Supplemental Questionnaire

Transcription

1 P.O. Box 2549 Waco, TX Section 1 General Information Section 2 Alcohol Do you use or have you ever used alcohol?... Yes No (1 unit = 1 glass of wine = 1 bottle of beer = 1 ounce of alcohol) a. Current number of units and frequency / day / week b. If there has been a reduction in alcohol consumption, enter the number of units and frequency before the reduction. (Specify date and reason for reduction/decrease) / day / week c. Have you ever been treated for, or advised to seek treatment for alcohol use?... Yes No (Specify dates and names of physicians or institutions) d. Have you ever been convicted of driving while under the influence of alcohol? (Specify date)... Yes No e. Are you a member of a support group?... Yes No (Specify name of group- e.g., Alcoholics Anonymous) Supplemental Questionnaire Please print using dark ink First name Middle initial Last name Date of birth / / Policy number (if known) Give details for all Yes answers. Section 3 Drugs In the past 10 years, have you been treated for drug abuse, or used drugs other than as prescribed to you by a physician?.... Yes No a. When did you start using drugs? Date / / b. Why did you start using drugs? (Give reasons) c. Indicate in the table below the specific drugs you have used in the past or are using at present. (Circle the specific drug category or drugs, if listed) Yes No 1. Narcotics such as Opium, Heroin, Morphine, Codeine, Demerol, Methadone, Oxycodone, Hydrocodone or Vicodin 2. Depressants such as Barbiturates, Benzodiazepines, Xanax, Valium, Ativan, or Halcion 3. Stimulants such as Cocaine, Amphetamines, Methamphetamines, or Ritalin 4. Hallucinogens such as Mescaline, LSD, Peyote, Psilocybin, Ecstasy, or Phencyclidine (PSP) 5. Marijuana, Hashish, or THC 6. Inhalants such as Amyl Nitrite, Nitrous Oxide, Adhesives, Paint Products, Cleaning Fluids, Solvents, or Glue 7. Anabolic Steroids 8. Others M M D D Y Y Y Y Dosage or Amount Used How Often Used Dates Used From To d. Have you ever been treated for drug use?.... Yes No If Yes, give the dates, names, and addresses of physicians or institutions: e. If you are no longer using drugs, why did you stop? f. Do you intend to use drugs in the future?... Yes No GL203 Trademark of Industrial Alliance Insurance and Financial Services Inc. used under license by IA American Life Insurance Company Page 1 of 6

2 Section 4 Foreign Residence In the next year, do you intend to travel or live outside of the United States or Canada for more than a month? Yes No a. Citizenship b. Departure date / / c. Foreign residence location (Country, city) d. Total duration of stay e. Reasons f. Type of employment g. Name of employer or organization in charge h. Have you ever lived abroad?.... Yes No Specify location, duration, and date i. Over the next 5 years, will you likely live/travel abroad?.... Yes No Specify location, duration, and date j. Beyond the next 5 years, will you likely live/travel abroad?... Yes No Specify location, duration, and date Section 5 Driving Record Within the past three years, have you had your driver s license suspended or revoked or been convicted of, or pled guilty or nolo contendere (no contest) to, five or more traffic violations?... Yes No If Yes, complete the table and answer the following questions: a. Violation Violations Dates of Violations Point Change on License Unbuckled seat belt Speeding Failing to obey traffic lights Failing to stop or yield Illegal passing Accident at fault Following too closely Others (Specify) b. Has your driver s license ever been suspended or revoked as a result of the above violation(s)?.... Yes No Details Due to accumulated points?.... Yes No Due to unpaid fines?.... Yes No Amount Other reason? (Give specifics) Date you lost your license / / Duration Did you drive while your license was suspended?.... Yes No Dates When was your license returned, or when do you expect its return? Date / / c. Have you ever been convicted of, or entered a plea of guilty or of nolo contendere (no contest) to, driving under the influence of alcohol (DUI), driving while intoxicated (DWI), or driving while ability impaired (DWAI)?.... Yes No If Yes, give the date of conviction/plea / / Did you drive while your license was suspended?.... Yes No Dates When was your license returned, or when do you expect its return? Date / / d. Have you ever been convicted of, or entered a plea of guilty or of nolo contendere (no contest) to: hit-and-run, reckless driving, vehicular homicide, vehicular manslaughter, negligent homicide, or negligent manslaughter?.... Yes No If Yes, specify: Date / / Violation Circumstances Did you drive while your license was suspended?.... Yes No Dates When was your license returned, or when do you expect its return? Date / / GL203 Page 2 of 6

3 Section 6 Aviation Have you ever made, or do you intend to make, aerial flights other than as a passenger?... Yes No a. Statement of flown and expected number of flight : Flight Hours Solo With IFR or ATR Unpaid Flights as a pilot, co-pilot, or unpaid student paid Flights as a member of the crew or an employee paid for duties performed during the flight. (Give details) MILITARY OR OTHER FLIGHTS as a member of the crew or in any other capacity. (Give details) Total accumulated During the past 12 to 24 During the past 12 Are the flights: Scheduled? Nonscheduled? Expected in the next 12 b. What kind of license do you have? Student Private Pilot Commercial Pilot Airline Pilot (ATR) Instructor Flight Instruments (IFR) None Date of Issue / / Has your license ever been suspended? Yes No If Yes, give details c. What type of flights do you make? Pleasure Instructor Taxi: passenger Taxi: goods Crop-dusting With aircraft designed for crop-dusting Night flight Business Specify Other Over what areas are most of your flights made? Who is the owner of the aircraft? Who does the maintenance? Type of aircraft: Single engine: # of passengers Multi-engine # of passengers: Pounds of payload Pounds of payload Helicopter Glider Ultralight motorized Hot air balloon Motorized hang glider Amateur built/homebuilt Freeflight Tethered Record attempts Have you ever had an accident during a flight? Yes No If Yes, give details d. When did you last fly? / / Do you intend to continue flying? Yes No Do you expect future flights to differ from those done in the past? Yes No If Yes, give details GL203 Page 3 of 6

4 Section 7 Hazardous Sports Complete questions a. and b. for all hazardous sports. Then complete the appropriate section for each applicable sport. a. In the last two years, have you taken part in any hazardous sports, such as: Skin or scuba diving Parachuting, skydiving, and/or bungee jumping Automotive sports Mountain climbing Hang gliding Rodeos How long have you been practicing it (Frequency / month / year)? When did you last practice this sport? / / Are you a member of a club?... Yes No If Yes, specify name of club Do you practice this sport as:.... An amateur A professional If professional, is it:... Full-time Part-time Do you intend to continue practicing this sport?.... Yes No Do you expect any changes in the participation in this sport?.. Yes No If Yes, specify b. Extra premium or restriction If you do not qualify for full coverage at standard rates, do you wish: To be covered for the hazardous sport you practice for an extra premium? Not to be covered for the hazardous sport you practice? Skin or Scuba Diving a. Give a brief description of the equipment you use b. Give a brief description of your diving habits (location, security measures, etc.) c. Do you dive alone? Yes No If Yes, specify d. Have you ever suffered any ill effects due to diving? Yes No If Yes, specify e. Please give details of made during the past 3 years and an estimate of expected in the next 12 by completing the following table: DEPTH 50 feet or less 51 feet to 100 feet 101 feet to 150 feet 151 feet to feet PERIOD 24 to 36 ago 12 to 24 ago Last 12 Next 12 Parachuting, Skydiving and/or Bungee Jumping a. Check the type of parachuting you practice: Sport parachuting Parachuting with respiratory equipment Para-kiting Para-skiing Para-sailing Bungee jumping b. jumps since you began participating in this sport c. Are you making record attempts? Yes No If Yes, specify GL203 Page 4 of 6

5 Hang Gliding a. Maximum altitude less than 50 feet? Yes No b. Are you using any equipment that is not professionally manufactured, that is of an experimental nature, or represents any other particular risks? Yes No If Yes, specify c. Are you making record attempts? Yes No If Yes, specify Mountain Climbing Check all appropriate boxes: Rock climbing In North America Trail climbing Elsewhere (Specify) Automotive Sports Check all appropriate boxes: a. Type of automobile races: Championship Stock car Sprinting/drag Demolition Sports car Midget Other (Specify) b. Type of motorcycle races: Hill climbing Sprinting/drag Cross-country Moto-cross Other (Specify) c. Track: Oval Other (Specify) d. Surface: Paved Unpaved Dirt road Other (Specify) e. Modified vehicle? Yes No If Yes,... for safety? Yes No...for performance? Yes No Make Model Cylinders Horsepower f. Do you participate in races outside of the U.S. or Canada? Yes No If Yes, specify g. Specify the names of tracks where you race: _ h. Maximum speed mph Average speed mph i. Reason for participating in race (pleasure, cash prizes, etc.) Signature I acknowledge that I have read the Fraud Warning applicable to my state on page 6 of this application. I declare that the above statements and answers form an integral part of my application to IA American Life Insurance Company; that they are full, complete, and true to the best of my knowledge and belief. Signed at this day of 20 City, State Month Year Signature of Proposed Insured GL203 Page 5 of 6

6 Fraud Warning Arizona Residents Only: Any person who knowingly presents a false or fraudulent claim for payment of a loss is subject to criminal and civil penalties. Arkansas, Louisiana, Rhode Island, and Texas Residents Only: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit, or knowingly presents false information in an application for insurance, is guilty of a crime and may be subject to fines and confinement in prison. Colorado Residents Only: It is unlawful to knowingly provide false, incomplete, or misleading facts or information to an insurance company for the purpose of defrauding or attempting to defraud the company. Penalties may include imprisonment, fines, denial of insurance and civil damages. Any insurance company or agent of an insurance company who knowingly provides false, incomplete or misleading facts or information to a policyholder or claimant for the purpose of defrauding or attempting to defraud the policyholder or claimant with regard to a settlement or award payable from insurance proceeds shall be reported to the Colorado Division of Insurance within the Department of Regulatory Agencies. District of Columbia Residents Only: WARNING: It is a crime to provide false or misleading information to an insurer for the purpose of defrauding the insurer or any other person. Penalties include imprisonment and/or fines. In addition, an insurer may deny insurance benefits if false information materially related to a claim was provided by the applicant. Florida Residents Only: Any person who knowingly and with intent to injure, defraud or deceive any insurer files a statement of claim or an application containing any false, incomplete or misleading information is guilty of a felony of the third degree. Kentucky Residents Only: Any person who knowingly and with intent to defraud, any insurance company or other person files an application for insurance containing any materially false information or conceals, for the purpose of misleading, information concerning any fact material thereto commits a fraudulent insurance act, which is a crime. Maine, Tennessee, and Washington Residents Only: It is a crime to knowingly provide false, incomplete or misleading information to an insurance company for the purpose of defrauding the company. Penalties include imprisonment, fines and denial of insurance benefits. Maryland Residents Only: Any person who knowingly and willfully presents a false or fraudulent claim for payment of a loss or benefit or knowingly and willfully presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison. New Jersey Residents Only: Any person, who includes any false or misleading information on an application for an insurance policy is subject to criminal and civil penalties. New Mexico Residents Only: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may be subject to civil fines and criminal penalties. North Dakota and South Dakota Residents Only: Any person, who, with intent to defraud or knowing that he/she is facilitating a fraud against an insurer, submits an application or files a claim containing a false or deceptive statement, commits insurance fraud, which may be a crime and may subject the person to civil and criminal penalties. Ohio Residents Only: Any person who, with intent to defraud or knowing that he is facilitating a fraud against an insurer, submits an application or files a claim containing a false or deceptive statement is guilty of insurance fraud. Oklahoma Residents Only: WARNING: Any person who knowingly and with intent to injure, defraud or deceive any insurer, makes any claim for the proceeds of an insurance policy containing any false, incomplete or misleading information is guilty of a felony. Oregon Residents Only: Any person who, with intent to defraud or knowing that he is facilitating a fraud against an insurer, submits an application or files a claim containing a false or deceptive statement is guilty of insurance fraud. Pennsylvania Residents Only: Any person who knowingly and with intent to defraud any insurance company or other person files an application for insurance or statement of claim containing any materially false information or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime and subjects such person to criminal and civil penalties. Virginia Residents Only: Any person who knowingly, and with intent to injure, defraud, or deceive any insurer makes any claim for the proceeds of an insurance policy containing false, incomplete, or misleading information may be guilty of a felony. In All Other States: Any person who, with intent to defraud or knowing that he is facilitating a fraud against an insurer, submits an application or files a claim containing a false or deceptive statement is guilty of insurance fraud. GL203 Page 6 of 6