Get Optima Restore Proposal Form

Filling out the Optima Restore Proposal Form online is an important step in obtaining the necessary insurance coverage. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to fill out the Optima Restore Proposal Form online effectively.

1. Click the ‘Get Form’ button to access the Optima Restore Proposal Form and open it in your preferred editor.
2. Begin by providing your proposer details. Fill in your full name, address, contact information, and other required personal details in the designated fields. Be sure to use capital letters for clarity.
3. In the plan details section, select the coverage type as either 'Individual' or 'Floater'. Indicate the proposed policy period by selecting one of the options for duration.
4. Next, enter the details of the persons proposed to be insured. For each individual, input their name, height, weight, relationship to the proposer, gender, and date of birth.
5. Attach a recent passport-sized photograph for yourself and each person proposed to be insured, ensuring to write their names above the photographs.
6. Fill in the nominee details. This includes providing the name, relationship, and address of the nominee. If the nominee is a minor, add the appointee details as well.
7. Provide existing or previous insurance details if applicable. Indicate whether any of the proposed insured individuals have existing policies and include relevant policy numbers.
8. Complete the medical and lifestyle information section by answering the health-related questions truthfully, marking yes or no as required for each proposed insured.
9. Finish the form by completing payment details. Choose the preferred method of payment and fill in any necessary bank information for electronic transfers.
10. Review all the information entered for accuracy. Once confirmed, save any changes made to the form. You can now download, print, or share the completed proposal form as required.

Start filling out your Optima Restore Proposal Form online now to ensure your insurance needs are met.