Applicant

Diagnosis
First Name
Middle Name
Last Name
Address Line 1
Address Line 2
City
State
Zip Code
Date of Birth
Age
Gender Male
Female
Marital Status
Religion/Race
Social Security Number
Veterans Status
Medicare Number
Medicaid Number
Admitted From

 

Responsible Party

First Name
Last Name
Relationship to the Applicant
Address Line 1
Address Line 2
City
State
Zip  
Email Address
Home Phone
Work Phone
Cell Phone

 

Additional Information

Power of Attorney/Living Will
Education
Occupation
Place of Birth/Citizenship
Is the patient aware of the placement? yes
no
Attending Physician
Allergies
Mortuary Name
Mortuary Phone
Laundry yes
no
Secondary Insurance Name
Secondary Insurance ID Number
Comments
Application Date
Admission Date
Admission Location
Admission Type
Patient Number

 

Financial Questionnaire

Applicant First Name
Last Name
Income (enter monthly amounts)  
Social Security 
Pension
VA Pension
Dividends and Interest
Other (rental, land contract, etc.)
Assets  
Checking Account(s) Balance
Checking Account Name
Checking Account Address
Savings Account(s) Balance
Savings Account Name
Savings Account Address
CD and Other Securities Balance
Savings Bonds Balance
Stocks and Bonds Balance
Cash on Hand (home, safety deposit box)
Have any assets been sold/transferred/disposed in last 5 years? yes
no
Real Estate  
Does the applicant own real estate? yes
no
Location
Approximate Value of the Property
Are there liens or judgements against the property? yes
no
Does the applicant own rental property? yes
no
If yes, list name and address

 

Life Insurance

Company Name
Policy Number
Face Value
Cash Surrender Value
Beneficiary
Other funds set aside for burial? yes
no
If yes, specify:  
Prepaid burial? yes
no
If yes, specify the amount and funeral home
Does any party other than the applicant have access and control of the aforementioned assets? yes
no
If yes, specify name and address


_________________________

 I hereby acknowledge that the information as provided herein is correct. Failure to disclose accurate financial information may be grounds for legal action in accordance with prevailing Federal, State, and Local Statutes and regulations. *