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Get Care - Proposal Form.cdr
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How to fill out the CARE - PROPOSAL FORM.cdr online
Filling out the CARE - PROPOSAL FORM.cdr is an important step in obtaining health insurance. This guide provides clear instructions for completing the form online, ensuring a smooth and efficient application process for all users.
Follow the steps to successfully complete your proposal form.
- Click ‘Get Form’ button to obtain the proposal form and open it in the online editor.
- Fill in the intermediary details section with the required intermediary code, name, partner RM code, partner branch code, and customer account number.
- Complete the proposer details section, ensuring you use capital letters and black ink as specified. Provide personal information, including name, gender, address, date of birth, contact number, email, PAN, occupation, and marital status.
- In the policy details section, indicate the proposed policy period start date, sum insured, plan opted, tenure, cover type, and whether you are applying for portability. Select add-on benefits as applicable.
- Enter nominee details, including the nominee's name, date of birth, and their relationship to you.
- Complete the details of the persons to be insured, making sure to provide essential information including name, date of birth, gender, occupation, height, weight, and relationship with the proposer for each insured person.
- Address health and lifestyle information responsibly. Answer questions regarding any medical history accurately, and note any habits affecting health.
- Provide details of any previous or existing health insurance policies that may be relevant. Be truthful regarding claims filed or policies declined.
- Complete the premium payment section by providing the payment method, amount, transaction details, and banking information if applicable.
- Review all filled sections for accuracy and completeness. Once confirmed, save changes, download, print, or share your completed form as necessary.
Begin completing your CARE - PROPOSAL FORM.cdr online today for a seamless insurance application experience.
A business proposal might be sent after a potential client has agreed to review the terms in a sales transaction. This is called a solicited business proposal. Solicited business proposal emails can be stand-alone sales documents or used to fulfill requests for bids, research or grant proposals.
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