Chris Humphrey Private Wealth Management is a Certified Practicing Accountant (CPA) practice. Chris Humphrey is a SMSF Specialist Advisor™
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Name:
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Health Questionnaire
Life Insurance Details
Title:
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Please Select...
Mr
Mrs
Ms
Miss
Dr
Given Name(s):
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Surname:
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Date of Birth
(day)
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Date of Birth (year)
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Gender:
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Male
Female
Address:
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Suburb:
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State:
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Postcode:
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Home Phone Number:
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Work Phone Number:
Mobile Phone Number:
Email Address:
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Marital Status:
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Please Select...
Single
Married
Defacto
Divorced
Widowed
Country of Birth:
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Insurance Product
Insurance Product:
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Life
TPD
Trauma
Income Protection
Occupation
What is your occupation (and industry)?
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Details of relevant qualifications held
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Brief summary of duties?
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Work hours per week?
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Percentage of manual work (including driving)?
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Currernt annual work earnings before tax?
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Height/Weight
What is your height?
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What is your weight?
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Smoking
In the last 12 months have you smoked tobacco or any other substance, or used any nicotine containing product?
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Yes
No
Alcohol
On average how many standard glasses of alcohol do you consume per day?
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Yes
No
Travel
Have you any intention of living or travelling outside of Australia/New Zealand?
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Yes
No
Hazardous Pursuits
Do you, or are you likely to, take part in any hazardous activities? Examples of hazardous activities include: private aviation, motor sports, scuba diving, sailing, body contact sports such as martial arts or football and recreations involving heights or underground activities?
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Yes
No
Are you a member of the armed forces either full or part time?
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Yes
No
Existing or Pending Cover
Excluding this application, do you have or are you applying for life cover, medical recovery insurance or disability cover which you are not replacing? If yes, please provide details of insurer, sum insured and commencement date.
Have any proposals for life, medical recovery, total permanent disablement or disability cover in your life ever been declined, deferred or offered on non-standard terms?
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Yes
No
Have you ever received compensation payments for an accident, sickness or disability or is there a current claim being made?
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Yes
No
Family History
Have any of your natural parents, brothers or sisters, suffered or died before the age of 65 from any of the following:
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Alzheimer's disease
Breast and/or Ovarian Cancer
Colo-rectal Cancer (including polyposis of the colon)
Diabetes
Huntington's Chorea
Multiple Sclerosis
Adult Polycystic Kidney Disease
Ischaemic Heart Disease and/or Cerebrovascular Disease (eg heart attack, angina, stroke, TIA)
Hypertrophic Cardiomyopathy
Parkinson's Disease
Any other hereditary disorder
Medical History
Do you, or have you had, any of the following:
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Any disorder or disease of the heart, circulatory problems or chest pains including high blood pressure, stroke, brain haemorrhage, embolism or raised cholesterol
Diabetes or raised blood sugar levels
Kidney, urinary, prostate or bladder disorders
Stomach, bowel, pancreas or liver disorders
Any benign or malignant cancer, tumour, lump, skin lesion, cyst, or growth of which you are aware or for which you have sought medical advice or treatment
Asthma, bronchitis or respiratory disorder
Epilepsy, fits, convulsions or blackouts
Numbness, tingling, altered sensation, tremor, double vision or problems with balance or co-ordination
Any form of paralysis
Multiple Sclerosis
Eye or ear disease (other than minor defects corrected by spectacles, lenses)
Back, spinal or any other joint problems
Rheumatoid arthritis or arthritis
Repetitive strain injuries
Depression, anxiety, stress, chronic fatigue, suicide attempt
Have you ever used illegal drugs or received advice and/or counselling for excess alcohol consumption from any health professional?
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Yes
No
Females Only
Have you ever had any complications with pregnancy or childbirth?
Yes
No
If yes, please provide details:
Are you currently pregnant?
Yes
No
Have you ever had an abnormal cervical smear test(PAP), breast ultrasound or mammogram?
Yes
No
If yes, please provide details:
Have you ever had any symptoms of or sought advice or treatment for any condition of the cervix, ovary, uterus, breast or endometrium?
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Yes
No
If yes, please provide details:
Other Medical
Have you ever tested positive for HIV/AIDS, Hepatitis B or C, or any other sexually transmitted illness or are you awaiting the results of such a test (other than for this application)?
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Yes
No
Waiting for results
Have you in the last five years been absent from work or your place of study for a period of greater than five days through any illness or injury not previously disclosed in this application?
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Yes
No
Are you suffering from any symptoms of illness, undergoing counselling, taking pills, drugs or medicine, have you any physical defect or infirmity, or in the last five years have you undergone any medical investigation or test (eg generic test, mammogram)?
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Yes
No
Do you contemplate seeking medical advice, investigation or treatment (including surgery) for any current health problem not already disclosed?
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Yes
No
Doctor Details
First Name:
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Surname:
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Clinic/Surgery Name:
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Street Address:
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Suburb:
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State:
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Postcode:
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Phone:
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How long have you been with this Doctor:
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Beneficiaries
Name:
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Relationship:
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Date of Birth
(day)
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Date of Birth (month)
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Date of Birth (year)
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Percent of Benefit:
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Name:
Relationship:
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Date of Birth (month)
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January
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Date of Birth (year)
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Percent of Benefit: