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Start of T. Wills And Life Insurance
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OT001
DOES R HAVE VALID WILL
[F1]--HELP
DO YOU CURRENTLY HAVE A WILL THAT IS WRITTEN AND WITNESSED?
1 Yes, will
2 [Vol] yes, will and trust
3 [Vol] no will, but have trust
5 No will
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If DOES R HAVE VALID WILL != 5 No will and DOES R HAVE VALID WILL was not answered »
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OT002
DID R MAKE FAMILY PROVISIONS IN WILL
[F1]--HELP
HAVE YOU MADE PROVISIONS IN YOUR ^FLWILLTRUST FOR ANY FAMILY
MEMBERS ^FLOTHTHAN?
1 Yes
5 No
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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 »
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If COUNT OF KIDS - NOT THEIR SPOUSES > 0 »
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OT003
R WILL INCLUDE CHILDREN/STEPCHILDREN
DOES THAT INCLUDE ANY OF YOUR CHILDREN OR STEP-CHILDREN?
1 Yes
5 No
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If R WILL INCLUDE CHILDREN/STEPCHILDREN = 1 Yes »
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OT004
WHICH CHILD IS INCLUDED IN WILL
[F1]--HELP
(WHICH CHILD IS THAT?)
» CHOOSE ALL THAT APPLY. IF ONLY ONE CHILD APPEARS,
SELECT AND MOVE ON
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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) »
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If COUNT OF KIDS - NOT THEIR SPOUSES > 1 »
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OT005
WILL PROVIDE FOR ALL CHILDREN EQUALLY
DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?
1 Yes
5 No
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If NZ114 > 0 and NZ114 != 95 »
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OT006
R WILL INCLUDE GRANDCHILDREN
DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?
1 Yes
2 [Vol] only through their parents
5 No
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If R WILL INCLUDE GRANDCHILDREN = 1 Yes »
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OT007
WILL INCLUDE WHICH GRANDCHILD
WHICH OF YOUR CHILDREN IS THE PARENT OF THAT GRANDCHILD?
» CHOOSE ALL THAT APPLY
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OT008
Will provide for charity
HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?
1 Yes
5 No
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OT011
R HAVE ANY LIFE INSURANCE
[F1]--HELP
DO YOU HAVE ANY LIFE INSURANCE, INCLUDING INDIVIDUAL OR GROUP POLICIES?
» DO NOT INCLUDE BURIAL INSURANCE
1 Yes
5 No
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If R HAVE ANY LIFE INSURANCE != 5 No and R HAVE ANY LIFE INSURANCE !was not answered »
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OT012
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
1 One
2 Two
3 Three
4 Four
5 Five or more
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OT013
FACE VALUE OF R LIFE INS POLICIES
[F1]--HELP
^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:
0..9999996
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If FACE VALUE OF R LIFE INS POLICIES = 9999998 or FACE VALUE OF R LIFE INS POLICIES = 9999999 »
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OT014
FACE VALUE OF R LIFE INS - MIN
*
0..9999996
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OT017
WHO ARE BENEFFICIARIES
WHO ARE THE BENEFICIARIES OF ^FLPOLICY?
» CHOOSE ALL THAT APPLY
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OT018
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.')
1 Yes
5 No
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If R HAVE WHOLE/STRAIGHT LIFE INS POLICIES = 1 Yes »
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If NUMBER OF DIFF LIFE INS POLICIES R HAS != 1 One »
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OT019
HOW MANY WHOLE/STRAIGHT LIFE INS POLICY
(HOW MANY SUCH POLICIES DO YOU HAVE?)
1 One
2 Two
3 Three
4 Four
5 Five or more
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OT020
CURR FACE VALUE OF WHOLE LIFE INS POLICY
WHAT IS THE CURRENT FACE VALUE OF ^FLPOLICY2?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If CURR FACE VALUE OF WHOLE LIFE INS POLICY = 9999998 or CURR FACE VALUE OF WHOLE LIFE INS POLICY = 9999999 »
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OT021
CURR FACE VALUE OF LIFE INS - MIN
*
0..9999996
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OT024
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:
0..99996
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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 »
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OT025
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:
1 Month
2 Year
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If TOTAL AMT R PAY FOR LIFE INS POLIC - PER = 8 or TOTAL AMT R PAY FOR LIFE INS POLIC - PER = 9 »
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OT026
TOTAL AMT R PAY FOR LIFE INS POLIC - MIN
*
0..99996
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OT029
WHO ARE BENEFICIARIES OF THESE INS
WHO ARE THE BENEFICIARIES OF ^FLPOLICY2?
» CHOOSE ALL THAT APPLY
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OT031
LAST WAVE OBTAIN NEW LIFE INSURANCE
^FLINLST2YRS2, HAVE YOU OBTAINED ANY NEW LIFE INSURANCE POLICIES?
1 Yes
5 No
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If LAST WAVE OBTAIN NEW LIFE INSURANCE != 5 No and LAST WAVE OBTAIN NEW LIFE INSURANCE !was not answered »
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OT032
FACE VALUE NEW LIFE INSURANCE
WHAT IS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
» DO NOT PROBE DK/RF
AMOUNT:
1..9999996
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If FACE VALUE NEW LIFE INSURANCE = 9999998 or FACE VALUE NEW LIFE INSURANCE = 9999999 »
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OT033
FACE VALUE NEW LIFE INSURANCE - MIN
*
-999999999..999999999
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OT036
R LIFE INS POLICY LAPSE SINCE LAST WAVE
^FLINLST2YRS2, HAVE YOU ALLOWED ANY LIFE INSURANCE POLICIES TO
LAPSE OR HAVE ANY BEEN CANCELLED?
1 Yes
5 No
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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 »
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OT037
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:
1..9999996
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If FACE VAL LAPSED LIFE INS P0LICY = 9999998 or FACE VAL LAPSED LIFE INS P0LICY = 9999999 »
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OT038
FACE VAL LAPSED LIFE INS P0LICY - MIN
*
-999999999..999999999
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OT041
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?
1 R's choice
2 Provider/employer/someone else choice
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If WHO LET LIFE INS POLICY LAPSE != 2 Provider/employer/someone else choice »
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OT042
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?
1 Too expensive
2 Coverage not needed
3 R got new policy
4 Take the cash out
7 Other (specify)
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OT043
R RECD CASH AFTER POLICY CANCEL OR LAPSE
DID YOU RECEIVE ANY CASH WHEN THE POLICY WAS CANCELLED OR ALLOWED
TO LAPSE?
1 Yes
5 No
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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 »
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OT044
AMT RECD AFTER R POLICY CANCEL OR LAPSE
ABOUT HOW MUCH CASH DID YOU RECEIVE?
AMOUNT:
1..9999996
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End of T. Wills And Life Insurance
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