Get Data Capture Form For Proposed Life Insurance

Filling out the Data Capture Form for Proposed Life Insurance is a crucial step in securing life insurance coverage. This guide provides a clear and comprehensive approach to completing the form online, ensuring that you submit accurate and complete information.

Follow the steps to successfully fill out the Data Capture Form.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred digital environment.
2. Begin by providing details about the insurance plan. Fill in the provider, type of policy, life cover, sum assured, plan term, and premium. Ensure that all amounts are filled in correctly to represent the coverage you require.
3. Provide your adviser details, including the adviser's name, agent number, and their email address. This information is important for communication regarding your application.
4. Complete the client details section. For each applicant, choose a title, enter their name, select their sex, and indicate their marital status. Ensure all selected options are accurate.
5. Fill out the home address information for each applicant, including address lines, post code, and postal town.
6. Provide the daytime and evening contact numbers for both applicants, along with mobile numbers. This ensures that the insurance provider can reach you if needed.
7. Complete the occupation, salary, employment status, smoking status, and time since given up (if applicable) for both applicants.
8. Indicate if this policy will cover a mortgage and whether it will be placed in a trust. Choose the desired start date for the policy.
9. Enter bank details, including the name of the bank, account holder's name, account number, sort code, and preferred collection day.
10. Complete the agency details by selecting the source of business and confirming if this was an advised sale. Make sure to list a client reference if you have one.
11. Select preferred times for an underwriting call for both applicants to facilitate the process.
12. Once all sections are completed, review the form for accuracy. You can then save changes, download, print, or share the form as needed.

Begin your journey towards obtaining life insurance by completing the Data Capture Form online today.