Get Term Conversion Insurability Evidence Not Required (nn0431e). Complete This Form To Request A Term

Filling out the Term Conversion Insurability Evidence Not Required (NN0431E) form is a crucial step for those requesting a term conversion without the need for insurability evidence. This guide will provide you with a clear roadmap to ensure all necessary information is accurately entered while completing the form online.

Follow the steps to complete your term conversion application.

1. Press the ‘Get Form’ button to access the Term Conversion Insurability Evidence Not Required (NN0431E) form and open it in your preferred editor.
2. Begin by entering the policy information in section 1.0. Here, provide the original policy number and, if applicable, the Coverage ID number for a Commercial Union policy.
3. Proceed to section 2.0, which pertains to policy ownership. Indicate whether the coverage is being converted to a new policy or remaining on the existing policy by selecting 'Yes' or 'No'. If 'Yes', provide the owner details for Policy 2.
4. In section 3.0, provide the names and dates of birth for all insured individuals. This is essential for confirming covered persons under the new policy.
5. Section 4.0 focuses on the details of your existing term coverage. Specify how much of your current term coverage you wish to convert and detail any riders or benefits you are retaining.
6. Complete the beneficiary designations in section 5.0. Provide names, relationships, and the percentage shares for both primary and secondary beneficiaries.
7. In section 7.0, you need to select how the premiums will be paid. Indicate whether the payment will be made by pre-authorized debit or other methods, and fill in the necessary banking information if required.
8. Before finalizing, review your entries carefully to ensure accuracy. Once confirmed, proceed to the signature sections (9.0) to sign the form and get it witnessed if necessary.
9. Finally, save your completed form. You have the option to download, print, or share the form for submission.

Start your term conversion application online today to ensure a smooth transition to your new coverage.