Insurance Type

Select the the type of insurance policy.

Name of Company

Enter the name of the company that holds the insurance policy. You can enter up to 40 characters. This field is required.

From

Enter the date when this policy started.

To

Enter the date when this policy ended, if applicable.

Policy Number

Enter the insurance policy number.

Policy Value

Enter the value of the life insurance policy.

Cash Surrender Value

Enter the cash surrender value, which is based on the life of the policy. Obtain this value from the insurance company.

Loan Amount

If the person has a loan against this policy, enter the amount of the loan.

Description

Enter a description of the insurance policy or loan.

Created In Error

Check this box if the record was created in error. The system will not use this record in eligibility calculations.

An invalidated record cannot be updated. Clear the check mark to return the record to valid status.

Reason

Enter a reason for invalidating the record or returning it to valid status. You can enter up to 400 characters.