The Insurance Lookup is used to search for information regarding an entity's insurance policy.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
|
Sub Type |
The type of planned giving instrument you wish to look up. Values in this drop-down list are validated against the tms_instrument_type table (TO). |
|
Policy |
The type of insurance policy you wish to look up. Values in this drop-down list are validated against the tms_policy_type table (TV). |
|
Policy No. |
The number of the insurance policy you wish to look up. |
|
Status |
The status of the insurance policy you wish to look up. Values in this drop-down list are validated against the tms_insurance_status table (TW). |
|
Premium Frequency |
The premium frequency for premiums on the policy you wish to look up. Values in this drop-down list are validated against the tms_payout_frequency table (TU). |
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Borrowed |
This field indicates whether the policy has been borrowed against. Hard-coded values include Borrowed, Not Borrowed, and ALL. |
|
Rep Type |
The type of professional representative who worked with the entity to arrange the insurance information you wish to look up. Values in this drop-down list are validated against the tms_contact_person_type table (TT). |
|
Rep ID |
The Advance entity ID number of the representative of the entity for the insurance policy you wish to look up. |
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Staff ID |
The Advance entity ID number of the staff member working with the entity during the insurance transaction you wish to look up. |
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Payor ID |
The Advance entity ID number of the entity paying the premiums on the insurance policy you wish to look up. |
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Company |
The Advance entity ID number of the insurance company that issued the policy you wish to look up. |
|
Payout Factor |
The percentage representing the amount of the policy paid to the beneficiaries. When looking up the payout factor amount, enter this number as a decimal. The system will convert it to a percent and display it back to you. For example, enter .25 for 25% and .5 for 50%. Be careful: if you type 25, it will become 2500%. |
|
Comment |
A general comment related to the insurance policy you wish to look up. |
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Start Date |
The start date of the policy you wish to look up. |
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Stop Date |
The stop date of the policy you wish to look up. |
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Face Value |
The value of the policy you wish to look up, at the time that the policy was implemented. |
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Agreed Value |
The value agreed on for the gift of the life insurance you wish to look up. |
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Premium Amt |
The amount of each premium payment being made on the insurance policy you wish to look up. |
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Premium Date
|
The date of each premium payment being made on the insurance policy you wish to look up. |
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Remainder |
The remaining amount on the insurance policy that you wish to look up. |
|
Realized Amt |
The realized amount of the policy you wish to look up. |
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Realized Date |
The date the institution received the realized amount you wish to look up. |