CMT Program Benefits

CMT Staff Is Here to Serve You:

Funeral Home Services

• Resource for SSI/MediCal information
• Handles consumer questions for you with friendly customer service staff
• Files annual report with Department of Consumer Affairs
• Files all IRS and FTB reporting documents
• 24 hour account information via telephone
• Electronic funds transfer for funeral home payouts
• Provides a complete and accurate accounting system
• Offers a staff supported rollover program
• Provides statements and/or audits on request
• Offers a distribution option to the funeral home
• Responds to questions quickly via phone or e-mail

Staff Training

• Offers a complete Operations Manual for the funeral home
• Provides on-site training and regional workshops
• Provides toll-free telephone access to friendly, knowledgeable staff

Consumer Benefits

• No health or age limits
• Allows for revocable or irrevocable (for SSI/MediCal) accounts
• Offers flexible payment plans
• Offers guaranteed and non-guaranteed accounts
• Offers portability-transferability

If you are a CFDA member funeral home that is interested in a flexible, safe, and easy-to-administer pre-need program, please call our office at (800) 322-4268. Friendly CMT Staff are available to help you, Monday through Friday, from 8:00 a.m. until 5:00 p.m.

California Master Trust (Enrollment Form)

Penny Fowler, Sr. Account Manager
Julian King, Regional Representative

PO Box 1700
Folsom, CA 95763-1700

Email: info@californiamastertrust.com

(800) 322-4268
Fax: (800) 769-9063