03/30/2001
ALSC LIFE CLAIMLOSS =PORT- Allstate Life Insur..1ce Company
1 of 2
Loss Reported: 05/29/2001 4:43PM
CLAIM #: 774-802-865 °
Handler: Dave Glodowski
Loss Taker: Lorraine Conain
Deceased: Jill Wells oo
266 University Drive Married Date of Death: 05/28/2001 4
Woodland Parks, CO 80863 Date of Birth: 09/10/1963
sv:
Cause of Death: 24.0 Other Accident
Policy Number: 798397993 Paid to Date: 04/27/2001 Face Amount: 100,000.00
Plan Code: D380 ULP92 Basic Reserve: 100,000.00
Effective Date: 06/07/1994 Primary Plan Code: DBO1 ADB Reserve:
Policy Date: 09/27/1995 LOB: 1736 Other Reserve: 50,000.00
RO/State: 29 CO Premium Balance: 0.00
Agent Info: (29315) - ASPEN INSURANCE SER INC, - (719) 687-2744
Resources
Riders
Primary Insured Term Rider
aneficiary:
Mike Wells
266 University Drive
‘Woodland Parks, CO 80863
Phone: (719) 687-9462
SRaanaes 190m fy ad Beem
|co-sPRincs;€0-80904 boadllen’ PLC poe Proceeds: Unknown
Relationship: AOR - Dawn M Roberts
4007 v9) NO. Sn Coss Cents Tre SPSOIOT B P-
Disabitty Claim vES/SOF Pilicy File Requested03/30/2001
ALSC LIFE CLAIMLOSS =PORT- Allstate Life Insura.1ce Company 2of2
CLAIM #: 774-802-865
Deceased: Jill Wells
Loss Reported: 03/29/2001 4:43PM
Handler: Dave Glodowski
Loss Taker: Lorraine Connin
Female
266 University Drive Married Date of Death: 03/28/2001
Woodland Parks, CO 80863 Date of
rth: 08/10/1963
SSN: 494-80-3945
Cause of Death: 24.0 Other Accident
Diary
3/29/01 4:52:28PM Reference LBL claim number 248 000 367.
3/29/01 4:55:44PM_ Loss reported to claim unit by LBL underwriter Mark Knuth (1-800-525-2799, 7404), LBL policy
umber LV706350. The agent, Dawn M Roberts, faxed a letter to Mark notifying him of the insureds
death which was reportedly due to an accidental gun shot. Therefore, the cause was coded as other
accident (24.0). The policy was being underwritten atthe time ofthe insureds death,
Per Mar, the Allstate policy was to be replaced by the LBL policy via 1035 Exchange. There is no
change pending on the Allstate policy indicating the 1035 request has been received.
3/29/01 4:55:48PM Increased Reserve For Special Rider For ($750,000.00)
3/25/01 4:36:01PM_ Policy File: 798397993 Auto-Ordered From Central Files
3/30/01 8:56:55A Claim Reassigned From: Dever, Janet To: Dave Glodowski
3/80/01 9:30:51A Modified Reserve: RELEASED: GENERAL Bucket: OTHER Amount: $750,000.00
3/30/01 9°32:20A Modified Reserve: OPENED Bucket: OTHER Amount: $100,000.00
0/01 9:33:05 Corrected OTHER reserve amount, The Allstate policy has PITR for $100,000.00.