Life Insurance Verification Request

WINDOW OVERVIEW:

The Life Insurance Verification Request window is used to create a life insurance verification request form. The information entered will print out on the request form that is then printed locally and should be mailed with a signed release of information form and self addressed stamped envelope.

See Also:

Life Insurance Verification Request Icons

ACTIONS DROP DOWN:

Non System Provider: Select this option if the provider is not found with the Search Organization window. The Non-System Information window opens.

FIELD DESCRIPTIONS:

Sent to Provider: Select the search arrow search to open the Search Organization window. This is where the an N-FOCUS system provider can be selected and returned to this field.

Client Name Group Box:

Highlight the line in the list for the person who owns the life insurance policy.

Household Members: This column displays the first and last name of the household person(s).

SSN: This column displays the SSN of the household member.

Status: This column displays the status of the household member.

Policy Summary Group Box:

This area displays the list of life insurance policies. The policy information is entered by selecting the Policy Info button.

Policy #: This field displays the number of the policy.

Name of Insured: This field displays the name of the person insured by the policy.

ACTION BUTTONS:

Select the policy info button to open the Policy Information window.

NFO6871H(58)

(12-11-03)