Get Preliminary Inquiry - Bmo.com

This guide provides clear instructions on how to effectively fill out the Preliminary Inquiry form for BMO Life Assurance Company online. We aim to support users through each component of the form to ensure accurate and efficient completion.

Follow the steps to complete the Preliminary Inquiry form.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. Begin by entering the advisor's name or managing general agent (MGA) name in the designated field.
3. Select the type of insurance plan you are inquiring about by checking the appropriate box under Plan Details, such as Universal Life or Term Life.
4. Fill in the applicant's age in the provided field.
5. Add the applicant's height by indicating the measurements in feet and meters or inches and centimeters as required.
6. In the section labeled Nature/Name of the disease or current condition, provide detailed information regarding any relevant medical conditions.
7. Input the date of diagnosis in the specified date format.
8. For current treatment, list all medications along with their daily dosages in the designated tables.
9. Indicate whether the applicant is currently being followed by a doctor by selecting Yes or No. If Yes, complete the additional fields for consultation dates and tests performed.
10. If there is a history of cancer, specify the stage if known.
11. Answer whether the applicant has traveled, resided, or worked outside of North America in the past year or plans to in the next year, and provide details if applicable.
12. Indicate if the applicant has been rated or declined coverage in the past and if they are applying elsewhere.
13. Add any additional comments in the comments section to provide further context or information.
14. Once all fields are completed, ensure to review the information for accuracy before saving any changes, downloading, printing, or sharing the completed form.

Start completing the Preliminary Inquiry form online now to streamline your insurance process.