Get Specified Person Agents Confidential Report - Sudlife

Filling out the Specified Person Agent's Confidential Report is an important step in the insurance application process. This guide will walk you through each section of the form, providing clear instructions to ensure accurate and efficient completion.

Follow the steps to complete the report accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Begin by entering the name of the specified person or agent at the top of the form. Fill in the first name, middle name, and surname accurately.
3. Input the Specified Person/Agent Code Number and the Application/Proposal Number in the designated fields.
4. Provide the name of the bank branch and its code number under the relevant section.
5. Next, fill in the name of the life to be assured, including their first name, middle name, and surname.
6. You will see a series of questions requiring a 'Yes' or 'No' response. Indicate how long you have known the life to be assured/proposer by selecting the corresponding option.
7. Answer questions regarding your relationship with the life to be assured/proposer, verification of identity, proof of address, and proof of income. Provide any relevant details when ‘Yes’ is selected.
8. Complete details about the total annual income of the life to be assured/proposer. Make sure to provide an accurate figure.
9. Indicate whether you have personally seen the life to be assured, and evaluate their appearance in relation to the age, height, and weight stated in the application.
10. Assess the health status of the life to be assured and the presence of any physical deformities or signs of mental challenges, providing specifics if applicable.
11. Address questions about the occupation of the life to be assured, any factors affecting their financial or social position, and their involvement in any unlawful activities.
12. If there is additional information that could influence risk assessment under this proposal, please include it in the designated area.
13. Finally, ensure you read and understand the declaration section, sign and date the form in the appropriate fields for both the specified person/agent and the Bancassurance Manager/Sales Manager.
14. Once all fields have been completed, you can save any changes, download a copy of the form, print it for your records, or share it as necessary.

Complete your documents online today to ensure a smooth application process.