Get Application - Ia Excellence

This guide provides a clear and comprehensive overview of how to complete the APPLICATION - IA Excellence online. By following these steps, you will ensure that all necessary information is accurately submitted.

Follow the steps to complete your application online.

1. Locate and click the ‘Get Form’ button to access the APPLICATION - IA Excellence. This will allow you to open the document in an online editor where you can begin filling it out.
2. Start with the 'General Information' section. Fill in the last name and first name of the primary insured, along with their address, postal code, date of birth, age, and gender. Ensure accuracy as this information is essential for identification.
3. Continue in the 'General Information' section by specifying the marital status and legal status of the primary insured. Indicate if the last name differs from the policyholder and provide their details if applicable.
4. Fill in the telephone numbers (work and home) and email address of the primary insured. Also, note their language preference for correspondence.
5. In the 'Summary of Coverages' section, indicate the number of units for each coverage type, such as accidental fracture and accidental death. Provide the monthly and annual premiums for each coverage.
6. Next, complete the 'Beneficiary' section. List the last name, first name, and address of the beneficiary. Indicate the relationship to the primary insured and select whether the beneficiary is revocable or irrevocable.
7. In the 'Other Insurance Contracts' section, indicate whether there are any additional policies for life or disability insurance. Answer honestly to ensure accurate coverage assessment.
8. Specify the preferred method of payment in the 'Method of Payment' section. Provide the name of the financial institution and attach a void cheque if paying via pre-authorized debit.
9. Read and confirm the declaration statement by signing where indicated as the primary insured. Ensure understanding of the coverage terms and that all information provided is accurate.
10. Finally, review all filled sections for accuracy. Once complete, save your changes. You can then download, print, or share the application as needed to submit it.

Complete your APPLICATION - IA Excellence online today to ensure a smooth and timely submission!