We always do more for you, so you can do more for your clients
TD Canada Trust Prepaid Services helps you spend less time taking care of paperwork, and more time taking care of your clients. By offering funeral prearrangements to your clients, you both benefit.
We currently meet the prearrangement financial service needs of over 500 funeral homes and cemeteries, in all ten provinces, so we understand the importance of conforming with provincial regulatory and tax issues.
Our specialized services include -
- Providing your clients with an easy way to make monthly payments
- Providing you with detailed monthly statements
- Simplified withdrawal requests that make funds available by the next business day
- Generating provincial regulatory reports and/or helping you complete this process, depending on the province in which you operate
- Printing client receipts so that you can meet your legislative requirements (where applicable) and serve your clients in the best way you can
- Issuing T5s as required and filing T5 summaries
- Toll-free customer service
- Deducting administrative fees/retainage (where applicable) and depositing the funds back into your business banking account at any Canadian financial institution
When you choose TD Canada Trust Prepaid Services, you also have the option of offering your clients convenient, flexible options that are good for them and good for business.
Convenience for your clients
Offering your clients the option of convenient monthly installments is a smart decision. Installments secure future business and make it easy for clients to budget their expenses.
Convenience for you
We take care of collecting monthly payments and provide you with a list of the deposits made to your account.
And when you choose TD Canada Trust, you enjoy convenient hours and deposit flexibility to increase productivity and efficiency.
Make deposits when it's convenient for you by choosing:
In-branch - make deposits at any of our branches across Canada and take advantage of extended hours, including many branches open on Saturdays.
The Green Machine™ - deposit your preneed funds at any one of our full-service automated banking machines 24 hours a day, seven days a week.
Telephone transfers - save time and effort by transferring funds from your business banking account at any Canadian financial institution to your trust account.
Ask about our competitive marketing allowance
As the operator of a licensed funeral home or cemetery, you can choose to participate in our marketing allowance program. This easy-to-use incentive plan is built around your needs, and includes -
- No health questions
- No cancellation fees charged to your clients
- Greater flexibility to tailor the program around your business needs
Let us help you spend more time helping your clients. Call 1-800-565-0708 and speak to a TD Canada Trust representative today.
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