 31; and
(7) the Guaranty Fund assessment, if applicable.

## Nearby sections

- [7 Tex. Admin. Code § 25.10 7 TAC § 25.10. Recordkeeping Requirements for Insurance-Funded Contracts](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_10.md)
- [7 Tex. Admin. Code § 25.11 7 TAC § 25.11. Recordkeeping Requirements for Trust-Funded Contracts](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_11.md)
- [7 Tex. Admin. Code § 25.12 7 TAC § 25.12. Withdrawal of Funds](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_12.md)
- [7 Tex. Admin. Code § 25.13 7 TAC § 25.13. Annual Report Filing](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_13.md)
- [7 Tex. Admin. Code § 25.14 7 TAC § 25.14. Uniform Risk Ratings](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_14.md)
- [7 Tex. Admin. Code § 25.17 7 TAC § 25.17. Guaranty Fund](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_17.md)
- [7 Tex. Admin. Code § 25.18 7 TAC § 25.18. Cancelled Permits](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_18.md)
- [7 Tex. Admin. Code § 25.19 7 TAC § 25.19. Guaranty Fund Claims](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_19.md)
- [7 Tex. Admin. Code § 25.21 7 TAC § 25.21. Introduction to Joint Memorandum of Understanding](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_21.md)
- [7 Tex. Admin. Code § 25.22 7 TAC § 25.22. Joint Memorandum of Understanding](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_22.md)
- [7 Tex. Admin. Code § 25.23 7 TAC § 25.23. Application Fees](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_23.md)
- [7 Tex. Admin. Code § 25.24 7 TAC § 25.24. What Fees Must I Pay for an Examination?](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_24.md)
- [7 Tex. Admin. Code § 25.25 7 TAC § 25.25. Conversion from Trust-Funded to Insurance-Funded Benefits](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_25.md)
- [7 Tex. Admin. Code § 25.31 7 TAC § 25.31. Effect of Criminal Convictions on Permits](https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_31.md)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/statutes/STATE_TX_TAC_T7_P2_C25_S25_13. Check the current official text before relying on it. Not legal advice.