Which documents are not required by the FTC to be given to the customer for retention?

Which documents are not required by the FTC to be given to the customer for retention?

• A. General Price List
• B. Outer Burial Container Price List and Casket Price List
• C. Statement of Funeral Goods and Services Selected
• D. Casket Price List

Answer: (C)

The key idea here is understanding which price-disclosure documents the FTC Funeral Rule requires a funeral home to provide in writing. The rule mandates providing price lists that spell out the costs of goods and services: the General Price List, and, if applicable, price lists for outer burial containers and for caskets. These documents are the official disclosures that customers should receive and keep for reference. The Statement of Funeral Goods and Services Selected, while it can be used to itemize what the customer has chosen and to confirm prices, is not one of these mandatory price-disclosure lists. It’s a summary record used during the arrangement process, but the FTC does not require it to be provided for retention in the same way it requires the price lists. That’s why this option is the best answer.

The key idea here is understanding which price-disclosure documents the FTC Funeral Rule requires a funeral home to provide in writing. The rule mandates providing price lists that spell out the costs of goods and services: the General Price List, and, if applicable, price lists for outer burial containers and for caskets. These documents are the official disclosures that customers should receive and keep for reference.

The Statement of Funeral Goods and Services Selected, while it can be used to itemize what the customer has chosen and to confirm prices, is not one of these mandatory price-disclosure lists. It’s a summary record used during the arrangement process, but the FTC does not require it to be provided for retention in the same way it requires the price lists. That’s why this option is the best answer.