POLICY AUDIT QUESTIONNAIRE
Name of Insured:
Date of Birth:
State of Residence:
Policy Type:
Par WL
non-par WL
UL
Term
Face Amount:
Annualized Premium:
Gross Cash Value:
Loan Balance:
Net Cash Value:
(after loan & surrender charge)
Cost Basis:
(optional)
Issue Date:
(optional)
Paid-To Date:
(optional)
Insurance Company Name:
(optional)
Current Policy Death Benefit Guaranteed Until Age:
Current Policy Death Benefit Projected
Until Age:
Rate Class on Current Policy:
Assumed Rate Class for New Policy:
Agent Name:
Agent Telephone:
Agent E-Mail Address:
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