LFCM November Revalida 2015

1.

1 point

Choose the correct sub-status: The UW has not yet reviewed the file and you received an APS. No outstanding requirement left

APS Received

Last Requirement

Both sub-status can be use

None of the Above

2.

1 point

Which of the following statement is correct?

Waiver of premium is available for term smart product as long as the age of the insured is 18-60

You can add Child Term Rider to both companion cases (spouse)

All of the above

None of the above

3.

1 point

Which of the work items listed below is not handled by New Business?

Issue Mail 1035X

Disbursement 1035 Exchange

NB Replacement 1035X

All of the above

4.

1 point

The TIR we have on file and the application Part I has different signed city and state. Everything else matched. Please choose the correct status of the policy.

Policy is not bound- refund the money

Policy is binding – set an expiration for TIR

5.

1 point

Choose the appropriate sub-status: Used when the UW has reviewed the file and you received CM/Agent questions or email or APS fee approval that is not a last requirement.

Action Required

Additional Info

Back to You

UW Rush

6.

1 point

The TIR amount and EFT amount matched; however, the initial amount on the section H of the application does not matched. What will you do?

Create a WI for TIR and send email to CM to give them 2 business days to bind the policy

The policy is bound.

Refund the money on file

Ask for new application Part I with the amount similar to the TIR and EFT.

7.

1 point

Choose the appropriate sub-status: UW has reviewed the case and you received either of the following: MIB/MIB code details, Additional HOS, Additional testing on labs, Priors and suspects, details to questions and Reply to Memo.

Action Required

Back To You

Additional Information

Exams Received

8.

1 point

The FAS issue age and AdminServer issue age does not matched. What will you do?

Send the WI to UW as Rush

Move the WI to issue.

Send email to Jody Dechandt to do a workaround

None of the above

9.

1 point

What will you do if you received a returned mail due to the insured does not have a US address?

Send email to assigned CM to ask for US address

Create a WI to team services

Recreate letters. Email them to Tammy Fischer and copy Jeni Miller.

Recreate letters. Email them to Jody Dechandt and copy Elaine Kjosa.

10.

1 point

What will you do if you received a returned mail for a Policy Owner services form?

Move to complex change for them to process

Send email to assigned CM to verify address

Re-create letter and send to policy assembly

None of the Above