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Long-Term Care Insurance Pre-Screening Form For Agent Use Only

* Required Fields
Submitting agent/representative information
First Name
Last Name
Phone
Email*RRvalidation.gif>> Invalid Email address
Please enter information about the prospect in the boxes below to receive a pre-screening response from the Long-Term Care Insurance group.
Gender*RRvalidation.gif>> Required
Age*RRvalidation.gif>> Required
Height (e.g. 5'10")
Weight
If not known, please state whether you think the prospect appears to have an average build.

Yes No
Tobacco Use
If yes, enter date of last use. (MM/DD/YYYY)
Yes No
Medical Conditions/concerns*RRvalidation.gif>> Required
Medication(s) Taken*
If yes, please list Rx and reason prescribed.
Yes NoRRvalidation.gif>> Required
Does the prospect have any activity limits or use any mechanical equipment?*
If yes, please explain and include equipment used and reason for use, e.g. cane, walker, etc.
Yes NoRRvalidation.gif>> Required
Memory Loss/Forgetfulness*
Limitations:
If yes, explain:
Yes NoRRvalidation.gif>> Required
Please review the conditions below and check any the prospect may have discussed with you. Provide additional details, if known, by completing the questions associated with the condition(s) you have checked.
Diabetes
1. How long has the prospect had diabetes?
2. What is the prospect's blood sugar and A1C?
3. Does the prospect have any diabetes-related complications?
  Eye problems directly related to the diabetes
  Kidney problems
  Circulatory conditions
  Numbness and tingling of the extremities
  Non-healing wounds or skin ulcers
Yes No
Yes No
Yes No
Yes No
Yes No
Cancer
1. What type of cancer did/does the prospect have?
2. What stage was/is the cancer in?
3. What was the last date of treatment or surgery?
4. Did the cancer spread to the lymph nodes or other areas of the body?
5. If prostate cancer, what is the prospect's current PSA?
Osteoporosis
1. Does the prospect take medication(s) for his/her osteoporosis? Please list medication(s).
2. Has the prospect's doctor done any bone density studies? What was the result of these studies?
3. Please provide T-score, if known.
4. Have they had any fractures in the last two years?
Arthritis
1. What type of arthritis does the prospect have?
2. What joints are affected?
3. Has the prospect had any joint replacements? Which joints and when?
4. Does the prospect have any limits in activity as a result of his/her arthritis?
5. How far can the prospect walk without resting?
6. Does the prospect have any difficulty with stairs?
Hypertension
1. Is the prospect's hypertension controlled and stable?
2. How many medications is the prospect taking for his/her hypertension? Please list medication if not already identified.
Heart Disease
1. What type of heart disease does the prospect have?
2. If atrial fibrillation, has the prospect had a recent episode? When?
3. Has the prospect had heart surgery? When? What type?
4. Does the heart disease limit the prospect in any way?
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