Get Inforce Illustration Request Form For Universal And Vul Products

Filling out the Inforce Illustration Request Form for Universal and VUL products is a crucial step for obtaining tailored insurance illustrations. This guide provides clear instructions to help users efficiently complete the form online with confidence.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with Section 1, Agent Information. Fill in the requesting agent’s name, policy number(s), and agent contract number. Ensure that you accurately provide the insured’s name, phone number, and fax number.
3. Move to Section 2, Policy Data Scenario Request. Here, you will select various options to tailor the illustration according to specific needs. For example, choose ‘AS IS’ for the current situation or indicate a specific amount for ‘Solve To Maturity’.
4. Specify an alternate interest rate if desired, ensuring it is lower than the current rate. Include details about premium payments, such as stopping at a certain year or adjusting policy terms.
5. For VUL policies, complete Section 3 by selecting a hypothetical interest rate, detailing the death benefit amount and option. If no rate is selected, the default will be 6%.
6. Finally, indicate how and where you wish the completed illustrations to be sent by providing either an agent’s fax, a policyowner’s email, or a mailing address. Review all sections for completeness and accuracy.
7. After ensuring all information is correct, you can save changes, download, print, or share the completed form as needed.

Take the next step and complete your Inforce Illustration Request Form online today!