Get Oir B2 313 Form

Filling out the Oir B2 313 Form online can be a straightforward process when guided properly. This form is essential for providing comparative information regarding proposed insurance, and understanding each section will help ensure accuracy and completeness.

Follow the steps to fill out the Oir B2 313 Form online:

1. Click the ‘Get Form’ button to access the Oir B2 313 Form and open it in your preferred editor.
2. Begin by entering the proposed insurer's name and address in the designated fields. Ensure all details are accurate, as this information is crucial for the form's validity.
3. Provide the replacing agent's name where indicated. This should reflect the name of the agent facilitating the insurance proposal.
4. In the applicant information section, input your name, address, telephone number, date of birth, and age. This section identifies you as the applicant and should be filled out completely.
5. Complete the policy information section, which includes the policy generic name, policy number, and date of issue. Make sure to include the issue age for accurate representation.
6. Fill in the contestable period expiration date, suicide period expiration date, and policy loan rate as these fields provide important details about the insurance terms.
7. For the policy/rider description, specify the policy or rider name, and whether it is an initial or continuing benefit. Record both total initial and renewal annual premiums.
8. Input details regarding the age-related benefits and the mode of payment, including the amount for initial and renewable annual premiums.
9. Proceed to the composite disclosure section. Fill in the guarantees, including annual premium values, and ensure the projections for the cash value and death benefit are accurate.
10. Once all required fields are filled, review the form for any errors or omissions. After confirming the accuracy, save changes, download the form, print it, or share as needed.

Begin completing the Oir B2 313 Form online today for a seamless insurance application experience.