T. Wills And Life Insurance

T. Wills And Life Insurance module of HRS 2012

Start of T. Wills And Life Insurance
 
NT001

DOES R HAVE VALID WILL

DO YOU CURRENTLY HAVE A WILL THAT IS WRITTEN AND WITNESSED?
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If DOES R HAVE VALID WILL != 5 No will and DOES R HAVE VALID WILL was not answered »
 
   
 
NT002

DID R MAKE FAMILY PROVISIONS IN WILL

HAVE YOU MADE PROVISIONS IN YOUR ^FLWILLTRUST FOR ANY FAMILY
MEMBERS ^FLOTHTHAN?
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If DID R MAKE FAMILY PROVISIONS IN WILL != 5 No and DID R MAKE FAMILY PROVISIONS IN WILL was not answered »
 
     
   
If COUNT OF KIDS - NOT THEIR SPOUSES > 0 »
 
       
     
NT003

R WILL INCLUDE CHILDREN/STEPCHILDREN

DOES THAT INCLUDE ANY OF YOUR CHILDREN OR STEP-CHILDREN?
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If R WILL INCLUDE CHILDREN/STEPCHILDREN = 1 Yes »
 
         
       
NT004

WHICH CHILD IS INCLUDED IN WILL

(WHICH CHILD IS THAT?)
» CHOOSE ALL THAT APPLY. IF ONLY ONE CHILD APPEARS,
SELECT AND MOVE ON

         
       
If (WHICH CHILD IS INCLUDED IN WILL != 993 and WHICH CHILD IS INCLUDED IN WILL > 1) or (WHICH CHILD IS INCLUDED IN WILL = 1 and WHICH CHILD IS INCLUDED IN WILL = 996) »
 
           
         
If COUNT OF KIDS - NOT THEIR SPOUSES > 1 »
 
             
           
NT005

WILL PROVIDE FOR ALL CHILDREN EQUALLY

DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?
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If NZ114 > 0 and NZ114 != 95 »
 
       
     
NT006

R WILL INCLUDE GRANDCHILDREN

DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?
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If R WILL INCLUDE GRANDCHILDREN = 1 Yes »
 
         
       
NT007

WILL INCLUDE WHICH GRANDCHILD

WHICH OF YOUR CHILDREN IS THE PARENT OF THAT GRANDCHILD?
» CHOOSE ALL THAT APPLY
         
 
NT008

Will provide for charity

HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?
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NT011

R HAVE ANY LIFE INSURANCE

DO YOU HAVE ANY LIFE INSURANCE, INCLUDING INDIVIDUAL OR GROUP POLICIES?
» DO NOT INCLUDE BURIAL INSURANCE
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If R HAVE ANY LIFE INSURANCE != 5 No and R HAVE ANY LIFE INSURANCE !was not answered »
 
   
 
NT012

NUMBER OF DIFF LIFE INS POLICIES R HAS

HOW MANY DIFFERENT LIFE INSURANCE POLICIES DO YOU HAVE?
» INCLUDE INDIVIDUAL POLICIES, GROUP POLICIES, OR PAID-UP
POLICIES IF R ASKS

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NT013

FACE VALUE OF R LIFE INS POLICIES

^FLALTOGETHERWHAT IS THE TOTAL FACE VALUE OF ^FLPOLICY,
THAT IS, THE AMOUNT OF MONEY THE BENEFICIARY WOULD GET IF YOU WERE TO DIE?
» DO NOT PROBE DK/RF
AMOUNT:
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If FACE VALUE OF R LIFE INS POLICIES = 9999998 or FACE VALUE OF R LIFE INS POLICIES = 9999999 »
 
     
   
NT014

FACE VALUE OF R LIFE INS - MIN

*
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NT017

WHO ARE BENEFFICIARIES

WHO ARE THE BENEFICIARIES OF ^FLPOLICY?
» CHOOSE ALL THAT APPLY
   
 
NT018

R HAVE WHOLE/STRAIGHT LIFE INS POLICIES

^FLLIFEINSBUILDS UP A CASH VALUE THAT YOU CAN BORROW AGAINST,
OR THAT YOU WOULD RECEIVE IF THE POLICY WERE TO BE CANCELLED?
DEF: (THESE ARE SOMETIMES CALLED 'WHOLE LIFE' OR 'STRAIGHT LIFE POLICIES.')
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If R HAVE WHOLE/STRAIGHT LIFE INS POLICIES = 1 Yes »
 
     
   
If NUMBER OF DIFF LIFE INS POLICIES R HAS != 1 ONE »
 
       
     
NT019

HOW MANY WHOLE/STRAIGHT LIFE INS POLICY

(HOW MANY SUCH POLICIES DO YOU HAVE?)
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NT020

CURR FACE VALUE OF WHOLE LIFE INS POLICY

WHAT IS THE CURRENT FACE VALUE OF ^FLPOLICY2?
» DO NOT PROBE DK/RF
AMOUNT:
expand
       
     
If CURR FACE VALUE OF WHOLE LIFE INS POLICY = 9999998 or CURR FACE VALUE OF WHOLE LIFE INS POLICY = 9999999 »
 
         
       
NT021

CURR FACE VALUE OF LIFE INS - MIN

*
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NT024

TOTAL AMT R PAY FOR LIFE INS POLICIES

(ALTOGETHER,) ABOUT HOW MUCH IN TOTAL DO YOU PAY FOR ^FLPOLICY2
EACH MONTH OR YEAR?
» ENTER 0 IF PAID UP OR NO PREMIUM PAYMENTS
AMOUNT:
PER:
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If TOTAL AMT R PAY FOR LIFE INS POLICIES > 0 and TOTAL AMT R PAY FOR LIFE INS POLICIES was answered »
 
       
     
NT025

TOTAL AMT R PAY FOR LIFE INS POLIC - PER

(ALTOGETHER, ABOUT HOW MUCH IN TOTAL DO YOU PAY FOR ^FLPOLICY2
EACH MONTH OR YEAR?)
AMOUNT: ^T024_
PER:
expand
       
     
If TOTAL AMT R PAY FOR LIFE INS POLIC - PER = 8 or TOTAL AMT R PAY FOR LIFE INS POLIC - PER = 9 »
 
         
       
NT026

TOTAL AMT R PAY FOR LIFE INS POLIC - MIN

*
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NT029

WHO ARE BENEFICIARIES OF THESE INS

WHO ARE THE BENEFICIARIES OF ^FLPOLICY2?
» CHOOSE ALL THAT APPLY
     
 
NT031

LAST WAVE OBTAIN NEW LIFE INSURANCE

^FLINLST2YRS2, HAVE YOU OBTAINED ANY NEW LIFE INSURANCE POLICIES?
expand
   
 
If LAST WAVE OBTAIN NEW LIFE INSURANCE != 5 No and LAST WAVE OBTAIN NEW LIFE INSURANCE !was not answered »
 
     
   
NT032

FACE VALUE NEW LIFE INSURANCE

WHAT IS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
» DO NOT PROBE DK/RF
AMOUNT:
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If FACE VALUE NEW LIFE INSURANCE = 9999998 or FACE VALUE NEW LIFE INSURANCE = 9999999 »
 
       
     
NT033

FACE VALUE NEW LIFE INSURANCE - MIN

*
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NT036

R LIFE INS POLICY LAPSE SINCE LAST WAVE

^FLINLST2YRS2, HAVE YOU ALLOWED ANY LIFE INSURANCE POLICIES TO
LAPSE OR HAVE ANY BEEN CANCELLED?
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If R LIFE INS POLICY LAPSE SINCE LAST WAVE != 5 No and R LIFE INS POLICY LAPSE SINCE LAST WAVE !was not answered »
 
   
 
NT037

FACE VAL LAPSED LIFE INS P0LICY

WHAT WAS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
» DO NOT PROBE DK/RF
AMOUNT:
expand
   
 
If FACE VAL LAPSED LIFE INS P0LICY = 9999998 or FACE VAL LAPSED LIFE INS P0LICY = 9999999 »
 
     
   
NT038

FACE VAL LAPSED LIFE INS P0LICY - MIN

*
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NT041

WHO LET LIFE INS POLICY LAPSE

WAS THIS LAPSE OR CANCELLATION SOMETHING YOU CHOSE TO DO, OR
WAS IT DONE BY THE PROVIDER, YOUR EMPLOYER, OR SOMEONE ELSE?
expand
   
 
If WHO LET LIFE INS POLICY LAPSE != 2 Provider/employer/someone else choice »
 
     
   
NT042

WHY LET LIFE INS POLICY LAPSE

WAS IT BECAUSE THE POLICY WAS TOO EXPENSIVE, BECAUSE YOU DID NOT NEED
THE COVERAGE OR SOME OTHER REASON?
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NT043

R RECD CASH AFTER POLICY CANCEL OR LAPSE

DID YOU RECEIVE ANY CASH WHEN THE POLICY WAS CANCELLED OR ALLOWED
TO LAPSE?
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If R RECD CASH AFTER POLICY CANCEL OR LAPSE != 5 No and R RECD CASH AFTER POLICY CANCEL OR LAPSE !was not answered »
 
       
     
NT044

AMT RECD AFTER R POLICY CANCEL OR LAPSE

ABOUT HOW MUCH CASH DID YOU RECEIVE?
AMOUNT:
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End of T. Wills And Life Insurance