T. Wills And Life Insurance
Module T. Wills And Life Insurance of HRS 2018
Start of T. Wills And Life Insurance
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T001
Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed?
NEXT WE HAVE SOME QUESTIONS ABOUT WILLS, TRUSTS AND LIFE INSURANCE.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
NEXT WE HAVE SOME QUESTIONS ABOUT WILLS, TRUSTS AND LIFE INSURANCE.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
If Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed?
(T001) != 5 and Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed?
(T001) was not answered »
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T002
Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]?
HAVE YOU MADE PROVISIONS IN YOUR [WILL/WILL OR TRUST/TRUST] FOR ANY FAMILY MEMBERS [OTHER THAN YOUR [HUSBAND/WIFE/PARTNER/SPOUSE]]?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
HAVE YOU MADE PROVISIONS IN YOUR [WILL/WILL OR TRUST/TRUST] FOR ANY FAMILY MEMBERS [OTHER THAN YOUR [HUSBAND/WIFE/PARTNER/SPOUSE]]?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
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If Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]?
(T002) != 5 and Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]?
(T002) was not answered »
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If A101 > 0 »
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T003
Does that include any of your children or step-children?
DOES THAT INCLUDE ANY OF YOUR CHILDREN OR STEP-CHILDREN?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
DOES THAT INCLUDE ANY OF YOUR CHILDREN OR STEP-CHILDREN?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
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If Does that include any of your children or step-children?
(T003) = 1 YES
5 NO
»
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T004M1
T004M1
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If (T004M1 != 993 and T004M1 > 1) or (T004M1 = 1 and T004M1 != 996) »
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If A101 > 1 »
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T005
Does that document provide for all your children about equally?
DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
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If NZ114 > 0 and NZ114 != 95 »
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T006
Does that document include any grandchild directly?
DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
2 [VOL] ONLY THROUGH THEIR PARENTS
5 NO
8 DK
9 RF
DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
2 [VOL] ONLY THROUGH THEIR PARENTS
5 NO
8 DK
9 RF
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If Does that document include any grandchild directly?
(T006) = 1 YES
2 [VOL] ONLY THROUGH THEIR PARENTS
5 NO
8 DK
9 RF
»
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T007M1
T007M1
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T008
Have you made provisions for any charities in your will or trust?
HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
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T011
Do you have any life insurance, including individual or group policies?
DO YOU HAVE ANY LIFE INSURANCE, INCLUDING INDIVIDUAL OR GROUP POLICIES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
DO YOU HAVE ANY LIFE INSURANCE, INCLUDING INDIVIDUAL OR GROUP POLICIES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
If Do you have any life insurance, including individual or group policies?
(T011) != 5 and Do you have any life insurance, including individual or group policies?
(T011) !was not answered »
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T012
How many different life insurance policies do you have?
HOW MANY DIFFERENT LIFE INSURANCE POLICIES DO YOU HAVE?
- - - - - - - - - - - - - - - - - - - - - - - - -
2 TWO
3 THREE
4 FOUR
5 FIVE OR MORE
HOW MANY DIFFERENT LIFE INSURANCE POLICIES DO YOU HAVE?
- - - - - - - - - - - - - - - - - - - - - - - - -
2 TWO
3 THREE
4 FOUR
5 FIVE OR MORE
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T013
What is the total face value of this policy, that is, the amount of money the beneficiary would get if you were to die?
WHAT IS THE TOTAL FACE VALUE OF THIS POLICY, THAT IS, THE AMOUNT OF MONEY THE BENEFICIARY WOULD GET IF YOU WERE TO DIE?
WHAT IS THE TOTAL FACE VALUE OF THIS POLICY, THAT IS, THE AMOUNT OF MONEY THE BENEFICIARY WOULD GET IF YOU WERE TO DIE?
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If What is the total face value of this policy, that is, the amount of money the beneficiary would get if you were to die?
(T013) = 9999998 or What is the total face value of this policy, that is, the amount of money the beneficiary would get if you were to die?
(T013) = 9999999 »
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T014
T014
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T017
T017
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T018
[Is this a life insurance policy that builds/Are any of these life insurance policies ones that build] up a cash value that you can borrow against, or that you would receive if the policy were to be cancelled?
[IS THIS A LIFE INSURANCE POLICY THAT BUILDS/ARE ANY OF THESE LIFE INSURANCE POLICIES ONES THAT BUILD] UP A CASH VALUE THAT YOU CAN BORROW AGAINST, OR THAT YOU WOULD RECEIVE IF THE POLICY WERE TO BE CANCELLED?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
[IS THIS A LIFE INSURANCE POLICY THAT BUILDS/ARE ANY OF THESE LIFE INSURANCE POLICIES ONES THAT BUILD] UP A CASH VALUE THAT YOU CAN BORROW AGAINST, OR THAT YOU WOULD RECEIVE IF THE POLICY WERE TO BE CANCELLED?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF
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If [Is this a life insurance policy that builds/Are any of these life insurance policies ones that build] up a cash value that you can borrow against, or that you would receive if the policy were to be cancelled?
(T018) = 1 YES
5 NO
8 DK
9 RF
»
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If How many different life insurance policies do you have?
(T012) != 1 »
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T019
(How many such policies do you have?)
(HOW MANY SUCH POLICIES DO YOU HAVE?)
- - - - - - - - - - - - - - - - - - - - - - - - -
2 TWO
3 THREE
4 FOUR
5 FIVE OR MORE
(HOW MANY SUCH POLICIES DO YOU HAVE?)
- - - - - - - - - - - - - - - - - - - - - - - - -
2 TWO
3 THREE
4 FOUR
5 FIVE OR MORE
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T020
What is the current face value of [these policies/this policy]?
WHAT IS THE CURRENT FACE VALUE OF [THESE POLICIES/THIS POLICY]?
WHAT IS THE CURRENT FACE VALUE OF [THESE POLICIES/THIS POLICY]?
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If What is the current face value of [these policies/this policy]?
(T020) = 9999998 or What is the current face value of [these policies/this policy]?
(T020) = 9999999 »
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T021
T021
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T024
T024
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If T024 > 0 and T024 was answered »
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T025
(Altogether,) about how much in total do you pay for this policy each month or year?
(ALTOGETHER,) ABOUT HOW MUCH IN TOTAL DO YOU PAY FOR THIS POLICY EACH MONTH OR YEAR?
(ALTOGETHER,) ABOUT HOW MUCH IN TOTAL DO YOU PAY FOR THIS POLICY EACH MONTH OR YEAR?
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If (Altogether,) about how much in total do you pay for this policy each month or year?
(T025) = 8 or (Altogether,) about how much in total do you pay for this policy each month or year?
(T025) = 9 »
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T026
T026
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T031
[Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies?
[SINCE R'S LAST IW MONTH, YEAR/IN THE LAST 2 YEARS], HAVE YOU OBTAINED ANY NEW LIFE INSURANCE POLICIES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
[SINCE R'S LAST IW MONTH, YEAR/IN THE LAST 2 YEARS], HAVE YOU OBTAINED ANY NEW LIFE INSURANCE POLICIES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
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If [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies?
(T031) != 5 and [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies?
(T031) !was not answered »
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T032
What is the total face value of (this policy/all of these policies)?
WHAT IS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
WHAT IS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
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If What is the total face value of (this policy/all of these policies)?
(T032) = 9999998 or What is the total face value of (this policy/all of these policies)?
(T032) = 9999999 »
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T033
T033
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T036
[Since R's LAST IW MONTH, YEAR/In the last 2 years], have you allowed any life insurance policies to lapse or have any been cancelled?
[SINCE R'S LAST IW MONTH, YEAR/IN THE LAST 2 YEARS], HAVE YOU ALLOWED ANY LIFE INSURANCE POLICIES TO LAPSE OR HAVE ANY BEEN CANCELLED?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
[SINCE R'S LAST IW MONTH, YEAR/IN THE LAST 2 YEARS], HAVE YOU ALLOWED ANY LIFE INSURANCE POLICIES TO LAPSE OR HAVE ANY BEEN CANCELLED?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
If [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you allowed any life insurance policies to lapse or have any been cancelled?
(T036) != 5 and [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you allowed any life insurance policies to lapse or have any been cancelled?
(T036) !was not answered »
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T037
What was the total face value of (this policy/all of these policies)?
WHAT WAS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
WHAT WAS THE TOTAL FACE VALUE OF (THIS POLICY/ALL OF THESE POLICIES)?
|
If What was the total face value of (this policy/all of these policies)?
(T037) = 9999998 or What was the total face value of (this policy/all of these policies)?
(T037) = 9999999 »
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T038
T038
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T041
Was this lapse or cancellation something you chose to do, or was it done by the provider, your employer, or someone else?
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 CHOSE
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 CHOSE
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If Was this lapse or cancellation something you chose to do, or was it done by the provider, your employer, or someone else?
(T041) != 2 »
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T042
T042
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T043
Did you receive any cash when the policy was cancelled or allowed to lapse?
DID YOU RECEIVE ANY CASH WHEN THE POLICY WAS CANCELLED OR ALLOWED TO LAPSE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
DID YOU RECEIVE ANY CASH WHEN THE POLICY WAS CANCELLED OR ALLOWED TO LAPSE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
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If Did you receive any cash when the policy was cancelled or allowed to lapse?
(T043) != 5 and Did you receive any cash when the policy was cancelled or allowed to lapse?
(T043) !was not answered »
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T044
About how much cash did you receive? $ ________ .00
ABOUT HOW MUCH CASH DID YOU RECEIVE? $ ________ .00
ABOUT HOW MUCH CASH DID YOU RECEIVE? $ ________ .00
End of T. Wills And Life Insurance