Get Bankers Life 14672(c14) 2010-2026

Filling out the Bankers Life 14672(C14) form online can seem daunting at first, but with this guide, you’ll find clear instructions for each section. This form is essential for processing applications and payments efficiently, ensuring all necessary details are captured accurately.

Follow the steps to complete your application successfully.

1. Press the ‘Get Form’ button to access the Bankers Life 14672(C14) form. This will open the document in the online editor.
2. Begin by entering the Input Date and BSO number at the top of the form. These details are critical for tracking and organizing your application.
3. Select the Lead Source that best represents how you were referred to this application. Choose from the provided options such as Direct Mail Responder or Internet.
4. Indicate whether this application involves an External Replacement by selecting ‘Yes’ or ‘No’.
5. Enter the Signature Date, along with the Association Number and New Association Number as applicable.
6. Fill in the Applicant’s Name, including the Last, First, Middle, and Suffix if applicable. Provide the age and indicate if the applicant is exactly 65 years old.
7. Complete the Applicant's Street Address, City, State, and Zip code. Ensure all information is accurate.
8. Add the Applicant’s Phone Number for contact purposes.
9. Select the Plan Code you are applying for, and choose the Transaction Type from the dropdown list, such as New Business or Upgrade.
10. Input the check amount, which must be exact, followed by the Annual Premium, Writing Agent number, and Check Number.
11. If applicable, enter the App/Policy Number and any Rollover Money information. Ensure you also fill out the Writing Agent's last name and the Company Code for any policies being exchanged.
12. Complete the Estimated Total Commission and Commission Percentage fields. Be sure to check APS Ordered and indicate if it is ordered for this application.
13. Use the New Business Application Submission Checklist to ensure all necessary documents and details are included. This includes ensuring that all signatures have been obtained and required forms are attached.
14. Finally, review the completed form for accuracy. Once confirmed, save your changes, download the document, or print it to submit your application.

Start filling out your Bankers Life 14672(C14) form online today to ensure your application is processed smoothly.