Long-Term Care Worksheet

Agent Information:
Name: Email: Phone:
Date:
State:    

Proposed Insured Information:
Name:  
Male: Female:
 
DOB:      
Smoker?   Yes: No:
Occupation:
Income:  $
Specific Job Duties:
Is proposed insured an executive, manager or supervisor?   Yes: No:

 

Number of years in position:

Number of employees managed/supervised:

Line of business:

Does proposed insured have current coverage in force?   Yes: No:

 
Individual monthly amount: $
Group - Monthly max benefit: $
Coverage to remain in force?   Yes: No:

Quote Information:
Monthly Benefit: $
State of Issue:  
Elimination Period (Days):   60 90 180 360 730
Benefit Period:   2 Years 5 Years To Age 65 Lifetime (if available)
Benefit Options:   COLA 3% COLA 6% Social Security Rider

BEGIN QUESTIONNAIRE
If any part of Questions 1 through 3 is answered “Yes”, a traditional LTC policy cannot be issued.

1) Are you currently receiving disability from work, or on Social Security, Disability,
Welfare, Medi-Cal and/or Medicaid?
Yes No


2) Have you ever been diagnosed as having or been treated by a member of the medical profession for any of the following conditions?
 
  a) Acquired Immune Deficiency Syndrome (AIDS) Yes No
b) AIDS Related Complex (ARC) Yes No
  c) Alzheimer’s Disease Yes No
  d) Amputation Due to Disease Yes No
  e) Amyotrophic Lateral Sclerosis (Lou Gehrig’s Diesease) Yes No
  f) Chronic Hepatitis Yes No
  g) Cirrhosis of the Liver Yes No
  h) Dementia or Organic Brain Syndrome Yes No
  i) Diabetes with Stroke/TIA Yes No
  j) Hydrocephalus Yes No
  k) Multiple Falls Yes No
  l) Multiple Sclerosis Yes No
  m) Muscular Dystrophy Yes No
  n) Myasthenia Gravis Yes No
  o) Osteoporosis with Compression Fracture Yes No
  p) Paraplegia or Quadriplegia Yes No
  q) Parkinson’s Disease Yes No
  r) Polymyositis Yes No
  s) Scleroderma Yes No
  t) Senility Yes No
  u) Stroke or TIA in past 24 months Yes No
  v) Strokes (more than 1 CVA/TIA) Yes No


3) a. Do you have any impairments, whether mental or physical, for which you need or receive assistance or supervision in performing everyday living activities (such as walking, eating, dressing, or personal hygiene including toileting or bathing?)
Yes No
  b. Do you CURRENTLY use: a catheter, dialysis, oxygen equipment, a quad or three pronged cane, respirator, walker, wheelchair, braces, crutches, motorized scooter or chair lift?
Yes No


4) In the last 5 years, have you been diagnosed as having or been treated by a member of the medical
profession for any of the following conditions?
 
  a) Alcoholism Yes No
b) Cancer Yes No
  c) Chronic Obstructive Pulmonary Disease Yes No
  d) Depression Yes No
  e) Diabetes Yes No
  f) Drug Addiction Yes No
  g) Epilepsy Yes No
  h) Heart Attack Yes No
  i) Hodgkin’s Disease Yes No
  j) Kidney Disorder Yes No
  k) Leukemia Yes No
  l) Osteoporosis Yes No
  m) Paralysis Yes No
  n) Rheumatoid Arthritis Yes No
  o) Memory Loss Yes No
  p) Stroke Yes No
  q) Transient Ischemic Attack Yes No


5) Within the past 2 years, have you been confined in a hospital or nursing facility or
been recommended by a member of the medical profession for admission to same?
Yes No


6) Within the past 5 years, have you been treated or diagnosed by a member of the
medical profession as having had any other illness, medical or surgical treatment
or check up?
Yes No


7) Do you currently use a cane (including occasional use for balance)?
Yes No


8) Are you currently taking any prescription drugs or medications?
Yes No
  Please list all medication(s):