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Applicant Information |
* Applicant's Name: |
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* Date Of Birth: |
00/00/0000 |
* Gender: |
Male
Female |
* Height: |
ft/in |
* Weight: |
lbs |
* Occupation: |
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* Death Benefit: |
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* Type of Product: |
Term
Universal
Whole Life
Second to Die
Variable |
Tobacco Use: |
Yes
No
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Replacement? |
Yes
No
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Current Annum Premium |
$
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Last Life Ins. Application |
Year
Company
Action |
Occupation: |
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Marital Status: |
Single
Married
Widow
Divorced |
Family History: (age if still living) |
Father
Mother
Sibling 1
Sibling 2
Sibling 3 |
If any deceased, give relation(s), age(s), and cause(s): |
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Driving Record:
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Number of violations in past 3 years?
# of DUI / Reckless Driving in past 5 years?
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Do you exercise 3 or more times per week? If yes, please give details: |
Yes
No
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Date of last medical checkup: |
00/00/0000 |
Date of last EKG: |
00/00/0000
Results: |
Last blood pressure reading: (results)
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00/00/0000 |
Are you treated for blood pressure? |
Yes
No
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Last Cholesterol Reading, HDL reading (results): |
00/00/0000 |
Are you treated for cholesterol? |
Yes
No
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1. List dates of heart attacks and severity of each: |
Mild
Moderate
Severe
month/year
Time until return to normal activities
________________________________________________
Mild
Moderate
Severe
month/year
Time until return to normal activities
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2. What condition(s) preceded the heart attack(s)? |
Chest Pain
Arrhythmia or Irregular heart beats
Irregular EKG
Irregular Stress EKG
Other
Explain |
3. Does client work full time? |
Yes
No
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4. Activities capable of performing? (Check level of exercise that best applies):
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Level One -heavy labor, handball, cross country skiing, running 10 minute miles, bicycling at 12 mph
Level Two - shoveling, wood cutting, canoeing, jogging 12 minute miles, swimming crawl stroke, rowing machine
Level Three - carpentry, lawn mowing, singles tennis, downhill skiing, swimming breast stroke
Level Four - Sedentary lifestyle (unable to do any of levels one through three)
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5. Since the heart attack, has the client experienced any of the following? |
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6. What treatment(s) have been prescribed? |
00/00/0000 Date last consulted Physician
List all medications:
Angioplasty or bypass (use the additional QQ form)
Other treatments, please describe
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7. What tests have been performed? (Check all that apply): |
Resting EKG
Date
Results
Exercise EKG
Date
Results
Thallium Test
Date
Results
Stress Echo
Date
Results
Coronary Catheterization
Date
Results
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8. List any other illnesses or impairments (complete any other quick quote forms that may apply) along with all meds and vitamins taken, include dosage and frequency: |
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| Please fill out all information completely and accurately. |
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