Life Insurance Policy Documented call or to verify if client written statement by alleges having life (Do not verify term life agent insurance: insurance provided Documented call to Name of Company through employment) insurance company Policy Number (automated system or Type or Term – call center) Face Copy of policy Dividends, if any DHHS Form 1280 If total face value of all Insurance policies for each Life insured person is greater than $10,000, verify the Cash value Accept client statement if no insurance is alleged
Life Insurance Life Insurance Policy (Do not verify term life insurance provided through employment) Documented call or written statement by agent Documented call to insurance company (automated system or call center) Copy of policy DHHS Form 1280 to verify if client alleges having life insurance: Name of Company Policy Number Type – or Term Face Dividends, if any If total face value of all policies for each insured person is greater than $10,000, verify the Cash value Accept client statement if no insurance is alleged
Chapter_105.docx