Long-Term Care Evaluation

 

Husband's Name: SS#: Birthdate:
Wife's Name : SS#: Birthdate:
Address:
Street:
City: State: ZIP:
Phone:
Home: Work:
Husband
Wife
1. Height
2. Weight
3. Do you need or receive assistance or supervision for walking, transferring, eating, toileting, breathing, or dressing? Yes No Yes No
4. Are you currently in a hospital or LTC facility, or receiving home health care? Yes No Yes No
5. Have you been diagnosed with or treated for the following:
a.
Alzheimer's Disease Yes No Yes No
b.
Dementia Yes No Yes No
c.
Senility Yes No Yes No
d.
Organic Brain Syndrome (any type) Yes No Yes No
e.
Parkinson's Disease Yes No Yes No
f.
AIDS Yes No Yes No
g.
AIDS-Related Complex Yes No Yes No
h.
Human Immunodeficiency Virus Yes No Yes No
6. In the last five years, have you:
a.
Been, or been advised to be, hospitalized? Yes No Yes No
b.
Been, or been advised to be, confined to a nursing home? Yes No Yes No
c.
Received, or been advised to receive, home health care? Yes No Yes No
7. Have you used a cane, walker, or wheelchair in the last two years? Yes No Yes No
8. Have you ever had an application for life or health insurance declined, rated, modified, or postponed? Yes No Yes No
9. Have you ever received disability benefits at any time? Yes No Yes No
10. Within the past 12 months, have you required or received assistance with shopping, cleaning, cooking, laundry, or transportation? Yes No Yes No
11. Within the last five years, have you received any medical or surgical advice, examination, or treatment for:
a.
Cancer, leukemia, or Hodgkin's Disease? Yes No Yes No
b.
Stroke, TIA, epilepsy, or seizures? Yes No Yes No
c.
Depression, psychosis, or any other mental, nervous, emotional or brain disorder? Yes No Yes No
d.
Nephristis, kidney failure, incontinence, cirrhosis of the liver, or diabetes Yes No Yes No
e.
Osteoporosis, arthritis, or any back, spine, bone, joint, or muscle disease or disorder? Yes No Yes No
f.
Heart disorder, hypertension, cystic fibrosis, emphysema, or other lung disease or disorder? Yes No Yes No
g.
Drug or alcohol abuse? Yes No Yes No
12. Within the last five years, have you received any medical or surgical advice, examination or treatment for any condition not included in the above medical/health questions? Yes No Yes No
13. List all medications currently being taken:
Husband    
Medication Name
Condition Name
Dosage
1.
2.
3.
4.
5.
6.
Wife    
Medication Name
Condition Name
Dosage
1.
2.
3.
4.
5.
6.
14. Within the past 12 months, have you had another LTC Nursing Home and/or Home Care policy? Yes No Yes No
15. Do you intend to replace any insurance with this policy? Yes No Yes No
16. Do you have a Medicare Supplement Policy? Yes No Yes No
If so, with what company do you have your coverage?
17. What is your annual income? Under $10,000
$10,000–$19,999
$20,000–$29,999
$30,000–$39,999
$40,000–$49,999
$50,000 or Over
18. Where will the premium for this policy be paid from? Personal income
Savings
Family
Other
19. Do you expect your income to change over the next 10 years? No change
Increase
Decrease
20. Other information: