Get Phoenix Remembrance Life Application For Individual Whole ...

This guide provides clear and supportive instructions for filling out the Phoenix Remembrance Life Application for Individual Whole Life Insurance online. Whether you have prior experience with insurance applications or are new to the process, you will find this guide useful.

Follow the steps to complete your application effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1 of the form, begin by entering the Proposed Insured's details, including their name, Social Security Number or Tax ID, gender, date of birth, and current address. Ensure that you provide accurate and complete information.
3. Next, indicate the coverage applied for by specifying the base policy death benefit. If required, fill out the details regarding the coverage amount and any applicable riders.
4. Proceed to the screening questions section. Answer each question truthfully regarding your health and medical history. If you answer 'yes' to any critical health-related questions, refrain from completing the application.
5. If applicable, fill out the Ownership section, which is necessary only if the policy owner is different from the Proposed Insured. Include details such as the owner's name, relationship to the Proposed Insured, and their citizenship status.
6. In the Policy Beneficiary Designation section, designate beneficiaries, whether primary or contingent. Be sure to allocate their respective shares accurately.
7. Complete the Premium Payor Information only if someone other than the owner is paying the premium. Insert the necessary details as prompted in the form.
8. If you are requesting a bank draft for payment, complete the Bank Draft Authorization section. This includes attaching a voided check and specifying the preferred draft dates.
9. Proceed to the Insurance History section. Answer the questions truthfully about existing insurance policies and any planned replacements.
10. Finally, complete the Authorization to Obtain Information and Signature section. Ensure that all personal information is complete, then sign and date the application to confirm its accuracy.
11. After reviewing the completed application for accuracy, save your changes, then choose to download, print, or share the form as necessary.

Get started with your application online and secure your future today!