ACTIVITIES OF DAILY LIVING


Notice to all persons completing this questionnaire: It is fraudulent to fill out this form with information you know to be false or to knowingly omit important facts. Criminal and/or civil penalties can result from such an act.

Name (please print):
Claim Number:
Street:
City:
State:
Zip:
Telephone Number:
Email Address:

GENERAL INFORMATION

Please describe your current medical condition and any progress you believe you have made since you stopped working:
List all the medical problems for which you see a doctor:
List all medications you are currently taking along with their dosage and frequency:
Do you live alone?
Are you married or have a significant other?
Do you have dependent children?
What is your height? (in feet & inches)
What is your weight?

EDUCATION AND WORK EXPERIENCE

Please indicate the extent of your formal education (select one):
Grade










College





If your education exceeds 12th grade, please indicate your major:
Briefly describe your past work experience for the last 20 years (begin with your most recent job):
Job Title/Employer Name
Duties
Date Started Date Ended
Job Title/Employer Name
Duties
Date Started Date Ended
Job Title/Employer Name
Duties
Date Started Date Ended
Job Title/Employer Name
Duties
Date Started Date Ended
Did any of the positions listed above require additional training on your part?
What do you perceive to be your current restrictions and limitations?
If retraining were made available to you, what occupation(s) would you be interested in?

PERSONAL CARE

Describe any changes in your sleeping habits since your condition began:
Do you need any assistance in dressing and/or grooming?
Do you have problems with your memory?
Do you prepare your own meals?
Have your eating habits changed since your condition began?

HOUSEHOLD CARE

Are you responsible for the financial management of your household?
If you are not responsible for the financial management of your household, who is?
Do you do housework?
How often do you do household activities?
Approximate time spent on household activities:
Daily?
Weekly?
Monthly?
Describe any changes in your ability to care for your household and any assistance required since your disability began:
Do you drive?
Do you have a valid driver’s license?
Do you take public transportation?
Do you need assistance to travel?
Do you shop?
Approximate time spent on shopping?
Daily?
Weekly?
Monthly?
Do you require assistance when you shop?
If you have childcare responsibilities, answer the following questions:
What care are you able to provide for your child/children/grandchildren:








Approximate time spent on childcare activities:
Daily?
Weekly?
Monthly?
Do you require assistance to perform any of these childcare activities?

INTERESTS AND HOBBIES

Do you read?
Approximate time spent on reading:
Daily?
Weekly?
Monthly?
Do you watch TV?
Do you use a computer?
In what types of hobbies or activities do you participate?









How often do you engage in these activities/hobbies?
Do you travel in excess of thirty miles from your home?

SOCIAL CONTACTS

Are you an active member of any club(s) or organization(s)?
How often do you participate in these activities?
Do you hold any positions in your club(s) or community organization(s)?
Do you do volunteer work?
Do you visit with friends or relatives?
Estimate how long these visits last (i.e., number of hours):
Has there been any change in your social contacts since your disability began?

OTHER INFORMATION

Have you participated in a rehabilitation or retraining program?
Do you believe that you will be able to return to work?
List all your current sources of income and the amount received from each source:
What is the status of your Social Security disability claim?
*If your claim for Social Security benefits has been approved and we have yet to be notified, please provide a copy of your award notice with this form.
We ask that you indicate yes below if you have applied for any of the following. If you are receiving benefits, please provide documentation showing your gross benefit amount and benefit effective date. Failure to provide documentation of your other income benefits may result in a delay in benefit payment from our company.
Salary Continuation/Commission
Vacation Bonus/Pay
Automobile No-Fault
Social Security Disability or Retirement
Retirement Benefits
Short Term Disability
Unemployment Benefits
Other Income Benefits
Workers' Compensation
If you have answered yes to any of the above options, please list any other income benefits that have been approved including the benefit amount and the benefit effective date (please use separate sheet if necessary):
Since ceasing work, have you performed work for any other employer or self employment?

Attach Files

Attach File
Attach File
Attach File
Attach File
The information I have provided on this form is accurate to the best of my knowledge. I have received and read the fraud warning statements provided with this form.
Signature: You will be prompted for your signature at a later date.
Date: The date will be filled upon receiving your signature.

Patient Authorization to Release Protected Medical Information

You are not required to sign the authorization, but if you do not Madison National Life Insurance may not be able to evaluate or administer your claim(s). Please complete this form in detail to assist us in providing a timely review of your claim for benefits. Please note that we are requesting that you document each of your treating providers, including any physicians, therapists, counselors, specialists, social workers, or any other representative that is providing treatment for your claimed condition(s). Facility name must be included in order to assure that this authorization form will be accepted.
Name (print):
Date of Birth:
Telephone Number:
I authorize the use and/or release of my protected medical and/or mental health information to Madison National Life Insurance Company for the purpose of determining insurance eligibility. I authorize the release of information from:
Provider/Facility Name:
Specialty:
Address:
Phone Number:
Medical Record Department Fax Number:
Date Last Treated:
Provider/Facility Name:
Specialty:
Address:
Phone Number:
Medical Record Department Fax Number:
Date Last Treated:
Provider/Facility Name:
Specialty:
Address:
Phone Number:
Medical Record Department Fax Number:
Date Last Treated:
Provider/Facility Name:
Specialty:
Address:
Phone Number:
Medical Record Department Fax Number:
Date Last Treated:
Provider/Facility Name:
Specialty:
Address:
Phone Number:
Medical Record Department Fax Number:
Date Last Treated:
to: Madison National Life Insurance Company
P.O. BOX 2865 CLINTON, IA 52733-2865
Telephone: 800-356-9601 Extension 2410 Fax: 608-830-2701


This form serves as an authorization for Madison National Life Insurance to obtain information documenting medical treatment, including patient notes, treatment records, lab reports, physical therapy, diagnosis and prognosis from January 1, 2008 through two years from the date of the signature on this form. This form is also intended to be used to obtain psychological testing and psychological / psychiatric treatment including patient notes and treatment records from January 1, 2008 through two years from the date of the signature on this form.

Also this form provides Madison National Life Insurance the authorization to obtain information from any pharmacy, other insurance or annuity company, any consumer reporting agency, financial institution or tax preparer, any governmental agency ( e.g., Social Security Administration or Public Retirement System), all former and/or current employers, educational facility/entity, vocational or rehabilitation organization, employer sponsored disability/retirement carrier, worker’s compensation carrier, and or any other entity or institution that may have information needed by Madison National Life Insurance for the review of my claim for benefits. I understand this information will be used for the sole purpose of evaluating and administering my claim for benefits. I understand that I may revoke this authorization at any time by requesting the revocation in writing and submitting it to Madison National Life Insurance and to the providers listed above. I understand if I revoke this authorization, Madison National Life Insurance may not be able to evaluate or administer my claim(s) and this may be the basis for denying my claim(s). This authorization will remain valid for two full years from the date of my signature.

I understand that in the course of conducting its business, Madison National Life Insurance may release / redisclose this information about me to a reinsurer, a plan administrator, or any person performing business or legal services for Madison National Life Insurance in connection with my claim(s).I understand that the information used or released as a result of this authorization may no longer be protected by federal privacy laws. I am aware my medical information may be redisclosed when necessary as part of the review process performed by Madison National Life Insurance at any point during the review of my claim or during any appeals that may take place as explained above. I understand that I have the right to receive a copy of this authorization upon request. I agree that a photocopy of this authorization is valid as the original. Treatment, payment, enrollment or eligibility of benefits may not be conditioned on obtaining my authorization, however I understand if I do not sign this authorization or if I alter its content in any way, Madison National Life Insurance may not be able to evaluate or administer my claim(s) and this may be the basis for denying my claim(s).

I have had full opportunity to read and consider the contents of this authorization, and I confirm that the contents are consistent with my direction to each of my health care providers. I understand that, by signing this form, I am confirming my authorization that my health care provider may disclose to Madison National Life Insurance Company the protected health information described in this form.
Signature: You will be prompted for your signature at a later date.
Date: The date will be filled upon receiving their signature.

FRAUD WARNINGS

WARNING: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit, or knowingly presents false information in an application for insurance may be guilty of a crime and subject to fines, confinement in prison and/or denial of insurance benefits. This warning applies to the following states: Alabama, Alaska, Arkansas, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming.
ARIZONA WARNING: For your protection Arizona law requires the following statement to appear on this form. Any person who knowingly presents a false or fraudulent claim for payment of a loss is subject to criminal and civil penalties.
CALIFORNIA WARNING: For your protection California law requires the following to appear on this form: Any person who knowingly presents a false or fraudulent claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state prison.
COLORADO WARNING: WARNING: It is unlawful to knowingly provide false, incomplete, or misleading facts or information to an insurance company for the purpose of defrauding or attempting to defraud the company. Penalties may include imprisonment, fines, denial of insurance, and civil damage. Any insurance company or agent of an insurance company who knowingly provides false, incomplete, or misleading facts or information to a policyholder or claimant for the purpose of defrauding or attempting to defraud the policyholder or claimant with regard to a settlement or award payable from insurance proceeds shall be reported to the Colorado division of insurance within the Department of Regulatory Agencies.
DISTRICT OF COLUMBIA WARNING: WARNING: It is a crime to provide false or misleading information to an insurer for the purpose of defrauding the insurer or any other person. Penalties include imprisonment and/or fines. In addition, an insurer may deny insurance benefits, if false information materially related to a claim was provided by the applicant.
FLORIDA WARNING: WARNING: Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application containing any false, incomplete, or misleading information is guilty of a felony of the third degree.
GEORGIA WARNING: WARNING: Any person who knowingly and with intent to defraud any insurance company or other person files an application for insurance or a statement of claim containing any materially false information, or, for the purpose of misleading, conceals information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime and subjects such person to criminal and civil penalties.
KANSAS WARNING: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit, or knowingly presents false information in an application for insurance may be guilty of fraud, as determined by a court of law, and subject to fines, confinement in prison and/or denial of insurance benefits.
KENTUCKY WARNING: WARNING: Any person who knowingly and with intent to defraud any insurance company or other person files a statement of claim containing any materially false information or conceals, for the purpose of misleading, information concerning any fact material thereto commits a fraudulent insurance act, which is a crime.
LOUISIANA WARNING: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit, or knowingly presents false information in an application for insurance may be guilty of a crime and subject to fines, and confinement in prison.
MAINE WARNING: It is a crime to knowingly provide false, incomplete or misleading information to an insurance company for the purpose of defrauding the company. Penalties may include imprisonment, fines or a denial of insurance benefits.
MARYLAND WARNING: WARNING: Any person who knowingly or willfully presents a false or fraudulent claim for payment of a loss or benefit or who knowingly or willfully presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison.
NEW HAMPSHIRE WARNING: WARNING: Any person who, with a purpose to injure, defraud or deceive any insurance company, files a statement of claim containing any false, incomplete or misleading information is subject to prosecution and punishment for insurance fraud, as provided in RSA 638:20.
NEW JERSEY WARNING: Any person who knowingly files a statement of claim containing any false or misleading information is subject to criminal and civil penalties.
NEW YORK WARNING: Any person who knowingly and with intent to defraud any insurance company or other person files an application for insurance or statement of claim containing any materially false information, or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime and shall also be subject to a civil penalty not to exceed $5,000 and the stated value of the claim for each such violation.
OREGON WARNING: WARNING: Any person who knowingly and with intent to defraud or solicit another to defraud an insurer by submitting an application, or by filing a claim containing a false statement as to any material fact, may be violating state law.
PENNSYLVANIA WARNING: WARNING: Any person who knowingly and with intent to defraud any insurance company or other person files an application for insurance or statement of claim containing any materially false information or conceals for the purpose of misleading, information concerning any fact material thereto commits a fraudulent insurance act, which is a crime and subjects such person to criminal and civil penalties.
TENNESSEE WARNING: WARNING: It is a crime to knowingly supply false, incomplete, or misleading information to an insurance company for the purpose of defrauding the company. Penalties include imprisonment, fines, and denial of insurance benefits.
WASHINGTON WARNING: WARNING: It is a crime to knowingly provide false, incomplete, or misleading information to an insurance company for the purpose of defrauding the company. Penalties include imprisonment, fines, and denial of insurance benefits.
Signature: You will be prompted for your signature at a later date.
Date: The date will be filled upon receiving their signature.