Regulatory Compliance Midterm

Regulatory Compliance Midterm / Pittsburgh Institute of Mortuary Science / Exam date: 3/3/2025 {EXAM INCLUDES ALL PAST FLASHCARDS}

The CPL must include…

Name of business

Address

The caption “casket price list”

The effective date of the CPL

The retail price of each casket and alternative container that does not require special ordering, with enough information to identify it

What's needed in CPL

Usual offerings listed

Written description

Photograph or manufacture model # is not enough

Same list for caskets and alternative containers

Allowable if items go out of stock to verbally let the family know

Can be listen in any order or through a variety of ways

If a model has a color/interior variations just include it in the written description, does not need a separate CPL listing

The rules of CPL

Present a CPL to anyone when casket/alt container pricing is discussed

Does not have to be given to keep unless requested

CPL before showing the caskets

Price cards allowed on the caskets but still have to present a CPL

Can use the supplier’s selection room but still CPL before showing the caskets

Any modification to a preneed contract, must present a current CPL

OBCPL must include…

Name of business

Address

The caption “outer burial container price list”

The effective date of the OBCPL

The retail price of each outer burial container that does not require special ordering, with enough information to identify it

What’s needed in OBCPL

Usual offerings listed

Written description

Photograph or manufacture model # is not enough

Same list for caskets and alternative containers

Allowable if items go out of stock to verbally let the family know

Can be listen in any order or through a variety of ways

If a model has a color/interior variations just include it in the written description, does not need a separate OBCPL listing

The rules of OBCPL

Present a OBCPL to anyone when casket/alt container pricing is discussed

Does not have to be given to keep unless requested

OBCPL before showing the OBCs

Price cards allowed on the OBC but still have to present a OBCPL

Present OBCs in any way or with any order but description is needed

Can use the supplier’s selection room but still CPL before showing the OBCPL

Any modification to a preneed contract, must present a current OBCPL

Telephone price disclosure rules

People who call must be given accurate pricing information from GPL, CPL, & OBCPL

Answer questions surrounding offerings

Cannot require caller to identify themselves

Allowed to use answering machines/answering services; callers can be asked to provide callback details

Other employees may answer questions they are qualified to answer but the more in-depth may be referred to the FD

Only applies during business hours but if you handle death matters after-hours you should still provide the requested information

Statement of funeral goods and services

An itemized list of goods and services that the consumer has selected during the arrangements conference

No specific format, but it should correspond with GPL for comparison purposes

Given at the conclusion of arrangements, at the earliest date, or before final disposition

6 areas prohibited for be misrepresented

Embalming

Casket for direct cremation

• Direct cremation occurs with no formal viewing or service

Outer burial container

Legal or cemetery requirements

Preservative and protective value claims

Cash advance items

What consumers cannot be required to purchased

Tying arrangements

Incorporating declinable items into the non-declinable basic service fee

Charging a fee as a condition to furnish any of the goods and service

• Third party caskets

Prices cannot be altered based on the selections of the consumer

Tying arrangements

Unwanted or unneeded goods and services to get the items or services that they do want

Only can charge embalming under three conditions

State or local law requires embalming under the particular circumstances regardless if any wishes the family might have

Receives express permission from the authorized person to embalm

If you cannot reach a family member after an exhaustive due diligence effort (more effort if you have refrigeration), and you have no reason to believe that the family does not want the body embalmed you may embalm

The GPL must be retained for ____ after the last day of distribution

One year