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Variable Question text Label
T001_Next we have some questions about wills, trusts, and life insurance.

Do you currently have a will that is written and witnessed?

Please do not include living wills. A living will is a type of health care advanced directive that we will ask about separately.
DOES R HAVE VALID WILL
T002_Have you made provisions in your ^FLT002A for any family members^FLT002DID R MAKE FAMILY PROVISIONS IN WILL
T003_Does that include any of your children or step-children?R WILL INCLUDE CHILDREN/STEPCHILDREN
T005_Does that document provide for all your children about equally?WILL PROVIDE FOR ALL CHILDREN EQUALLY
T006_Does that document include any grandchildren directly?R WILL INCLUDE GRANDCHILDREN
T008_Have you made provisions for any charities in your will or trust?Will provide for charity
T011_Do you have any life insurance, including individual or group policies? Please do not include burial insurance.R HAVE ANY LIFE INSURANCE
T012_How many different life insurance policies do you have?

Please include individual policies, group policies, or paid-up policies.
NUMBER OF DIFF LIFE INS POLICIES R HAS
T013_

^FLT013, that is, the amount of money the beneficiary would get if you were to die?

FACE VALUE OF R LIFE INS POLICIES
T014_UnfThinking about the amount of money the beneficiary would get:

Is it more, about, or less than...
Unfolding
T014_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
T014_Unf_ResultsHow muchUnfolding bracket results
T018_^FLT018 up a cash value that you can borrow against, or that you would receive if the policy were to be cancelled?

[DEF: "Policies that build up a cash value" are sometimes called 'whole life' or 'straight life policies.']
R HAVE WHOLE/STRAIGHT LIFE INS POLICIES
T019_How many such policies do you have?HOW MANY WHOLE/STRAIGHT LIFE INS POLICY
T020_What is the current face value of ^FLT020?CURR FACE VALUE OF WHOLE LIFE INS POLICY
T021_UnfThinking about the value of ^FLT020:

Is it more, about, or less than...
Unfolding
T021_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
T021_Unf_ResultsHow muchUnfolding bracket results
T024_^FLT024 each month or year?

Please enter zero if the policy is paid up or there are no premium payments.
TOTAL AMT R PAY FOR LIFE INS POLICIES
T025_Per:TOTAL AMT R PAY FOR LIFE INS POLIC - PER
T026_UnfThinking about how much you pay for ^FLT026:

Per month, is it more, about, or less than...
Unfolding
T026_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
T026_Unf_ResultsHow muchUnfolding bracket results
T031_^FLT031 have you obtained any new life insurance policies?OBTAIN NEW LIFE INSURANCE
T032_What is the total face value of this policy/all of these policies?FACE VALUE NEW LIFE INSURANCE
T033_UnfThinking about the face value of this policy/these policies:

Is it more, about, or less than...
Unfolding
T033_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
T033_Unf_ResultsHow muchUnfolding bracket results
T036_^FLT031 have you allowed any life insurance policies to lapse or have any been cancelled?R LIFE INS POLICY LAPSE SINCE LAST WAVE
T037_What was the total face value of this policy/these policies?FACE VAL LAPSED LIFE INS P0LICY
T038_UnfThinking about the total face value of the lapsed policy/policies:

Is it more, about, or less than...
Unfolding
T038_Unf_RandomRANDOM START NUMBER FOR UNFOLDING BRACKETS
T038_Unf_ResultsHow muchUnfolding bracket results
T041_Was this lapse or cancellation something you chose to do, or was it done by the provider, your employer, or someone else?WHO LET LIFE INS POLICY LAPSE
T042_Was it because the policy was too expensive, because you did not need the coverage, or some other reason?WHY LET LIFE INS POLICY LAPSE
T043_Did you receive any cash when the policy was cancelled or allowed to lapse?R RECD CASH AFTER POLICY CANCEL OR LAPSE
T044_About how much cash did you receive?AMT RECD AFTER R POLICY CANCEL OR LAPSE
T047_AssistTHow often did you receive assistance with these previous questions about any will(s), trust(s) and life insurance(s) you might have?ASSIST SECTION T - WILLS AND TRUSTS
T050_T004MTempWhich child is that?

Please choose all that apply. If you only have one child, please select that child then "Next" to continue.
^FL_T050LIST[3]
T051_T007MTempWhich of your children are the parents of those grandchildren? Please choose all that apply.^FL_E057LIST[3]
T052_T017MTemp^FLT017 ^FLT017_2 Please choose all that apply.^FL_E057LIST[3]
T053_T029MTemp^FLT029

Please choose all that apply.
^FL_E057LIST[3]
T066_T248MTempWhich child is that? Please choose all that apply. ^FLT248
^FL_E057LIST[3]
T245_People sometimes make plans about the type of care or medical treatment they would want or not want, if they were to become seriously ill.

Have you ever discussed with anyone the care or medical treatment you would want to receive if you were to become seriously ill in the future?
EVER DISCUSSED MEDICAL CARE WITH ANYONE
T246_^FLT246ASSIGN DURABLE POWER OF ATTORNEY
T247MWho has that authority, that is, what is their relationship to you? Please choose all that apply.^FLT247_1
T250_^FLT250

[DEF: "Physician Orders for Life Sustaining Treatment" are sometimes called POLST. Another name for the same arrangement is MOLST, which stands for "Medical Orders for Life Sustaining Treatment."]
R HAS WRITTEN LIVING WILL
T251_Do these instructions express a desire to limit the care or medical treatment that you receive in certain situations?LIVING WILL CONTAIN LIMITING CARE
T255_^FL_T255mother made legal arrangements
T256_Who is that -- what is that person's relationship to your mother? Please select all that apply.My mother's spouse or partner
T257_^FL_T257father made legal arrangements
T258_Who is that -- what is that person's relationship to your father? Please select all that apply.My father's spouse or partner