• Increase Text Icon
  • Decrease Text Icon
  • Email Icon
  • Print this page
You are here: Home . health . lhlcallindex

Long-Term Care Data Call Index Page

Reporting period – January 1, 2017, to December 31, 2017

Report due date – June 30, 2018

This page contains the following sections:



Background Information

As specified by 28 TAC §3.3837, insurers that issued or marketed long-term care insurance in Texas during the reporting year are required to report the following information to TDI:

  • policy or certificate replacements and lapses (LHL562);
  • policy, contract, or certificate rescissions (LHL563);
  • claim denials (LHL564);
  • partnership and non-partnership plans sold (LHL565); and
  • suitability data (LHL566).

Insurers will submit reports based on the following criteria:

  • If an insurer issued and marketed long-term care insurance in Texas during the reporting year, all five forms must be submitted—LHL562, LHL563, LHL564, LHL565, and LHL566.
  • If an insurer only issued long-term care insurance in Texas during the reporting year, four of the forms must be submitted—LHL562, LHL563, LHL564, and LHL566.
  • If an insurer only marketed long-term care insurance in Texas during the reporting year, one of the forms must be submitted—LHL565.

All reporting applies to riders for group and individual annuities and life insurance policies that provide long-term care insurance.

All reporting does not apply to life insurance policies:

  • that accelerate the death benefit for one of more of the qualifying events of terminal illness, medical conditions requiring extraordinary medical intervention, or permanent institutional confinement; and
  • that provide the option of a lump-sum payment for those benefits; and
  • where neither the benefits nor the eligibility for the benefits is conditioned upon the receipt of long-term care.


Instructions

Data Collection Instructions  (PDF) – will be added later



Reporting Forms

LHL562  (PDF) – will be added later

LHL563  (PDF) – will be added later

LHL564  (PDF) – will be added later

LHL565  (PDF) – will be added later

LHL566  (PDF) – will be added later



Additional Resources

Long-Term Care Data Call FAQs  (PDF)

Long-Term Care definitions are in 28 TAC §3.3804.


 



For more information, contact:

Last updated: 01/04/2018

Contact Information and Other Helpful Links