Get Lic Agent Confidential Report 2020-2025

This guide provides a clear and comprehensive overview of how to accurately fill out the Lic Agent Confidential Report online. Follow the steps outlined below to ensure that all necessary information is correctly provided for efficient processing.

Follow the steps to complete the Lic Agent Confidential Report

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the agency code, club membership, and license number as required at the top of the form. Ensure that these details are accurate to avoid processing delays.
3. Enter the date of expiry for the license. This should be the date when the licensing expires, formatted as MM/DD/YYYY.
4. Provide the name of the proposer clearly. Include the full legal name as it appears in official documents.
5. Indicate the age of the proposer at the time of filling out the report. This should be in complete years.
6. Detail the date when you met the proposer. This information helps in establishing a relationship timeline.
7. State whether you are related to the proposer. If so, provide details of your relationship.
8. Document the educational qualifications of the life proposed. Include any degrees or certifications.
9. Describe the source of income for the proposer. Indicate whether it is from employment, business, or other sources.
10. List the proofs of income that have been verified. This may include payslips, bank statements, or tax returns.
11. Express if you are personally satisfied with the financial standing of the proposer and justify the current proposal's validity.
12. Outline the general state of health of the proposer. Include any notable health issues.
13. Inquire if the proposer has any physical deformities or disabilities, and specify what they are if applicable.
14. Note any illnesses, injuries, operations, or medical investigations the proposer has undergone, if known.
15. Detail the status of previous policies held by the proposer, including whether they are active, lapsed, or cancelled.
16. For non-medical cases, provide physical measurements such as height, weight, girth of abdomen, and chest measurements.
17. Affirm that all provided statements are true and correct to the best of your knowledge by checking the box or signing where required.
18. Complete the declaration section by indicating the location and date, followed by your signature.
19. Enter your name, agents' code number, and branch office details. This concludes the form.
20. After completing all fields, save changes, and then download, print, or share the completed Lic Agent Confidential Report as necessary.

Ensure your reports are correctly filled out by completing the Lic Agent Confidential Report online today.