SCLERODERMA / CREST

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SCLERODERMA / CREST

CLIENT NAME: ______________________________________________________________________________________________________ Date: __________________________________

Male Female Date of birth: __________________ Height: _______' _______" Weight: __________________

Tobacco Use: Never used Totally stopped Date stopped: __________________ Use now Type of nicotine product: _____________________

Type of Coverage: Term UL Survivor

Type of Coverage: Term UL Survivor UL

Coverage Amount: ____________________________________

Anticipated Premium: _____________________________________

FAMILY HISTORY Has proposed insured had a parent, brother or sister who had cancer, diabetes, stroke, heart or kidney disease or who committed suicide?

If yes, use separate sheet to provide this information, including age of onset and date of death

Full Name of Company

PROPOSED INSURED'S EXISTING INSURANCE

Face Amount

Year Issued

Is Policy to be Replaced?

1. Please note type of scleroderma: Localized scleroderma-morphea or linea Limited scleroderma/CREST Progressive systemic sclerosis-diffuse scleroderma

2. Please list date of first diagnosis: ________________________________________________

3. Please check if client has had any of the following:

Weight loss

Biliary cirrhosis

Heart disease

Liver enzyme abnormality

Lung disease

Kidney disease

Reyaud's disease

Trouble swallowing

5. Please list functional ability: Fully active Sedentary Uses walker, cane, etc. Uses wheelchair

6. Is client taking any medication, including inhalers? (accurate name, dosage, and reason)

(Accurate) Name of Medication

Dosage

Reason

7. Are there any other health problems? (additional questionnaires may be required) No Yes; please give details __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________

NAILBA Field Underwriting Guide, Version 2.0 | ? Copyright August 2007. The National Association of Independent Life Brokerage Agencies (NAILBA). All rights reserved. 103

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FAMILY HISTORY (Addendum)

Client Name: ______________________________________________________________________________________________________ Date: __________________________________ Male Female Date of birth: __________________ Height: _______' _______" Weight: __________________

1. Has the proposed insured had relative(s) with any of the following:

Parent Has had:

Cancer

Diabetes

Stroke

Heart disease

Committed suicide

Age of onset: ____________________ Date of death: ____________________

Brother Has had:

Cancer

Diabetes

Stroke

Heart disease

Committed suicide

Age of onset: ____________________ Date of death: ____________________

Sister Has had:

Cancer

Diabetes

Stroke

Heart disease

Committed suicide

Age of onset: ____________________ Date of death: ____________________

Other (explain below) Other (explain below) Other (explain below)

2. If yes to any of the above, please provide details/information __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________ __________________________________________________________________________________________________________________________________________________________________________

NAILBA Field Underwriting Guide, Version 2.0 | ? Copyright August 2007. The National Association of Independent Life Brokerage Agencies (NAILBA). All rights reserved.

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