---
title: Application & Case Glossary of Terms
description: Here is a glossary of terms related to Core applications and cases:
---

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# Application & Case Glossary of Terms

## Here is a glossary of terms related to Core applications and cases:

#### **Carrier/Product Information**

**Signed State:** The location where the application was signed.

**Signed Date:** The specific date when the application was signed.

**Resident State:** The state in which the client lives.

**Plan Type:** The category or type of the product.

**Plan Name:** The specific name of the product.

**App Type:**  The method by which the application was submitted. 

#### Rider Information

**Rider:** An additional provision added to the policy that provides extra benefits or coverage.

#### Underwriting Class

**Class**: The UW class available on a carrier will be available to select from the dropdown menu

**Table Rating:** This applies to applicants who fall into a substandard underwriting class.

**Flat Extra Amount:** An additional premium charged on top of the standard premium.

**Flat Extra Years:** The period during which the flat extra amount is applied. 

**Offer Type:** The type of insurance offer made to the applicant. 

#### Cash With App

**Amount**: The specific sum of money associated with the application.

**Method**: How the payment is made.

**Fund Source**: The origin of the funds used for the payment. 

#### Rate Lock Details - Annuities

**Guaranteed Rate:** The interest rate that is assured and will not change for the duration specified under the rate lock.

**Rate Hold Duration**: Choose the specific period for which the rate lock will be in effect.

**Estimated Rate Lock Date**: The estimated date for when the rate lock begins.

**Initial Interest/Term**: The interest rate or term that applies at the start of the policy.

**Guaranteed Rate Lock**: The actual date for when the rate lock begins.

#### Benefits - Disability

**Benefit Amount**: The specific sum of money paid out to the insured.

**Benefit Amount Lump Sum**: A one-time payment of a specified amount provided to the insured.

**Facility Elimination Period**: The waiting period that must pass after a disability occurs before the benefits begin to be paid.

**Guaranteed Insurability**: A policy feature that allows the insured to increase their coverage amount.

#### Rate Details - Linked Benefit

**Guaranteed Rate**: The fixed interest rate that is assured for a specific period.

**Initial Interest**: The interest rate applied at the beginning of the policy.

**Term**: The duration for the interest rate.

#### Benefits - Linked Benefit and Long Term Care

**Facility Type**: The type of care facility covered under the policy.

**Home Healthcare Type**: Home-based care services covered under the policy.

**Benefit Amount**: The specific amount paid out for the care.

**Elimination Period**: The waiting period before benefits begin.

**Benefit Period Duration**: The length of time that benefits will be paid for under the policy.

#### Case Details

**Purpose of Coverage**

**Policy Date**: The effective date of the policy, marking the beginning of coverage. 

**Policy Issue Date**: The date the carrier formally issues the policy.

**Inforce App Date**: The date when the carrier puts the policy In-Force.

**Submit to Carrier Date**: The date the application is sent to the carrier for review.

**Open Date**: The date when the case was initiated in the system. 

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