|
OT247M
|
 |
WHO HAS DURABLE POWER OF ATTORNEY |
|
OT015
|
|
FACE VALUE OF R LIFE INS - MAX |
|
OT014
|
|
FACE VALUE OF R LIFE INS - MIN |
|
OT017
|
|
WHO ARE BENEFFICIARIES |
|
OT016
|
|
FACE VALUE OF R LIFE INS - RESULT |
|
OT011
|
|
R HAVE ANY LIFE INSURANCE |
|
OT013
|
|
FACE VALUE OF R LIFE INS POLICIES |
|
OT012
|
|
NUMBER OF DIFF LIFE INS POLICIES R HAS |
|
OT008
|
|
Will provide for charity |
|
OT019
|
|
HOW MANY WHOLE/STRAIGHT LIFE INS POLICY |
|
OT018
|
|
R HAVE WHOLE/STRAIGHT LIFE INS POLICIES |
|
OT024
|
|
TOTAL AMT R PAY FOR LIFE INS POLICIES |
|
OT025
|
|
TOTAL AMT R PAY FOR LIFE INS POLIC - PER |
|
OT026
|
|
TOTAL AMT R PAY FOR LIFE INS POLIC - MIN |
|
OT027
|
|
TOTAL AMT R PAY FOR LIFE INS POLIC - MAX |
|
OT020
|
|
CURR FACE VALUE OF WHOLE LIFE INS POLICY |
|
OT021
|
|
CURR FACE VALUE OF LIFE INS - MIN |
|
OT022
|
|
CURR FACE VALUE OF LIFE INS - MAX |
|
OT023
|
|
CURR FACE VALUE OF LIFE INS - RESULT |
|
OT048
|
|
WHY LET LIFE INS POLICY LAPSE- SPECIFY |
|
OT042
|
|
WHY LET LIFE INS POLICY LAPSE |
|
OT043
|
|
R RECD CASH AFTER POLICY CANCEL OR LAPSE |
|
OT040
|
|
FACE VAL LAPSED LIFE INS P0LICY - RESULT |
|
OT047
|
|
ASSIST SECTION T - WILLS AND TRUSTS |
|
OT044
|
|
AMT RECD AFTER R POLICY CANCEL OR LAPSE |
|
OT045
|
|
BENEF TO LAPSED POLICIES - SPECIFY |
|
OT030
|
|
WHO ARE BENEF OF THESE INS - SPECIFY |
|
OT037
|
|
FACE VAL LAPSED LIFE INS P0LICY |
|
OT034
|
|
FACE VALUE NEW LIFE INSURANCE - MAX |
|
OT033
|
|
FACE VALUE NEW LIFE INSURANCE - MIN |
|
OT032
|
|
FACE VALUE NEW LIFE INSURANCE |
|
OT031
|
|
LAST WAVE OBTAIN NEW LIFE INSURANCE |
|
OT036
|
|
R LIFE INS POLICY LAPSE SINCE LAST WAVE |
|
OT035
|
|
FACE VALUE NEW LIFE INSURANCE - RESULT |
|
OT039
|
|
FACE VAL LAPSED LIFE INS P0LICY - MAX |
|
OT038
|
|
FACE VAL LAPSED LIFE INS P0LICY - MIN |
|
OT041
|
|
WHO LET LIFE INS POLICY LAPSE |
|
OT252
|
|
INTRO TO MEDICAL CARE/TREATMENT ARRANGEMENTS |
|
OT251
|
|
LIVING WILL CONTAIN LIMITING CARE |
|
OT250
|
|
R HAS WRITTEN LIVING WILL |
|
OT028
|
|
TOTAL AMT R PAY FOR LIFE INS POLIC - RES |
|
OT029
|
|
WHO ARE BENEFICIARIES OF THESE INS |
|
OT004
|
|
WHICH CHILD IS INCLUDED IN WILL |
|
OT006
|
|
R WILL INCLUDE GRANDCHILDREN |
|
OT007
|
|
WILL INCLUDE WHICH GRANDCHILD |
|
OT005
|
|
WILL PROVIDE FOR ALL CHILDREN EQUALLY |
|
OT002
|
|
DID R MAKE FAMILY PROVISIONS IN WILL |
|
OT003
|
|
R WILL INCLUDE CHILDREN/STEPCHILDREN |
|
OT001
|
|
DOES R HAVE VALID WILL |
|
OT051
|
|
WILL INCLUDE WHICH GRANDCHILD |
|
OT050
|
|
WHICH CHILD IS INCLUDED IN WILL |
|
OT248
|
|
DURABLE POWER - WHICH CHILD |
|
OT249
|
|
DURABLE POWER - OTHER SPECIFY |
|
OT245
|
|
EVER DISCUSSED MEDICAL CARE WITH ANYONE |
|
OT246
|
|
ASSIGN DURABLE POWER OF ATTORNEY |
|
OT052
|
|
WHO ARE BENEFFICIARIES |
|
OT053
|
|
WHO ARE BENEFICIARIES OF THESE INS |