T. Wills And Life Insurance

Module T. Wills And Life Insurance of HRS 2018

item label type description
T001 Question Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed?
T002 Question Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]?
T003 Question Does that include any of your children or step-children?
T004 Question (Which child is that?)
T005 Question Does that document provide for all your children about equally?
T006 Question Does that document include any grandchild directly?
T007 Question (Which of your children are the parents of those grandchildren?)
T008 Question Have you made provisions for any charities in your will or trust?
T011 Question Do you have any life insurance, including individual or group policies?
T012 Question How many different life insurance policies do you have?
T013 Question What is the total face value of this policy, that is, the amount of money the beneficiary would get if you were to die?
T016 Question Does it amount to less than $____ , more than $____ , or what?
T018 Question [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?
T019 Question (How many such policies do you have?)
T020 Question What is the current face value of [these policies/this policy]?
T023 Question Does it amount to less than $____ , more than $____ , or what?
T028 Question Does it amount to less than $____ per month, more than $____ per month, or what?
T025 Question (Altogether,) about how much in total do you pay for this policy each month or year?
T029 Question Who are the beneficiaries of this policy?
T031 Question [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies?
T032 Question What is the total face value of (this policy/all of these policies)?
T035 Question Does it amount to less than $____ , more than $____ , or what?
T036 Question [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?
T037 Question What was the total face value of (this policy/all of these policies)?
T040 Question Does it amount to less than $____ , more than $____ , or what?
T041 Question Was this lapse or cancellation something you chose to do, or was it done by the provider, your employer, or someone else?
T043 Question Did you receive any cash when the policy was cancelled or allowed to lapse?
T044 Question About how much cash did you receive? $ ________ .00
T252 Question Now we would like to ask you some questions about healthcare decisions that might need to be made for you in the future, if you are unable to make them yourself. [INSTR: PRESS 1 TO CONTINUE.]
T245 Question Have you ever discussed with anyone the care or medical treatment you would want to receive if you were to become seriously ill in the future?
T247M Question Who has that authority, (that is, what is their relationship to you)?
T248 Question (Which child was that?)
T250 Question (Z275_CareArrangements=1 or 5):Have you provided written instructions about the care or medical treatment that you want to receive if you cannot make those decisions yourself?
T251 Question Do these instructions express a desire to limit the care or medical treatment that you receive in certain situations?
T254 Question We are also interested in arrangements your [mother/father/parents] may have made regarding [her/his/their] future medical care.
T255 Question Has your mother made any legal arrangements for a specific person or persons to make decisions about her care or medical treatment if she cannot make those decisions herself?
T256 Question Who is that -- what is that person's relationship to your mother?
T257 Question Has your father made any legal arrangements for a specific person or persons to make decisions about his care or medical treatment if he cannot make those decisions himself?
T258 Question Who is that -- what is that person's relationship to your father?
T047 Question T ASSIST [INSTR: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION T - WILLS AND TRUSTS?]
T101 Question Please, let me confirm, did R's FIRST NAME still own that home when [he/she] (died/passed away)?
T066 Question Did R's FIRST NAME ever own it?
T102 Question What happened to that home - did R's FIRST NAME sell it, give it to someone, or what?
T104 Question To whom did [he/she] give the house, that is, what was their relationship to R's FIRST NAME)?
T105 Question Which child is the parent of that grandchild?
T107 Question What was the selling price?
T110 Question Did it amount to a total of less than $____ , more than $____ , or what?
T111 Question Do you own it now, was it sold, was it inherited by someone else, has it not yet been disposed of, or what?
T113 Question Who inherited the house, (that is, what was their relationship to R's FIRST NAME)?
T055 Question (Which child is that?)
T116 Question What was the selling price?
T119 Question Did it amount to a total of less than $____ , more than $____ , or what?
T120 Question Is that home now vacant, or is someone living there?
T121 Question Who lives in the house, (that is, what was their relationship to R's FIRST NAME)?
T122 Question (Which child is that?)
T124 Question Remind me, did [he/she] still own that home when [he/she] (died/passed away)?
T125 Question Did R's FIRST NAME ever own it?
T240 Question What happened to that home? Did R's FIRST NAME sell it, give it to someone, or what?
T128 Question To whom did [he/she] give the house, (that is, what was their relationship to R's FIRST NAME)?
T129 Question Which child is the parent of that grandchild?
T131 Question What was the selling price?
T134 Question Did it amount to a total of less than $____ , more than $____ , or what?
T135 Question Do you own it now, was it sold, was it inherited by someone else, has it not yet been disposed of, or what?
T137 Question Who inherited the house, (that is, what was their relationship to R's FIRST NAME)?
T138 Question (Which child is that?)
T140 Question What was the selling price?
T143 Question Did it amount to a total of less than $____ , more than $____ , or what?
T144 Question Is that home now vacant, or is someone living there?
T145 Question Who lives in the house, (that is, what was their relationship to R's FIRST NAME)?
T146 Question (Which child is that?)
T148 Question What were the total expenses associated with the death for things of that type?
T151 Question Did it amount to less than $____ , more than $____ , or what?
T153 Question How much did insurance pay? $ _______ .00 OR _______ %
T155 Question Before [his/her] death, had R's FIRST NAME put any of [his/her] assets into a trust?
T156 Question In addition to the trust, did R's FIRST NAME have a will that was written and witnessed?
T157 Question Has [his/her] will been probated?
T158 Question In what state was it probated? ______STATE
T160 Question In what county was it probated? ________COUNTY
T161 Question Have they been divided up among the heirs, have they not yet been distributed, was there nothing of much value to distribute, or what?
T164 Question (Again,) excluding any life insurance, were any of [his/her] possessions or assets left to any of [his/her] [children or grandchildren (or great-grandchildren)/children/grandchildren (or great-grandchildren)]?
T165 Question Did R's FIRST NAME provide equally for all of [his/her] children and their families?
T166 Question Did [he/she] leave the same amount to each of [his/her] grandchildren?
T168 Question (Excluding any life insurance,) did [he/she] make provisions in [either the trust or the will/the trust/the will] for charities?
T169 Question (Excluding any life insurance,) did [he/she] make provisions in [either the trust or the will/the trust/the will] for any of [his/her] brothers or sisters?
T170 Question (Excluding any life insurance,) did [he/she] make provisions in [either the trust or the will/the trust/the will] for any other of [his/her] relatives?
T171 Question (Excluding any life insurance,) did [he/she] make provisions in [either the trust or the will/the trust/the will] for any of [his/her] friends?
T172 Question (Excluding any life insurance,) did [he/she] make provisions in [either the trust or the will/the trust/the will] for anyone else or anything else that we have not yet listed?
T173 Question Excluding any life insurance, altogether what was the value of [his/her] total estate? $________.00
T176 Question Did it amount to a total of less than $____ , more than $____ , or what?
T242 Question Does that include the value of the home?
T177 Question Is any part of [his/her] estate still held in any type of a trust?
T178 Question Who is currently the trustee of this trust?
T180 Question (Which child is that?)
T181 Question In addition to what you have just told me about [his/her] estate did anyone receive a settlement from life insurance?
T182 Question Who were the beneficiaries of that life insurance?
T184 Question Did each of [his/her] children and their families receive the same amount from life insurance?
T906 Question Was it more than 90 percent of [his/her] life insurance settlement?
T907 Question Was it more than 25 percent of [his/her] life insurance settlement?
T902_11 Question Altogether, how much did [you/[[his/her] [husband/wife/partner]]] receive from [his/her] life insurance?
T904_11 Question Was it more than half of [his/her] life insurance settlement?
T905_11 Question Was it more than 75 percent of [his/her] life insurance settlement?
T906_11 Question Was it more than 90 percent of [his/her] life insurance settlement?
T907_More Question 25Was it more than 25 percent of [his/her] life insurance settlement?
T908_11 Question Was it more than 10 percent of [his/her] life insurance settlement?
T902 Question Altogether, how much did [his/her] other relatives receive from [his/her] life insurance?
T904 Question Was it more than half of [his/her] life insurance settlement?
T905_12 Question Was it more than 75 percent of [his/her] life insurance settlement?
T906_12 Question Was it more than 90 percent of [his/her] life insurance settlement?
T907_12 Question Was it more than 25 percent of [his/her] life insurance settlement?
T908 Question Was it more than 10 percent of [his/her] life insurance settlement?
T902_13 Question Altogether, how much did other non-relatives receive from [his/her]
T904_13 Question Was it more than half of [his/her] life insurance settlement?
T905 Question Was it more than 75 percent of [his/her] life insurance settlement?
T906_13 Question Was it more than 90 percent of [his/her] life insurance settlement?
T907_13 Question Was it more than 25 percent of [his/her] life insurance settlement?
T908_13 Question Was it more than 10 percent of [his/her] life insurance settlement?
T186 Question Altogether, what was the value of the life insurance settlement?
T189 Question Did it amount to a total of less than $____ , more than $____ , or what?
T190 Question Did R's FIRST NAME provide written instructions about the treatment or care [he/she] wanted to receive during the final days of [his/her] life?
T192 Question About when were these written instructions dated (approximately)?
T191 Question MONTH:
T193 Question Did these instructions express a desire to receive all care possible under any circumstances in order to prolong life?
T194 Question Did these instructions express a desire to limit care in certain situations?
T195 Question Did these instructions express a desire to have any treatment withheld?
T196 Question (Did these instructions express a desire to) keep [him/her] comfortable and pain free but to forego extensive measures to prolong life?
T197 Question Were these instructions applicable to the actual situation?
T198 Question Were you consulted about whether these instructions should be followed?
T199 Question Were any (other) family members or other persons consulted?
T200 Question Who was consulted, (that is, what was their relationship to R's FIRST NAME)?
T202 Question (Which child was that?)
T204 Question Did any problems come up in trying to follow these written instructions?
T205 Question Did the physician or any other health care worker have problems following the written instructions?
T206 Question Did R's FIRST NAME (also) make any legal arrangements for a specific person or persons to make decisions about [his/her] care or medical treatment if [he/she] could not make those decisions [himself/herself]?
T207M Question Who had that authority, (that is, what was their relationship to R's FIRST NAME)?
T209 Question (Which child was that?)
T212 Question When was the Durable Power of Attorney for Health Care made (approximately)?
T211 Question MONTH:
T213 Question Did R's FIRST NAME ever discuss with you or anyone else the treatment or care [he/she] wanted to receive in the final days of [his/her] life?
T214 Question With whom did [he/she] discuss it, (that is, what was their relationship to R's FIRST NAME)?
T216 Question (Which child was that?)
T218 Question Did any decisions have to be made about the care and treatment of R's FIRST NAME during the final days of [his/her] life?
T219 Question Who was actually involved in making decisions about the care and treatment of R's FIRST NAME during the final days of [his/her] life, (that is, what was their relationship to R's FIRST NAME)?
T221 Question (Which child was that?)
T223 Question Was R's FIRST NAME able to participate in decisions about [his/her] medical care during the final days of [his/her] life?
T224 Question For about how long before R's FIRST NAME (died/passed away) was [he/she] unable to participate in decisions about [his/her] medical care?
T227 Question Who was the main decision-maker (that is, what was their relationship to R's FIRST NAME)?
T228 Question (Which child was that?)
T230 Question Did those last decisions involve a desire to give all care possible unconditionally in order to prolong life?
T231 Question Did those last decisions involve limiting care in certain situations?
T232 Question Did those last decisions involve withholding any treatment?
T233 Question Did those last decisions rest largely on keeping R's FIRST NAME comfortable and pain free without taking extensive measures to prolong life?
T234 Question Did any doctor(s) recommend any care or treatment that the family or other decision-maker(s) ultimately refused?
T235 Question Did R's FIRST NAME receive this treatment anyway?
T236 Question Did cost enter into the decisions about what care or treatment [he/she] would receive in the final days of [his/her] life?
T259 Question On a scale of zero to 10, where zero is the worst possible and 10 is the best possible, in your opinion, how would you rate the overall quality of [deceased R's] last week of life?
Start of T. Wills And Life Insurance
 
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?

expand
 
If Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed? != 5 and Next we have some questions about wills, trusts and life insurance.Do you currently have a will that is written and witnessed? was not answered »
 
   
 
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]]?

expand
   
 
If Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]? != 5 and Have you made provisions in your [will/will or trust/trust] for any family members [other than your [husband/wife/partner/spouse]]? was not answered »
 
     
   
If A101 > 0 »
 
       
     
T003

Does that include any of your children or step-children?

DOES THAT INCLUDE ANY OF YOUR CHILDREN OR STEP-CHILDREN?

expand
       
     
If Does that include any of your children or step-children? = 1 YES 5 NO  »
 
         
       
T004M1
         
       
If (T004M1 != 993 and T004M1 > 1) or (T004M1 = 1 and T004M1 != 996) »
 
           
         
If A101 > 1 »
 
             
           
T005

Does that document provide for all your children about equally?

DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?

expand
             
   
If NZ114 > 0 and NZ114 != 95 »
 
       
     
T006

Does that document include any grandchild directly?

DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?

expand
       
     
If Does that document include any grandchild directly? = 1 YES 2 [VOL] ONLY THROUGH THEIR PARENTS 5 NO 8 DK 9 RF  »
 
         
       
T007M1
         
 
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?

expand
   
T011

Do you have any life insurance, including individual or group policies?

DO YOU HAVE ANY LIFE INSURANCE, INCLUDING INDIVIDUAL OR GROUP POLICIES?

expand
 
If Do you have any life insurance, including individual or group policies? != 5 and Do you have any life insurance, including individual or group policies? !was not answered »
 
   
 
T012

How many different life insurance policies do you have?

HOW MANY DIFFERENT LIFE INSURANCE POLICIES DO YOU HAVE?

expand
   
 
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?

   
 
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? = 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? = 9999999 »
 
     
   
T014
     
 
T017
   
 
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?

expand
   
 
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? = 1 YES 5 NO 8 DK 9 RF  »
 
     
   
If How many different life insurance policies do you have? != 1 »
 
       
     
T019

(How many such policies do you have?)

(HOW MANY SUCH POLICIES DO YOU HAVE?)

expand
       
     
T020

What is the current face value of [these policies/this policy]?

WHAT IS THE CURRENT FACE VALUE OF [THESE POLICIES/THIS POLICY]?

       
     
If What is the current face value of [these policies/this policy]? = 9999998 or What is the current face value of [these policies/this policy]? = 9999999 »
 
         
       
T021
         
   
T024
     
   
If T024 > 0 and T024 was answered »
 
       
     
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?

       
     
If (Altogether,) about how much in total do you pay for this policy each month or year? = 8 or (Altogether,) about how much in total do you pay for this policy each month or year? = 9 »
 
         
       
T026
         
   
T029

Who are the beneficiaries of this policy?

WHO ARE THE BENEFICIARIES OF THIS POLICY?

     
 
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?

expand
   
 
If [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies? != 5 and [Since R's LAST IW MONTH, YEAR/In the last 2 years], have you obtained any new life insurance policies? !was not answered »
 
     
   
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)?

     
   
If What is the total face value of (this policy/all of these policies)? = 9999998 or What is the total face value of (this policy/all of these policies)? = 9999999 »
 
       
     
T033
       
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?

expand
 
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? != 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? !was not answered »
 
   
 
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)?

   
 
If What was the total face value of (this policy/all of these policies)? = 9999998 or What was the total face value of (this policy/all of these policies)? = 9999999 »
 
     
   
T038
     
 
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?

expand
   
 
If Was this lapse or cancellation something you chose to do, or was it done by the provider, your employer, or someone else? != 2 »
 
     
   
T042
     
   
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?

expand
     
   
If Did you receive any cash when the policy was cancelled or allowed to lapse? != 5 and Did you receive any cash when the policy was cancelled or allowed to lapse? !was not answered »
 
       
     
T044

About how much cash did you receive? $ ________ .00

ABOUT HOW MUCH CASH DID YOU RECEIVE? $ ________ .00

       
End of T. Wills And Life Insurance
Start of T. Wills And Life Insurance

========================================================================
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


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 »

|  ========================================================================
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


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 »

| |  If A101 > 0 »

| | |  ========================================================================
| | | 
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


| | |  If Does that include any of your children or step-children? (T003) = 1 YES 5 NO  »

| | | |  ========================================================================
| | | | 
T004M1
T004M1

| | | |  If (T004M1 != 993 and T004M1 > 1) or (T004M1 = 1 and T004M1 != 996) »

| | | | |  If A101 > 1 »

| | | | | |  ========================================================================
| | | | | | 
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


| |  If NZ114 > 0 and NZ114 != 95 »

| | |  ========================================================================
| | | 
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


| | |  If Does that document include any grandchild directly? (T006) = 1 YES 2 [VOL] ONLY THROUGH THEIR PARENTS 5 NO 8 DK 9 RF  »

| | | |  ========================================================================
| | | | 
T007M1
T007M1

|  ========================================================================
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


========================================================================
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


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 »

|  ========================================================================
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


|  ========================================================================
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?


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 »

| |  ========================================================================
| | 
T014
T014

|  ========================================================================
T017
T017

|  ========================================================================
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


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  »

| |  If How many different life insurance policies do you have? (T012) != 1 »

| | |  ========================================================================
| | | 
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


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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]?


| | |  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 »

| | | |  ========================================================================
| | | | 
T021
T021

| |  ========================================================================
| | 
T024
T024

| |  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?


| | |  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 »

| | | |  ========================================================================
| | | | 
T026
T026

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| | 
T029
Who are the beneficiaries of this policy?

WHO ARE THE BENEFICIARIES OF THIS POLICY?


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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


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 »

| |  ========================================================================
| | 
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)?


| |  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 »

| | |  ========================================================================
| | | 
T033
T033

========================================================================
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


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 »

|  ========================================================================
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)?


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 »

| |  ========================================================================
| | 
T038
T038

|  ========================================================================
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


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 »

| |  ========================================================================
| | 
T042
T042

| |  ========================================================================
| | 
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


| |  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 »

| | |  ========================================================================
| | | 
T044
About how much cash did you receive? $ ________ .00

ABOUT HOW MUCH CASH DID YOU RECEIVE? $ ________ .00


End of T. Wills And Life Insurance