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LTCP Protected Assets (DHS-5426C)

The LTCP Protected Assets (DHS-5426C) (PDF) is sent to clients who have a qualified Partnership policy and may be eligible to protect assets. The form allows the clients to list which assets they want to protect and the value of the assets.  

You must enter the following information on the form before sending it to a client at the time of initial asset protection:

• The PAL amount on the first and second pages.
• The date the form must be returned.

To Do: Take a few minutes to review the form.

 

Page 5

LTCP Forms

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