Get Unum Portability Form
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How to fill out the Unum Portability Form online
Completing the Unum Portability Form online ensures that you can continue your Life and AD&D coverage without interruption. This guide provides clear instructions to help you navigate each section of the form effectively.
Follow the steps to successfully complete your form online.
- Press the 'Get Form' button to obtain the Unum Portability Form and open it in your chosen editor.
- Begin by filling out the section labeled 'To be completed by the employer'. Enter the company name and group policy number. Indicate whether the insured was on disability or sick leave with a simple 'Yes' or 'No'. Provide the date coverage ended and the reason for loss of coverage.
- Enter the current annual earnings, and have the policyholder provide their signature, date, telephone number, and email.
- In the section labeled 'To be completed by the applicant', fill in the insured's name, home and work telephone numbers, mailing address, Social Security number, and date of birth.
- Indicate whether the insured has used tobacco products in the last 12 months and select the corresponding sex option.
- Choose a premium payment option from quarterly, semi-annually, or annually, based on the portability premium rates provided by the plan administrator.
- Complete the coverage amounts, providing values for both current and requested portable amounts for group life and AD&D for yourself, your spouse, and children.
- Fill in the spouse's name and date of birth, as well as their Social Security number, if applicable.
- Enter the name and relationship of the beneficiary and read the conditions regarding portability coverage before signing. Ensure that you understand the significance of your certification regarding medical conditions affecting life expectancy.
- After completing all sections, save your changes. You may then download or print the form for submission, making sure to include your initial premium payment to Unum within the specified timeframe.
Complete your documents online today to secure your coverage.
Portability coverage refers to the ability to carry over your life insurance benefits from one policy to another, typically when you change jobs or retire. This option provides peace of mind as it ensures that you do not lose your coverage due to employment changes. By completing the Unum Portability Form, you can transition your coverage seamlessly, enjoying the benefits of your existing policy without starting from scratch. It's a valuable feature to consider in your overall financial planning.
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