Disability & Long-Term CareQuestion 253 of 315

Under a California tax-qualified long-term care insurance policy, benefits are triggered when the insured cannot perform without substantial assistance how many of the six Activities of Daily Living (ADLs)?

a.At least 1 of the 6 ADLs
b.At least 3 of the 6 ADLs
c.At least 2 of the 6 ADLs, OR has a severe cognitive impairment
d.All 6 of the 6 ADLs

Explanation

Under HIPAA's federal definition adopted by California (Insurance Code §10232.92), a tax-qualified LTC policy is triggered when a licensed health care practitioner certifies that the insured is 'chronically ill' — meaning unable to perform without substantial assistance at least 2 of 6 ADLs (eating, bathing, dressing, toileting, transferring, continence) for at least 90 days, OR has a severe cognitive impairment requiring substantial supervision (e.g., Alzheimer's disease). Option A would be too easy a trigger. Option B (3 of 6) is incorrect — the federal standard is 2 of 6. Option D would make the benefit nearly impossible to reach. The cognitive-impairment alternative is critical: an Alzheimer's patient may be physically capable of all 6 ADLs but still need LTC.

Law Reference: Cal. Ins. Code §10232.92 (LTC benefit triggers)

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