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PLEASE ANSWER THE FOLLOWING QUESTIONS REGARDING YOUR STATE’S/PROVINCE’S
CURRENT REGULATIONS IN LICENSING, CONTINUING EDUCATION and PRE-NEED
This information will be used to update our publications and website which we make available for reference
by other state and provincial regulatory boards, funeral service educators, students and professionals, as well
as the general public.
INSTRUCTIONS:
1. TYPE in your answers (Just click on the grey text box, and then start typing)
OR CHECK the appropriate box(es) where provided (Just click on the box. Click again to uncheck a box.)
2. SAVE the document with your changes (you must save the document to your computer) and
3. RETURN to us (as an e-mail attachment) by November 22, 2010.
STATE/PROVINCE
Name of your Regulatory Agency
Form completed by (Your name) (Your title)
How can we reach you if we have questions? (This information will be kept confidential)
Date completed
GENERAL QUESTIONS
1. Who monitors licensing for individuals? (Check all that apply)
Funeral board
Government/provincial office/dept. (Please specify)
Other (Please specify)
None
2. Types of individual licensure available in your state (Check all that apply)
Funeral director only
Embalmer only
Funeral director and embalmer
Mortician
Other (Please specify)
3. Requirements and Associated Fees for licensure (Check all that apply)
Funeral Director Only (Check all that apply) Not Applicable
Bachelor of Arts
Bachelor of Science
Associate of Arts
Associate of Science
Graduate of American Board of Funeral Service Education (ABFSE)-approved program
Other (Please specify)
Pass National Board Exam (NBE)
Pass State Board Exam (SBE)
SBE Fee – If yes, please specify amount $
Pass State Laws, Rules & Regulations Exam (LRR)
LRR Fee – If yes, please specify amount $
Apprenticeship Internship (Please check the terminology used in your state)
Served after completion of required training.
Served before completion of required training.
Served either before, during or after completion of required training.
Apprenticeship/Internship must be served in your state
Yes
No
Embalming/case reports required?
Yes – If yes, how many?
No
License fee $
License renewal fee $
Frequency of renewal
Minimum age for licensure?
18
21
Not specified
Other (Please specify)
Embalmer Only (Check all that apply) Not Applicable
Bachelor of Arts
Bachelor of Science
Associate of Arts
Associate of Science
Graduate of ABFSE-approved program
Other (Please specify)
Pass National Board Exam (NBE)
Pass State Board Exam (SBE)
SBE Fee – If yes, please specify amount $
Pass State Laws, Rules & Regulations Exam (LRR)
LRR Fee – If yes, please specify amount $
Apprenticeship Internship (Please check the term used in your state)
Served after completion of required training.
Served before completion of required training.
Served either before, during or after completion of required training.
Apprenticeship/Internship must be served in your state
Yes
No
Case reports required?
Yes – If yes, how many?
No
License fee $
License renewal fee $
Frequency of renewal
Minimum age for licensure?
18
21
Not specified
Other (Please specify)
Funeral Director/Embalmer (Check all that apply) Not Applicable
Bachelor of Arts
Bachelor of Science
Associate of Arts
Associate of Science
Graduate of ABFSE-approved program
Other (Please specify)
Pass National Board Exam (NBE)
Pass State Board Exam (SBE)
SBE Fee – If yes, please specify amount $
Pass State Laws, Rules & Regulations Exam (LRR)
LRR Fee – If yes, please specify amount $
Apprenticeship Internship (Please check the term used in your state)
Served after completion of required training.
Served before completion of required training.
Served either before, during or after completion of required training.
Apprenticeship/Internship must be served in your state
Yes
No
Case reports required?
Yes – If yes, how many?
No
License fee $
License renewal fee $
Frequency of renewal
Minimum age for licensure?
18
21
Not specified
Other (Please specify)
Mortician (Check all that apply) Not Applicable
Bachelor of Arts
Bachelor of Science
Associate of Arts
Associate of Science
Graduate of ABFSE-approved program
Other (Please specify)
Pass National Board Exam (NBE)
Pass State Board Exam (SBE)
SBE Fee – If yes, please specify amount $
Pass State Laws, Rules & Regulations Exam (LRR)
LRR Fee – If yes, please specify amount $
Apprenticeship Internship (Please check the term used in your state)
Served after completion of required training.
Served before completion of required training.
Served either before, during or after completion of required training.
Apprenticeship/Internship must be served in your state
Yes
No
Case reports required?
Yes – If yes, how many?
No
License fee $
License renewal fee $
Frequency of renewal
Minimum age for licensure?
18
21
Not specified
Other (Please specify)
Other (Please specify) (Check all that apply)
Bachelor of Science
Associate of Arts
Graduate of (ABFSE)-approved program
Other (Please specify)
Pass National Board Exam (NBE)
Pass State Board Exam (SBE)
SBE Fee – If yes, please specify amount $
Pass Laws, Rules & Regulations Exam (LRR)
LRR Fee – If yes, please specify amount $
Apprenticeship Internship (Please check the term used in your state)
Served after completion of required training.
Served before completion of required training.
Served either before, during or after completion of required training.
Apprenticeship/Internship must be served in your state
Yes
No
Embalming/case reports required?
Yes – If yes, how many
No
License fee $
License renewal fee $
Frequency of renewal
Minimum age for licensure?
18
21
Not specified
Other (Please specify)
CONTINUING EDUCATION
1. Is continuing education required?
Yes – If yes, how many hours/year
No (Skip to “REPROCITY/ENDORSEMENT” section)
2. Who monitors the continuing education program?
Your state board
Other (Please specify)
3. Who reviews the continuing education programs submitted for use in your state?
Your state board
Other (Please specify)
4. Who approves the continuing education programs submitted for use in your state?
Your state board
Other (Please specify)
5. If a licensee fails to satisfy the continuing education requirement, what action is taken by the state?
Probation – Please explain terms of probation
Extension – Please give details
Fine – Please give details
Suspension – Please give details
Disciplinary action – Please give details
Other – Please give details
RECIPROCITY/ENDORSEMENT
1. Does your state/province have a system and/or regulations for licensing individuals who are licensed in
another state or province?
Yes
No (Skip to “BUSINESS LICENSURE” section)
2. What is the licensure system from another state/province called?
Endorsement
Reciprocity
Other (Please specify)
3. Does your state/province have specific agreements with certain states/provinces?
Yes (Please list)
No
4. Are licensees from other states/provinces required to specifically meet all the initial education and
licensure requirements of your state/province for licensure?
Yes
No (Please explain)
5. Do the same license fees apply in all cases?
Yes
No (Please explain)
PRE-NEED
1. Is pre-need regulated by statute?
Yes (Please explain)
No (Skip to “BUSINESS LICENSURE” section)
2. Is a license required to sell pre-need?
Yes
What license is required?
What agency issues license?
No
3. Are funeral licensees allowed to sell pre-need?
Yes
No
4. If trusting is permitted, what % (percent) must be trusted?
100%
90%
85%
80%
75%
Other (Please specify) %
5. Are irrevocable trusts allowed?
Yes
No
6. Does your state/province have any type of consumer protection (guarantee) fund for pre-need?
Yes (Please explain)
No
7. What types of insurance can be used to fund pre-need? (Please check all that apply)
Permanent Life Insurance
Whole Life Insurance
Burial Insurance
Annuity
Other (Please specify)
8. Is an insurance license required to sell pre-need insurance?
Yes
No
9. Can a licensed funeral service professional also be licensed to sell insurance?
Yes
No
10. Does the state board have the statutory authority to assess fines and penalties?
Yes
No (Please explain)
11. Is there an appeal process?
Yes (Please explain)
No
12. Maximum penalty?
$25,000
$10,000
$5,000
$1,000
Other (Please specify)
13. Disposition of monies collected?
Revenue fund
General fund
Board operation
BUSINESS LICENSURE
1. Who monitors licensed establishments? (Check all that apply)
Funeral board
Government/provincial office/dept. (Please specify)
Other (Please specify)
None
Other (Please specify)
2. Types of business licensure required in your state (Check all that apply), fees and renewal period
Establishment license, Fee: $ Renewal period: year(s)
Branch establishment license, Fee: $ Renewal period: year(s)
Crematory license, Fee: $ Renewal period: year(s)
Cemetery license, Fee: $ Renewal period: year(s)
Pre-need seller, Fee: $ Renewal period: year(s)
Other (Please specify)
3. Are licensed establishments inspected?
Yes.
What type(s) of establishment(s) (Check all that apply)
Funeral homes
Who inspects the establishment?
What is the frequency of inspection?
What is the procedure if an establishment fails an
inspection?
Cemeteries
Who inspects the establishment?
What is the frequency of inspection?
What is the procedure if an establishment fails an
inspection?
Crematories
Who inspects the establishment?
What is the frequency of inspection?
What is the procedure if an establishment fails an
inspection?
No
COMMENTS/EXPLANATIONS, ETC. (Please use this area to add any information you feel is pertinent or
helpful to other agencies.
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