Get Fact Finding Sheet For Life Insurance

Filling out the Fact Finding Sheet For Life Insurance online can be a straightforward process. This guide provides step-by-step instructions to help users accurately complete the form, ensuring all necessary information is included for a successful submission.

Follow the steps to complete the Fact Finding Sheet For Life Insurance online.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in the period of insurance by entering the start and end dates in the format dd/mm/yyyy.
3. Indicate the date on which the request for quotation was submitted.
4. Provide the general information section with the name of the company and the nature of business. Specify if currently insured and, if applicable, the name of the current insurer and type of policy.
5. Complete the details regarding total number of employees and number of employees to be insured.
6. Indicate participation in the group insurance program—compulsory or voluntary—by ticking the appropriate box.
7. For group term life insurance, specify the basis of coverage by categorizing employees or occupations and listing the sum insured.
8. Provide demographics of the employees, including age bands and gender distribution, along with the corresponding sums insured.
9. Detail the claims experience for the past three years by entering the period of coverage, number of insured, paid and outstanding claims.
10. Answer questions regarding members who may be terminally ill or based outside Singapore, providing details where applicable.
11. Complete the sections for group personal accident, hospital & surgical insurance, critical illness insurance, and disability income insurance by following similar steps as outlined previously.
12. Review all completed sections for accuracy, then save your changes. You can download, print, or share the form as needed.

Begin completing your Fact Finding Sheet For Life Insurance online today.