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The journey to becoming a licensed marriage and family therapist in California requires meticulous documentation of in-state experience, a process made more systematic by the 37A 301A form. Governed by the State of California's Business, Consumer Services, and Housing Agency, this form acts as a bridge between aspiring therapists and their professional licensure, underlining the state's commitment to ensuring qualified individuals enter the field. Applicants and their supervisors must navigate through this well-structured document to report pre-degree and post-degree experience, adhering to the newly streamlined method introduced for greater efficiency. The form, requiring careful completion and original signatures, emphasizes the verification of each detail provided, from the supervision under licensed professionals to the nature of the therapy settings. It not only delineates the requisites for documenting direct counseling and non-clinical experience hours but also sets forth the conditions for lawful mental health counseling or psychotherapy experience. Furthermore, it underscores the importance of honesty and accuracy in reporting, alerting applicants to the serious implications of providing false information. This crucial document embodies the rigorous standards set by the California Board of Behavioral Sciences, guiding applicants through the meticulous verification process towards their goal of licensure.

Preview - 37A 301A Form

STATE OF CALIFORNIA – BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY

Governor Edmund G. Brown Jr.

Board of Behavioral Sciences

1625 North Market Blvd., Suite S200, Sacramento, CA 95834

Telephone: (916) 574-7830 TTY: (800) 326-2297

www.bbs.ca.gov

LICENSED MARRIAGE AND FAMILY THERAPIST

IN-STATE EXPERIENCE VERIFICATION

OPTION 1 – NEW STREAMLINED METHOD

This form is to be completed by the applicant’s California supervisor and submitted by the applicant with his or her Application for Licensure and Examination. All information on this form is subject to verification.

Use this “Option 1” form to report hours under the NEW streamlined method

Use separate forms for pre-degree and post-degree experience

Use separate forms for each supervisor and each employment setting

Ensure that the form is complete and correct prior to signing

Provide an original signature and have the supervisor initial any changes

Do not submit Weekly Summary forms unless specifically requested

The hours reported on this form were earned (mark one):

Pre-Degree

Post-Degree

APPLICANT NAME:

Last

First

Middle

Intern Number

IMF

SUPERVISOR INFORMATION:

Supervisor’s Last Name

First

Middle

Business Phone

Email Address (OPTIONAL)

License Type

License Number

State

Date First Licensed

Physicians: Were you certified in Psychiatry by the American Board of Psychiatry and Neurology during the

entire period of supervision? D N/A D No D Yes: Date Certified: __________ Cert. #: ____________

LPCCs: Did you meet the qualifications to treat couples and families during the entire period of supervision, as

specified in California law? D N/A D No D Yes: Date you met the qualifications: ______________

APPLICANT’S EMPLOYER INFORMATION:

Name of Applicant’s Employer

Business Phone

Address

Number and Street

City

State

Zip Code

37A-301 (Revised 04/2017)

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Applicant: Last

First

Middle

EMPLOYER INFORMATION (continued):

1.Was this experience gained in a setting that lawfully and regularly provides mental health counseling or psychotherapy?

2.Was this experience gained in a private practice setting?

3.Was this experience gained in a setting that provided oversight to ensure that the applicant’s work meets the experience and supervision requirements and is within the scope of practice?

4.For hours gained as an Intern ONLY: Was the applicant receiving pay?

If YES, attach a copy of the applicant’s W-2 statement for each year experience is claimed. If a W-2 has not yet been issued for this year, attach a copy of the current paystub. If applicant volunteered, submit a letter from the employer verifying volunteer status.

D Yes D No

D Yes D No D Yes D No

D Yes D No

D (preN/A-degree

experience)

EXPERIENCE INFORMATION:

 

1. Dates of experience being claimed:

 

From: __________________

To: _____________________

 

 

 

mm/dd/yyyy

 

mm/dd/yyyy

2. How many weeks of supervised experience are being claimed? __________ weeks

 

 

 

 

 

 

 

 

3. Hours of Experience:

 

 

 

 

 

Logged Hours

 

 

 

 

 

 

 

 

a. Total Direct Counseling Experience

(Minimum 1,750 hours)

 

 

 

 

 

 

 

 

 

 

 

 

• Of the above hours, how many were gained diagnosing and treating

 

 

 

Couples, Families and Children? (Minimum 500 of the 1,750 hours)

 

 

 

 

 

 

b. Total Non-Clinical Experience (Maximum 1,250 hours)

 

 

 

 

 

 

 

 

 

 

 

• Of the above hours, how many were Face-to-Face

Hours Per Week

Logged Hours

 

Supervision?

 

 

 

 

 

 

 

 

 

 

Individual

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Group (group contained no more than 8 persons)

 

 

 

 

 

 

 

 

 

 

 

 

NOTE: Knowingly providing false information or omitting pertinent information may be grounds for denial of the application. The Board may take disciplinary action on a licensee who helps an applicant obtain a license by fraud, deceit or misrepresentation.

Signature of Supervisor: _______________________________________

Date: ______________

37A-301 (Revised 04/2017)

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Form Data

Fact Name Detail
Purpose of Form 37A-301A This form is used for the verification of in-state experience for applicants applying for Licensed Marriage and Family Therapist status in California.
Form Submission Requirement The form must be completed by the applicant's California supervisor and submitted with the Application for Licensure and Examination.
Information Verification All information provided on this form is subject to verification for accuracy.
Use of the Form Applicants must use "Option 1" form to report hours under the new streamlined method, with separate forms for different supervisors and employment settings.
Original Signatures Applicants and supervisors must provide original signatures, and supervisors must initial any changes to the form.
Experience Verification Categories The form includes sections to report pre-degree and post-degree experience, ensuring applicants meet specific criteria for each.
Governing Law The form is governed by the regulations and laws of the State of California, as administered by the Board of Behavioral Sciences.

Instructions on Utilizing 37A 301A

Filling out the 37A 301A form is a key step for marriage and family therapists in California working towards licensure. This form, specifically for in-state experience verification, plays a crucial role in documenting supervised experience essential for licensure. By carefully following the steps below, applicants can ensure their experience is accurately and effectively presented for consideration by the Board of Behavioral Sciences. Remember, accuracy and honesty in reporting your experience not only reflects your integrity but also impacts your path to becoming a licensed professional.

  1. Start by selecting the appropriate experience type at the top of the form: mark either Pre-Degree or Post-Degree.
  2. Enter the Applicant Name, including last, first, and middle names, along with the Intern Number if applicable — IMF.
  3. Fill in the SUPERVISOR INFORMATION section. Include the supervisor’s name, business phone, and email address. Also, specify the supervisor’s license type, license number, and the state and date first licensed. If the supervisor is a physician specialized in psychiatry or an LPCC, additional certification details will be required.
  4. Under APPLICANT'S EMPLOYER INFORMATION, provide details about the employer including the name, business phone, and the full address of the employment setting.
  5. Answer the four questions regarding the experience setting. These include if the setting lawfully provides mental health counseling, if it's a private practice, if there was oversight, and, for intern hours, whether the applicant was paid or volunteered.
  6. In the EXPERIENCE INFORMATION section, specify the dates from which the experience being claimed begins and ends, using the mm/dd/yyyy format. Then, indicate the total number of weeks of supervised experience being claimed.
  7. Report the Hours of Experience:
    • Log the total direct counseling experience hours and specify how many of those were spent diagnosing and treating couples, families, and children.
    • Record the total non-clinical experience and the face-to-face supervision hours, noting any group supervision sessions must contain no more than 8 persons.
  8. The supervisor must provide their original signature and date the form at the bottom, confirming the accuracy of the reported information. Any changes should be initialed by the supervisor to validate the modification.

Remember that providing false information or omitting important details can lead to application denial or disciplinary action against a licensee involved in the misrepresentation. Therefore, it's crucial to approach this process with the utmost care and responsibility. Once completed, this form accompanies the Application for Licensure and Examination, moving applicants one step closer to achieving their professional licensure goals.

Obtain Answers on 37A 301A

Frequently Asked Questions about Form 37A 301A:

  1. What is the purpose of Form 37A 301A?
  2. Form 37A 301A is designed for Licensed Marriage and Family Therapists (LMFT) in California to verify their in-state experience. This specific form, described as "Option 1 – New Streamlined Method," is filled out by the applicant's California supervisor to validate the applicant's pre-degree and post-degree experience required for licensure. It's part of the documentation needed when applying for licensure and examination with the Board of Behavioral Sciences.

  3. How should Form 37A 301A be filled out?

    • The form must be completed by the applicant's supervisor.
    • Separate forms are needed for different employment settings and for each supervisor.
    • Before signing, ensure the form is fully accurate. Original signatures are required, and any changes must be initialled by the supervisor.
  4. What documents are required to be submitted along with Form 37A 301A?
  5. While Weekly Summary forms are not routinely requested, certain situations may require additional documentation. If the experience being reported involved payment to the intern, a W-2 statement for each claimed year, or a current paystub if the W-2 has not been issued for the year, must be attached. For volunteer experiences, a letter from the employer verifying the volunteer status should be submitted. It’s crucial to have all supporting documents ready, as failing to provide necessary verification can delay the processing of the licensure application.

  6. What are the consequences of providing false information on Form 37A 301A?
  7. Submitting inaccurate information or omitting important details on Form 37A 301A can lead to the denial of the licensure application. The Board of Behavioral Sciences considers these acts as serious violations, which may result in disciplinary action. This underscores the importance of ensuring all provided information is truthful and complete to avoid jeopardizing one’s licensure status.

Common mistakes

When filling out the 37A 301A form for the Licensed Marriage and Family Therapist In-State Experience Verification in California, there are several common mistakes that applicants and supervisors alike should avoid. To help you navigate the completion of this form accurately, here's an expanded list:

  1. Not utilizing separate forms for pre-degree and post-degree experience. Each period requires its own documentation, ensuring clarity and compliance with the Board's requirements.

  2. Forgetting to use separate forms for each supervisor and each employment setting. This keeps experiences distinct and properly accounted for.

  3. Failing to ensure all information is complete and correct before signing. Inaccuracies can result in delays or the rejection of your application.

  4. Omitting the original signature of the supervisor and the supervisor’s initials on any changes. This oversight can raise questions about the authenticity of the form.

  5. Submitting the form without the required attachment of a W-2 statement or current paystub for paid intern experience, or a letter from the employer verifying volunteer status. This documentation is crucial for verifying the paid or volunteer nature of the intern's work.

  6. Incorrectly marking the experience gained in a setting that lawfully and regularly provides mental health counseling or psychotherapy. Each setting is subject to specific standards that must be met.

  7. Assuming experience in a private practice setting counts without verifying that the setting provided necessary oversight. Not all private practice experiences meet the Board’s requirements.

  8. Miscalculating the total direct counseling experience hours or the minimum required hours diagnosing and treating couples, families, and children. This miscalculation can significantly impact your eligibility.

  9. Overlooking the maximum allowed non-clinical experience hours and the face-to-face supervision limitations. Staying within these boundaries is essential for the Board's approval.

In addition to these specifics, remember:

  • Always double-check the form before submission to catch any potential errors.
  • Keep a copy of the completed form for your records. It's important to have your own record of what was submitted.
  • Be mindful of the email addresses and phone numbers provided, ensuring they are current and accurate. This helps in avoiding communication delays with the Board.

By paying close attention to these details, applicants and their supervisors can streamline the verification process, helping to ensure that the journey towards licensure is as smooth as possible.

Documents used along the form

When applying for licensure and examination as a Licensed Marriage and Family Therapist (LMFT) in California, the 37A 301A form is vital. However, applicants often need additional forms and documents to complete their application package. The following list offers a brief description of other commonly required forms and documents.

  • Application for Licensure and Examination: This is the primary application form where applicants provide personal and educational information, indicating they are seeking licensure as an LMFT.
  • Live Scan Service Request: Required for a background check, this form accompanies applicants to a Live Scan operator where their fingerprints are electronically submitted to the California Department of Justice and the FBI.
  • Supervisor Agreement Form: This form documents the agreement between the applicant and their clinical supervisor, outlining the terms and conditions of supervision.
  • Supervisor Responsibility Statement: Supervisors sign this document to acknowledge their understanding of the responsibilities and requirements for overseeing an applicant's clinical work.
  • Weekly Summary of Experience Hours: Although not always required initially, this form helps applicants track and summarize their supervised experience hours weekly.
  • Verification of License in Another State: For applicants licensed in another state, this form is used to verify their licensure status and history.
  • Professional Self-Query Report: A report from the National Practitioner Data Bank (NPDB) that the applicant must request, showing any disciplinary actions or malpractice claims.
  • Request for Accommodation of Disabilities: Applicants with disabilities requesting accommodations for the examination must complete this form, accompanied by supporting documentation.
  • W-2 Statement or Pay Stub: Required for applicants claiming paid experience, these documents serve as proof of employment.
  • Volunteer Experience Verification: For unpaid internships or volunteer positions, this letter from the employer verifies the applicant's volunteer status and outlines their duties and hours.

Completing the application process for LMFT licensure in California involves meticulous documentation and several steps. The forms and documents listed above are commonly used alongside the 37A 301A form to ensure candidates meet all the qualifications and requirements. Applicants are encouraged to carefully review and accurately complete all necessary paperwork to facilitate a smooth application process.

Similar forms

  • The Application for Licensure and Examination is closely related to the 37A 301A form since applicants must submit it along with the experience verification. This form is a critical step in the licensure process, requiring detailed personal and educational information from the applicants, similar to how the 37A 301A form requires detailed experience information.

  • Weekly Summary Forms are mentioned as documents not to be submitted unless specifically requested. They're similar in that they provide a detailed log of the applicant’s activities, hours, and progress, just like the experience sections of the 37A 301A form.

  • Volunteer Verification Letter shares a purpose with part of the 37A 301A form that deals with verifying unpaid experience. This letter would typically confirm the volunteer status and the roles undertaken by the applicant, akin to how the 37A 301A form verifies the applicant’s experience setting and supervision.

  • Supervisor Evaluation Forms are akin to the 37A 301A in that they provide an assessment of the applicant's performance under supervision. However, these forms might offer more detailed feedback on the applicant's clinical skills, knowledge, and professionalism.

  • The W-2 Statement is referenced in the 37A 301A form for those claiming paid intern experience. It's similar as it serves as a formal financial document to prove employment and compensation, supporting the application's experience claims.

  • Professional Development Record Forms might be seen as complementary to the 37A 301A form, documenting ongoing education and training. They emphasize the applicant's commitment to expanding their expertise beyond their formal education and supervised experience.

  • The Task Verification Form could be considered similar in function to portions of the 37A 301A, as it may specifically detail the types of clinical tasks or activities performed. This form helps in breaking down the applicant's competencies and specific skills gained during their experience period.

  • Ethical Conduct Review Forms might be a necessary accompaniment in licensure applications, emphasizing the applicant's adherence to professional ethics. This parallels the 37A 301A form’s implicit requirement for ethical practice through supervised experience verification.

  • A Continuing Education Completion Certificate proves that an applicant has fulfilled additional learning requirements, which complement the supervised experience reported in the 37A 301A form by showcasing continued growth and commitment to the field.

  • The Personal Statement or Essay submitted with many licensure applications, though not directly related to clinical experience, offers insights into the applicant's motivation, ethical considerations, and personal growth. It's similar to the 37A 301A form in contributing to a comprehensive view of the applicant’s readiness for licensure.

Dos and Don'ts

When filling out the 37A 301A form for the Licensed Marriage and Family Therapist In-State Experience Verification in California, it's crucial to follow specific guidelines to ensure the process is completed accurately and efficiently. Here are essential dos and don'ts to keep in mind.

Things You Should Do:

  1. Verify that each section of the form is fully completed by the applicant's California supervisor. This includes accurate reporting of all required information such as dates of experience, number of supervised weeks, and total hours of experience.
  2. Ensure that separate forms are used for pre-degree and post-degree experience, and for each supervisor and employment setting, to maintain clarity and organization of the record-keeping.
  3. Check that the supervisor provides an original signature on the form and initials any changes to verify the accuracy and approval of the information provided.
  4. Attach supporting documents as necessary, such as W-2 statements or paystubs for experiences where the applicant was paid, or a letter verifying volunteer status for unemployed internships.

Things You Shouldn't Do:

  1. Submit the form without the supervisor's original signature and initials next to any changes. This oversight can lead to questions about the validity of the information provided.
  2. Mix experience hours between different forms. Keep pre-degree, post-degree, and different employment settings separate to avoid confusion and ensure a clear record of experience.
  3. Overlook the requirement to report certain specifics of the experience, like whether the applicant was performing duties within their scope of practice or if the experience was in a setting lawfully providing mental health counseling.
  4. Provide inaccurate information or omit details about the experience gained. This form is subject to verification, and any discrepancies or misleading information could result in denial of the application or disciplinary action.

Misconceptions

  • One common misconception is that the 37A 301A form is used exclusively for marriage and family therapists applying for licensure in any state. In reality, this form is specifically designed for applicants within the state of California, under the jurisdiction of the Board of Behavioral Sciences. This detail is crucial for ensuring that the application process adheres to the correct state-specific procedures and requirements.

  • Another misconception involves the belief that the 37A 301A form can substitute for other documentation of clinical experience. In contrast, the form serves to verify in-state experience as part of a broader application for licensure and examination, requiring separate forms for different types of experience and settings. This emphasizes the importance of a thorough documentation process, as applicants must ensure that all aspects of their clinical experience are accurately and comprehensively reported.

  • It's also mistakenly believed that the form allows supervisors to report experience without distinction between pre-degree and post-degree hours. The form, however, specifically asks whether the hours reported were earned pre-degree or post-degree, necessitating separate forms for each period. This distinction supports the structured assessment of an applicant's professional development over time, underscoring the importance of supervision throughout all stages of clinical training.

  • Finally, there’s a misconception that once submitted, the information on the 37A 301A form cannot be amended. The instructions explicitly allow for the original supervisor to initial any changes, promoting accuracy and integrity in the reporting process. This provision recognizes the potential for human error and provides a method for correction, ensuring that the application reflects the applicant’s experience as accurately as possible.

Key takeaways

Understanding the intricacies of the 37A 301A form, designed for Licensed Marriage and Family Therapist (LMFT) in-state experience verification in California, is crucial for both applicants and their supervisors. The following are key takeaways for completing and using this form effectively:

  • Specificity to California: This form is part of the licensure process governed by the California Board of Behavioral Sciences. It is tailored for the verification of in-state experience for LMFT licensure applicants.
  • New Streamlined Method: Option 1 on this form represents a new streamlined method for reporting hours, indicating a focus on simplifying the administrative process for both supervisors and applicants.
  • Segmentation of Experience: When reporting hours, it's necessary to distinguish between pre-degree and post-degree experience, using separate forms for each category to ensure clarity and compliance with state requirements.
  • Comprehensive Supervisor and Employment Information: Detailed information must be provided for both the supervisor and the employment setting. This includes licensure details for the supervisor and the legal and operational status of the employment setting with respect to mental health counseling.
  • Verification of Supervision Qualification: Supervisors are required to attest to their qualifications, including for physicians, certification in Psychiatry by the American Board of Psychiatry and Neurology, and for LPCCs, qualifications to treat couples and families as stipulated by California law.
  • Accurate Hour Logging: Hours must be meticulously logged, separating direct counseling experience (with a minimum requirement) from non-clinical experience. Special attention should be given to the specific hours devoted to diagnosing and treating couples, families, and children.
  • Evidence of Paid or Volunteer Experience: The form requires evidence of paid work through W-2 statements or current paystubs, or verification of volunteer status, for hours gained as an intern to be acknowledged.
  • Legal and Regulatory Compliance: The form underscores the importance of honesty in reporting, warning of potential denial for knowingly providing false information or omitting pertinent details. It also cautions about disciplinary action for licensure obtained through deceit.
  • Original Signatures Required: Both the supervisor’s initial on any changes and an original signature on the form are mandatory, emphasizing the formality and accountability embedded in the licensure process.

By adhering to these stipulations, supervisors and applicants can navigate the LMFT licensure verification process in California with greater ease and integrity, ensuring that all requirements are met for a successful application and subsequent licensure.

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