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NL-W-00418827

personas/retired-couple/files/finance/life-policy-ray-statement.pdf
documentlook: clean style: statement1 pages render unknown

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130 words

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                                                                                   2200 Fjordview Avenue
                                                                                         Fargo, ND 58102

Norhaven Life Assurance Society                                                            (844) 555-0127
                                                                                     norhavenlife.example




Whole Life Policy - Annual Statement
Policy number: NL-W-00418827

Insured and owner: Raymond C. Ostrander

Policy date: September 18, 1989

Statement for the policy year ending: September 18, 2026

                                                                                             Amount

 Face amount                                                                            $150,000.00

 Paid-up additions bought with dividends                                                  $18,640.00

 Total death benefit                                                                    $168,640.00

 Guaranteed cash value                                                                    $58,115.00

 Cash value of paid-up additions                                                           $9,347.62

 Total cash surrender value                                                               $67,462.62

 Policy loans                                                                                   $0.00

 Dividend credited this year, used to buy paid-up additions                                $1,284.30

 Annual premium, due each September 18                                                     $2,340.00


Beneficiaries
                                                                                         Beneficiary

 Primary                                                       Margaret A. Ostrander, spouse, 100%

 Contingent                   The trustee of the Ostrander Family Revocable Trust dated May 14, 2019

This policy has no maturity or expiration date. It stays in force as long as premiums are paid.


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Values from records

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The record values this file is made from: the ones its text names with {{record.field}}, and the fields its template reads. A value here is in the file's source; whether it is readable depends on the look.

ValueNow
life-policy-ray.policy_number NL-W-00418827
life-policy-ray.insured_value 150000
life-policy-ray.annual_premium 2340

The values at render time were not recorded: the file was rendered before files/rendered.json existed. Rendering it again records them.

Planted

someone_elses Peg and Ray each have one of nearly everything, an IRA statement included. Both take atorvastatin, at different doses. Only Peg's health care power of attorney is scanned. "My" means Peg's.

only_in_file The facts kept in one file and nowhere else. The long-term care daily benefit ($272.27) is only on the schedule. The life policy's cash value is only on its statement. The cabin's wind deductible ($7,700) and its theft and tree limits are only on its declarations. The house policy's jewelry sublimit, water backup limit and the rule about leaving the house empty in winter (condition 6.4, on page 5 of 8) are only in the policy. Ray's LDL of 68 is only on the lab sheet. Adjusted gross income for 2025 ($116,640) and for 2024 ($109,870) is only in each year's summary. The truck's title number is only on the title (that there is no lien also follows from the purchase receipt's "no loan"). The value of Peg's IRA is only on its statement. The septic system's design and the county's three-year pumping rule are only on the permit.

attachments.yaml
record: life-policy-ray
template: document
style: statement
org:
  name: Norhaven Life Assurance Society
  lines:
  - 2200 Fjordview Avenue
  - Fargo, ND 58102
  phone: '8445550127'
  web: norhavenlife.example
  color: '#23395b'
title: Whole Life Policy - Annual Statement
body: '**Policy number:** {{life-policy-ray.policy_number}}


  **Insured and owner:** Raymond C. Ostrander


  **Policy date:** September 18, 1989


  **Statement for the policy year ending:** September 18, 2026


  | | Amount |

  |---|---|

  | Face amount | {{life-policy-ray.insured_value|money}} |

  | Paid-up additions bought with dividends | $18,640.00 |

  | Total death benefit | $168,640.00 |

  | Guaranteed cash value | $58,115.00 |

  | Cash value of paid-up additions | $9,347.62 |

  | Total cash surrender value | $67,462.62 |

  | Policy loans | $0.00 |

  | Dividend credited this year, used to buy paid-up additions | $1,284.30 |

  | Annual premium, due each September 18 | {{life-policy-ray.annual_premium|money}} |


  ## Beneficiaries


  | | Beneficiary |

  |---|---|

  | Primary | Margaret A. Ostrander, spouse, 100% |

  | Contingent | The trustee of the Ostrander Family Revocable Trust dated May 14, 2019 |


  This policy has no maturity or expiration date. It stays in force as long as premiums are paid.

  '