Pre-Qualification Questionnaire - Long Term Care

Please fill out the form as completely as possible. We may not be able to provide a quote if the form is not complete.

Applicant Name:

Date of Birth: (e.g. 2/14/1960)       Sex:    


Height: ft. in.       Weight: lbs.

Partner Name: (if applicable)

Partner Date of Birth: (e.g. 2/14/1960)      

Leading Edge Options

Benefit Amount: Daily $     Monthly $

Benefit Period:        


Risk Class:            


Payment Type:        


Riders:        



1. Have you used tobacco products in the last 12 months?
   
If yes: type, quantity, number of years used & last used (MM/DD/YEAR):


2. Within the last 5 years, haver you received medical advice, diagnosis, treatment, or consulted with a member of the medical profession for any of the following conditions?
A. Circulatory disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


B. Endocrine and pituitary disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


C. Cancers    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


D. Genital urinary disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


E. Gastrointestinal disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


F. Neurological disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


G. Blood Disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


H. Musculoskeletal disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


I. Respiratory disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


J. Eye and ear disorders    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


K. Substance abuse    
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


3. Do you currently use any assistive or mechanical devices?
   
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


4. Have you ever received home health care or been confined to a nursing home or rehabilitation facility?
   
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


5. Do you require human assistance or supervision in performing any of your activities of daily living?
   
If yes, list Diagnosis, Diagnosis Date and Treatment dates:


6. Have you had a complete physical exam within the past 18 months?
   


7. List all prescription medication prescribed over teh past 12 months:

Requested by:

Requestor E-mail: (to receive confirmation)

Requestor Fax:



Comments:



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Insurance Associates
617A Cliff Street
Battle Creek, MI 49014
269.968.8510 · 800.783.7378
Fax: 269.968.8531
shanlian@jasnetworks.net

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