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L
laurases Asked December 2014

How do I get insurance surrender values when Mom is unable to give consent?

Medi-cal wants cash surrender values for whole life ins policies, but Mom has dementia and is unable to write her name or give verbal ok to the insurance co to give me the necessary info. How can I get this info from the insurance co? I do not have power of attorney.

pamstegma Dec 2014
Mom should have annual statements from these companies. You give copies of the policies to Medi-Cal and they should be able to get this info. You also ask for a county social worker to help you.

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