Life Insurance Application Part B Medical History

Life Insurance Application
Part B (Medical History)

Policy # (if known):

In this form, the "Company" refers to the insurance company whose name is checked above. The Company shown above is solely responsible for the obligation and payment of benefits under any policy that it may issue. No other Company is responsible for such obligations or payments.

Proposed Insured

(Complete separate Part B for each Proposed Insured.)

Medical History

(Instructions: Please answer ALL medical history questions. Do not leave any questions blank.)

1. Physician Information

Name, address and phone number of the Proposed Insured’s personal physician(s). (If no personal physician, provide name, address and phone number of last doctor consulted or medical facility visited or to which admitted.)

Name    Phone

Address   City, State   ZIP

Date of last office visit, reason, findings and treatment:

2. Pending Medical Appointments

Does the Proposed Insured have a medical appointment scheduled within the next three months? yes no

(If yes, provide date, name, address and phone number of physician, and reason for visit.)

3. Build

A. Admitted Height and Weight ft in lbs

B. Birth Weight (if Proposed Insured is less than 1 year old) lbs oz

C. Has the Proposed Insured had any weight change in excess of 10 lbs in the past year? yes no

If yes, complete the following: Loss lbs Gain lbs Reason*

*If weight change was due to pregnancy, provide due/delivery date and pre-pregnancy weight:

Due/Delivery Date Pre-Pregnancy Weight lbs

4. Family History

A. Complete the information in the grid below.

B. Other than as stated in 4A, has any immediate family member of the Proposed Insured (parents, siblings or children), been diagnosed with heart disease prior to age 50, ALS, polycystic kidney disease, porphyria, cardiomyopathy, sickle cell anemia, Huntington’s disease, aneurysm, or cancer? yes no

Details:

C. Is there a family history (parents and siblings only) of mental illness, suicide, or substance abuse, any of which was diagnosed or treated by a member of the medical profession? yes no

Details:

5. Personal Health History

A. Has the Proposed Insured ever been diagnosed as having, been treated for, or consulted a member of the medical profession for:

1) high cholesterol? yes no
Date of diagnosis most recent level treatment

2) high blood pressure? yes no
Date of diagnosis most recent reading treatment

3) diabetes? yes no
Date of diagnosis most recent HgbA1c treatment

B. Has the Proposed Insured ever been diagnosed as having, been treated for, or consulted a member of the medical profession for:

1) coronary artery disease, heart attack, chest pain, shortness of breath, irregular heartbeat, heart murmur, or other disorder or disease of the heart? yes no

2) blood clot, clotting disorder, aneurysm, stroke, TIA, peripheral vascular disease, or other disease, disorder or blockage of the arteries or veins? yes no

3) cancer, leukemia, lymphoma, tumors or growths, masses, cysts or other similar abnormalities? yes no

4) pituitary, thyroid, adrenal, or disease or disorder of any other glands? yes no

5) anemia, hemophilia, sickle cell anemia, or other disease or disorder of the blood, lymphatic system or immune system? yes no

6) colitis, Crohn's disease, hepatitis, colon polyps, or any disorder of the throat, esophagus, gall bladder, stomach, liver, pancreas or intestine? yes no

7) disorder of the kidneys, bladder, prostate or reproductive organs or protein or blood in the urine? yes no

8) asthma, chronic bronchitis, emphysema, COPD, cystic fibrosis, sleep apnea or other breathing or lung disorder? yes no

9) seizures, cerebral palsy, Down syndrome, autism spectrum disorder, Parkinson’s disease, multiple sclerosis, severe headaches, disorder or injury of the brain, spinal cord or nervous system? yes no

10) ADHD, memory loss, dementia or Alzheimer’s disease? yes no

11) anxiety, eating disorder, depression, suicide attempt, bipolar disease, PTSD, hallucinations, psychosis, schizophrenia, or other psychiatric conditions? yes no

12) arthritis, muscle disorders, ALS, fibromyalgia, muscular dystrophy, chronic pain, connective tissue disease, autoimmune disease or other bone or joint disorders? yes no

13) glaucoma, macular degeneration, optic neuritis or any disorder of the eyes, ears or skin? yes no

(For any yes answers, provide details such as: date of diagnosis, date of last treatment; name, address, and phone number of doctor; tests performed; test results; medications, hospitalization, ER visit, recommended treatment or any other pertinent details.)

Details

C. Other than previously stated, has the Proposed Insured taken any medications, had treatment or therapy or been under medical observation within the past 12 months? yes no

(If yes, provide details such as: date of diagnosis; name, address, and phone number of doctor; tests performed; test results; medications or recommended treatment.)

Details

D. Within the past 5 years, has the Proposed Insured used alcoholic beverages? yes no

If yes, Average number of drinks per week Maximum number of drinks per day

Type (Beer, Wine, Liquor) Date of last use

E. Has the Proposed Insured ever:

1) used cocaine, heroin, methamphetamine, hallucinogens, stimulants or any other habit-forming drug except as prescribed by a medical professional? yes no

2) used marijuana (prescribed or otherwise) in any form? yes no

3) used a controlled substance or prescription drug in a manner other than prescribed by a physician? yes no

4) sought or received medical advice, counseling or treatment by a medical professional to discontinue or reduce the use of alcohol or drugs, including prescribed controlled substances? yes no

If answered “Yes” to E1 through E4, please provide details below.

Type of drug(s) and/or alcohol Date last used

Frequency of use: Daily Weekly Monthly Amount typically used:

Name(s) of doctor/facility Phone

Address City, State ZIP

Treatment Dates

Support group(s)

Was treatment or support group attendance court ordered? yes no

Details of any drug or alcohol related arrests

F. Has the Proposed Insured ever tested positive for the Human Immunodeficiency Virus (HIV) or been diagnosed or treated by a member of the medical profession for Acquired Immune Deficiency Syndrome (AIDS)? yes no

(If yes, provide details such as: date of diagnosis; name, address, and phone number of doctor.)

Details

G. Other than previously stated, in the past 5 years, has the Proposed Insured:

1) been hospitalized, consulted a member of the medical profession or had any illness, injury or surgery? yes no

2) been advised by a member of the medical profession concerning any abnormal diagnostic test results, been advised to see a specialist, or been advised to have any diagnostic test, hospitalization, surgery, or treatment that was NOT completed (except for those tests related to the Human Immunodeficiency Virus), or does the proposed insured have any test results pending? yes no

3) undergone any self-administered laboratory test prescribed by a member of the medical profession other than those for pregnancy or Human Immunodeficiency Virus (HIV)? yes no

4) made a claim for or received benefits, compensation, payment or pension for any injury, sickness, disability, or impaired condition? yes no

(For any yes answers, provide details such as: date of diagnosis; name, address, and phone number of doctor; tests performed; test results; medications, hospitalization, ER visit, recommended treatment or any other pertinent details.)

Details

H. Has the Proposed Insured had any emergency room, emergency clinic, walk-in clinic, or free clinic visits during the past 5 years? yes no

(If yes, provide details such as: reason for visit; date; name, address, and phone number of facility; resolution of condition; or any other pertinent details.)

Details

I. Has the Proposed Insured ever been advised to or chosen to enter a nursing home, hospice, or assisted living facility? yes no

(If yes, provide details such as: reason for visit; date; name, address, and phone number of facility; resolution of condition; or any other pertinent details.)

Details

J. Within the last 2 years has the Proposed Insured:

1) been diagnosed or treated by a member of the medical profession for fainting, stumbling or falling while walking, problems with balance, deterioration in vision or hearing, or shortness of breath? yes no

2) received home health care services, physical therapy or rehabilitation therapy? yes no

3) required the use of a cane, walker, wheelchair, other assistive device, or resided in an assisted living facility? yes no

4) required assistance or supervision with or had any limitations in performing any of the following daily activities: bathing, bladder and/or bowel control, eating, dressing, toileting or transferring (moving into or out of a bed, chair or wheelchair)? yes no

5) required assistance with routine activities such as: using the phone, taking medications, paying bills, shopping, driving a car, traveling outside of the home or preparing meals? yes no

(For any yes answers, provide details such as: date of diagnosis; name, address, and phone number of doctor; tests performed; test results; medications, hospitalization, ER visit, recommended treatment or any other pertinent details.)

Details

K. Within the last 5 years has the Proposed Insured been treated for or been diagnosed by a member of the medical profession for any other medical, physical, or psychological condition NOT disclosed above? yes no

(If yes, list condition and details such as: date of first occurrence; symptoms; and how treated.)

Details

Agreement and Signatures

I, the Proposed Insured signing below, acknowledge that I have read the statements contained in this application and any attachments or they have been read to me. My answers to the questions in this application are true and complete to the best of my knowledge and belief. I understand that this application: (1) consists of Part A, Part B, and if applicable, related attachments including certain questionnaire(s), supplement(s) and addendum(s); and (2) is the basis for any policy and any rider(s) issued. I understand that no information about me will be considered to have been given to the Company by me unless it is stated in the application. I agree to notify the Company of any changes in the statements or answers given in the application between the time of application and delivery of any policy. I understand that any misrepresentation contained in this application and relied on by the Company may be used to reduce or deny a claim or void the policy if: (1) such misrepresentation materially affects the acceptance of the risk; and (2) the policy is within its contestable period.

Fraud

Any person who knowingly presents a false statement in an application for insurance may be guilty of a criminal offense and subject to penalties under state law.

EXAMINATION
Physical Measurements

1. Proposed Insured

A. First Name MI Last Name

B. Build: Measured Height (in shoes 1in heel or less) ft in Measured Weight (clothed) lbs

1) Did you measure the Proposed Insured’s height? yes no

2) Did you weigh Proposed Insured? yes no

3) If unable to obtain measured height or weight, please provide reason

C. Blood Pressure and Pulse

Select cuff size: Standard BP cuff Large BP cuff

Instructions to doctor:

To be completed in private by doctor only. Examination of heart and lungs must be with stethoscope against bare skin.

1) Heart

a. Is there any cyanosis, edema, or evidence of peripheral vascular disease, arteriosclerosis or other cardiovascular disorder? yes no

b. Is heart enlarged? (If yes, describe) yes no

c. Is murmur present? (If yes, complete question d) yes no

d. Murmur is: Constant Transmitted to where?

     Inconstant Localized at: Apex Base Elsewhere

     Systolic (Give details)

     Diastolic Murmur grade:

After valsalva, murmur is: Unchanged Decreased Increased Absent

Your impression

Report By Examining Medical Doctor

2) Has this examination revealed any abnormality of the following: (Provide details to yes answers below)

a) Eyes, ears, nose, mouth and throat? (If vision or hearing is markedly impaired, indicate degree and correction) yes no

Details

b) Endocrine system (including thyroid)? yes no

Details

c) Nervous system (including reflexes, gait, paralysis)? yes no

Details

d) Respiratory system? yes no

Details

e) Abdomen (including scars)? yes no

Details

f) Genito-urinary system? yes no

Details

g) Skin (including scars), lymph nodes, blood vessels? yes no

Details

h) Musculoskeletal system (including spine, joints, amputations, deformities)? yes no

Details

Signature

Paramedical Examiner/Medical Doctor Signature

I certify that this exam was conducted the day of , 20 , at am pm

Location of Exam Paramed: Use company stamp below.

Examiner Address

Examiner Phone #

Examiner Name