Consistency List

We must check if the owner is living or deceased prior to releasing any information to a non-owner of the contract.

• TRUE

• FALSE

Which documents are needed before releasing his/her percentage to a beneficiary of a deceased owner?

• Claims Form

• POA of the owner

• Death Certificate

• Letter of Appointment

The executor of the Estate can obtain information while the client is living.

• True

• False

Whose requestor is allowed to request information without providing documents?

• Receiving Carrier

• Trustee

• Financial Advisor

• Executor

The requestor claimed that he is the POA of the owner. Upon checking, there is a reject POA item and no legal representative on SI but we already have a copy of POA on file. Can we release the information?

• Yes

• No