A Form 1048 is an IRS form that can be used by estate executors to report the estate's income and deductions. The form is also used to calculate the estate's tax liability, and to report any distributions made from the estate. The form must be filed with the IRS within nine months of the date of death. Learn more about how to complete Form 1048 in this article. The IRS Form 1048 is a document used to submit certain information regarding an individual’s estate after they have passed away. This includes what was earned or received through the estate as well as any money paid out in regards to it such as funeral expenses or charitable donations. It is important that this paperwork be filled out correctly and on time, usually within 9 months of when the individual has died, in order to avoid penalties from Uncle Sam. Let’s take a quick look at what exactly goes into completing a 1048 form so you are better prepared if one should become necessary for your loved ones Estate Plan documen
Question | Answer |
---|---|
Form Name | Form 1048 Aps O |
Form Length | 3 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 45 sec |
Other names | s5_010459 attending physician disability questionnaire form |
Ins tructions
1 . Pleas e PR INT.
2 . Part 1 to be completed by patient.
3 . Part 2 to be completed by phys ician.
4. Any charge for completing this form is the patient’s responsibility.
Attending Physician’s Statement For Disability Benefits
TO ALLOW US TO MAKE AN ASSESSMENT OF YOUR PATIENT’S CLAIM
IT IS IMPERATIVE THAT YOU ANSWER ALL OF THE QUESTIONS IN FULL.
Policy and Certificate No.
Part 1: Patient Authorization
Name
Date of Birth (day, month, yea r)
Addres s (number, s treet, city, province, pos tal code)
I certify that the above statements are true and I hereby authorize The Canada Life Assurance Company and its authorized agents, including its legal representatives and investigators to obtain, receive, examine, copy and disclose any records or knowledge of me or my health, INCLUDING CONSULTATION REPORTS, from, or give to, any employer, physician, medical practitioner, hospital, clinic, attorney, investigative agency, insurance company and insurance support organization.
The purpose for which this information is collected is: i) to adjudicate my claim, ii) for the employer’s and policyholder’s statistical purposes, and iii) for whatever purposes the employer, policyholder and insurer so require.
A photographic copy of this authorization shall be as valid as the original. I hereby authorize the use of my Social Insurance Number for the administration of the benefits under this group policy.
Patient’s Signature
Date (day, month, year)
Part 2: Attending Physician’s Questionnaire
1.DIAGNOSIS OF PRESENT CONDITION
Primary __________________________________________________________________________________________________________________________
Secondary _______________________________________________________________________________________________________________________
Has patient had same or similar condition in the past? |
|
|
|
|
Yes No |
If “Yes”, provide date(s) (day, month, yea r) |
____ /____ /____ |
____ /____ /____ |
____ /____ /____ |
Date first seen ____ /____ /____ Date last seen____ /____ /____ Frequency of visits: Weekly |
Monthly Other _____________________ |
Other treating physicians ___________________________________________________________________________________________________________
2.SYMPTOMS
Pain in the (cervical, thoracic, lumbosacral) area |
Stiffness or impaired range of motion |
||
|
(circle one or more) |
|
|
Subjective weakness or incoordination |
Parasthesias or sensory disturbance in radicular or dermatomal pattern in the |
||
|
|
|
(arms(s), leg(s), trunk) (circle one or more) |
Other (please specify) __________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
3.PHYSICAL FINDINGS
Distinct muscle spasm
Loss or distortion of normal spine curves
Neurological deficits: Power |
Yes |
No |
If yes, explain _____________________________________________________________ |
||
Sensory Loss |
Yes |
No |
If yes, explain _____________________________________________________________ |
||
Reflexes |
Yes |
No |
If yes, explain _____________________________________________________________ |
Specific reliable and reproducible signs (please list) ________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Limitation of movement: |
|
|
|
Forward flexion ________ degrees |
Rotation ________ degrees |
Lateral flexion ________ degrees |
SLR ________ degrees |
Limitations preventing return to work _______________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
4.TREATMENT
Medication: (dose/frequency/date) __________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Physiotherapy (type/frequency/date) _________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Please specify if done in clinic, hospital or home ______________________________________________________________________________________
Surgery Date (past): Day _____ Month _____ Year_____ Type: ________________________________________________________________________
Surgery Date (future): Day _____ Month _____ Year _____ Type: _______________________________________________________________________
1048
5. RESULTS OF LABORATORY TESTS |
Dates |
||
____________________________________________________________________________________ |
____ /____ /____ |
____ /____ /____ |
|
Cat Scan/MRI ____________________________________________________________________________ |
____ /____ /____ |
____ /____ /____ |
|
EMG Studies ______________________________________________________________________________ |
____ /____ /____ |
____ /____ /____ |
|
Other |
____________________________________________________________________________________ |
____ /____ /____ |
____ /____ /____ |
Is patient compliant with prescribed measures? Yes No |
|
|
PLEASE ATTACH COPIES OF RELEVANT TEST RESULTS
6.RESTRICTIONS AND LIMITATIONS
|
|
|
Total hours |
|
|
|
|
|||
Functional capacity: |
SITTING |
8 |
7 |
6 |
5 |
4 |
3 |
2 |
1 |
_____________________________________________________________Other |
|
STANDING |
8 |
7 |
6 |
5 |
4 |
3 |
2 |
1 |
_____________________________________________________________Other |
|
WALKING |
8 |
7 |
6 |
5 |
4 |
3 |
2 |
1 |
_____________________________________________________________Other |
What specific factors, if any, interfere with the patient’s ability to sit, stand or walk? _______________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
What devices might improve the patient’s ability to sit, stand or walk? ___________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
|
Patient is able to: |
Yes/no |
|
Frequency |
|
Duration |
|
|
|
||||
|
|
|
|
|
|
|
|
Drive |
|
|
|
|
|
|
|
|
|
|
|
|
|
Crouch |
|
|
|
|
|
|
|
|
|
|
|
|
|
Balance |
|
|
|
|
|
|
|
|
|
|
|
|
|
Bend |
|
|
|
|
|
|
|
|
|
|
|
|
|
Twist |
|
|
|
|
|
|
|
|
|
|
|
|
|
Stoop |
|
|
|
|
|
|
|
|
|
|
|
|
|
Kneel |
|
|
|
|
|
|
|
|
|
|
|
|
|
Squat |
|
|
|
|
|
|
|
|
|
|
|
|
|
Climb Stairs |
|
|
|
|
|
|
|
|
|
|
|
|
|
Reach at shoulder level |
|
|
|
|
|
|
|
|
|
|
|
|
|
Reach above shoulder level |
|
|
|
|
|
|
|
|
|
|
|
|
|
Reach below shoulder level |
|
|
|
|
|
|
|
|
|
|
|
|
7.PROGNOSIS
When do you anticipate the patient can return to work? ____ /____ /____
Own occupation: ____ /____ /____ |
Any occupation: ____ /____ /____ |
Or, if unable to determine, |
Is there any restriction you would like to see placed on patient’s return to work? |
Yes No Please comment ________________________ |
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Assessment and treatment are complicated by:
Significant emotional or behavioral disorder such as depression, anxiety, etc.
Exaggeration, inconsistent findings, subjective complaints out of proportion to objective findings, bizarre or contradictory observations
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Other (please describe) _________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Rehabilitation: |
a) Is patient a suitable candidate for medical rehabilitation services? |
Yes |
No |
||
|
b) Is patient a suitable candidate for vocational rehabilitation? |
Yes |
No |
c)If yes, please specify _________________________________________________________________________________________
______________________________________________________________________________________________________________
Additional comments ______________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
_________________________________________________________________________________________________________________________________
Name of attending physician (pleas e print) |
Specialty |
Telephone no. (including area code) |
||
|
|
( |
) |
— |
|
|
|||
|
|
|
||
Address (number, s treet, city, province, pos tal code) |
|
Fax no. (including area code) |
||
|
|
( |
) |
— |
|
|
|
|
|
Signature |
MD. |
|
Date (day, month, year)
Submit to: The Canada Life Assurance Company, Group Creditor Disability/Life Claims Department 330 University Avenue, Toronto ON M5G 1R8
Telephone (416)