Ownership/DOB/SSN Statement Quiz

Froggy Jumps

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Insurance certs & ownership rules

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Sharon

United States

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Froggy Jumps Ownership/DOB/SSN Statement QuizOnline version Insurance certs & ownership rules by Sharon 1 At what age does ownership automatically transfer to the insured? a 18 b 21 (In NY age 16) c 25 2 If the insured is under 21, the current applicant has the option to: a do nothing with the certificate. b take a vacation. c give ownership to a different adult applicant with a form. 3 Which queue helps with questions on certificate ownership, SSN and DOB updates? a Premium Services b Claim c MS Certificate Services 4 What is required when a deceased applicant is reported and the insured was under 16? a Nothing, the child under 16 can own the certificate. b A new adult applicant to own the certificate until insured turns 21. c A Power of Attorney. 5 If the insured was 16 or older when the applicant passed, who may take control? a The insured b The original applicant c The Beneficiary 6 What if the date of birth given does not match VALU? a Submit through Certificate Services - DOB Update. b Look at www.USCensus.gov c Ask caller to provide birth certificate. 7 The Authorization to Release Information form: a Allows authorized person to make changes on the certificate. b Replaces a Power of Attorney document. c Allows us to speak with listed person and is good for 1 year. 8 Which is NOT an option if we don't have the certificate owner calling: a Ask if the owner is able to join the call, to verify and give permission. b Ask if owner could call later or log into modernwoodmen.org. c We can release personal information to a non-owner who pays for the certificate. 9 What is the purpose of the Certification of Insurance? a To transfer ownership automatically b To provide a current statement and beneficiary listing c To nominate a new beneficiary 10 What if the certificate owner gives a different Social Security number? a Submit via Certificate Services - SSN Update b Ask for a copy of their Social Security Card for proof. c Ask for a copy of their driver's license. 11 A CURRENT statement/illustration shows: a Certificate values as of the day the statement is ordered. b Certificate values as of LAST anniversary/register month. c We are not able to order a current statement.

Froggy Jumps

Ownership/DOB/SSN Statement QuizOnline version

Insurance certs & ownership rules

by Sharon

At what age does ownership automatically transfer to the insured?

21 (In NY age 16)

If the insured is under 21, the current applicant has the option to:

do nothing with the certificate.

take a vacation.

give ownership to a different adult applicant with a form.

Which queue helps with questions on certificate ownership, SSN and DOB updates?

Premium Services

Claim

MS Certificate Services

What is required when a deceased applicant is reported and the insured was under 16?

Nothing, the child under 16 can own the certificate.

A new adult applicant to own the certificate until insured turns 21.

A Power of Attorney.

If the insured was 16 or older when the applicant passed, who may take control?

The insured

The original applicant

The Beneficiary

What if the date of birth given does not match VALU?

Submit through Certificate Services - DOB Update.

Look at www.USCensus.gov

Ask caller to provide birth certificate.

The Authorization to Release Information form:

Allows authorized person to make changes on the certificate.

Replaces a Power of Attorney document.

Allows us to speak with listed person and is good for 1 year.

Which is NOT an option if we don't have the certificate owner calling:

Ask if the owner is able to join the call, to verify and give permission.

Ask if owner could call later or log into modernwoodmen.org.

We can release personal information to a non-owner who pays for the certificate.

What is the purpose of the Certification of Insurance?

To transfer ownership automatically

To provide a current statement and beneficiary listing

To nominate a new beneficiary

What if the certificate owner gives a different Social Security number?

Submit via Certificate Services - SSN Update

Ask for a copy of their Social Security Card for proof.

Ask for a copy of their driver's license.

A CURRENT statement/illustration shows:

Certificate values as of the day the statement is ordered.

Certificate values as of LAST anniversary/register month.

We are not able to order a current statement.

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Ownership/DOB/SSN Statement Quiz

Froggy Jumps

About this activity

Created by

Download the paper version to play

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Ownership/DOB/SSN Statement QuizOnline version

by Sharon

At what age does ownership automatically transfer to the insured?

If the insured is under 21, the current applicant has the option to:

Which queue helps with questions on certificate ownership, SSN and DOB updates?

What is required when a deceased applicant is reported and the insured was under 16?

If the insured was 16 or older when the applicant passed, who may take control?

What if the date of birth given does not match VALU?

The Authorization to Release Information form:

Which is NOT an option if we don't have the certificate owner calling:

What is the purpose of the Certification of Insurance?

What if the certificate owner gives a different Social Security number?

A CURRENT statement/illustration shows:

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