191—105.3 (523A,82GA,SF559) Records maintenance.
	 105.3(1) Transaction records to be kept by preneed sellers. A preneed seller shall document all customer transactions and maintain accurate copies and records of all purchase agreements. If no other legal provision governs record retention, a preneed seller shall keep all customer records for a minimum of three years after the date of the death of the beneficiary. The preneed seller shall keep records and the identity of individuals in the records confidential.
	 105.3(2) Deposit records to be kept by preneed sellers. If purchase payments made to a preneed seller are commingled and deposited with funds not related to a purchase agreement subject to Iowa Code chapter 523A and 2007 Iowa Acts, Senate File 559, or if deposits involve more than one purchase agreement, the preneed seller shall retain a detailed summary of each deposit. This information shall be maintained and shall be available for inspection by the commissioner for a minimum of four years after the deposit.
	 105.3(3) Sales log to be kept by preneed sellers. Preneed sellers shall maintain a sales log for purposes of assigning numbers to purchase agreements. The sales log shall be maintained for a minimum of four years after the date of sale.
	 105.3(4) Sales log to be kept by sales agents. A sales agent shall maintain a sales log for a minimum of four years. The sales log shall include all of the information required for the sales agent’s annual report set forth in subrule 105.4(2).