LTCP Protected Assets Review (DHS-5426D)
The LTCP Protected Assets Review (DHS-5426D) (PDF) is sent to a client at the time of the annual renewal. The client uses the form to report the current value of protected assets, and if the assets were sold, transferred or depleted.
Remember!You must complete the following information on the form before sending it to a client:
- The PAL amount on page 1.
- The return date on page 2. (30 days).
- Information requested in Tables 1 and 2 on page 3.
- Notes as needed on the bottom of page 4.
To Do: Take a few minutes to review the form.
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LTCP Forms