Get Settlement Application A. Personal Information - Cross Border ...

Filling out the Settlement Application A. Personal Information - Cross Border form online can be a straightforward process when you understand each component. This guide will walk you through the necessary steps to ensure your application is completed accurately and efficiently.

Follow the steps to fill out the Settlement Application A. Personal Information - Cross Border form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with Section A, where you will provide personal information for the insured individuals. Enter the insured’s name, date of birth, and social security number in the corresponding fields. Repeat this for a second insured, if applicable.
3. Next, complete the address section, including the street address, phone number, city, state, and zip code. Make sure all details are entered correctly to avoid processing delays.
4. Move on to Section B for life insurance information. Fill in the insurance company name, policy number, and face amount. Include the date of issue and policy type, then state the current premium.
5. Indicate the policy owner, their state of residence, and the beneficiaries. Respond to the questions regarding any legal actions involving the policy owner and if they have declared bankruptcy. Specify the marital status by selecting the appropriate option.
6. In Section C, provide medical information for the insured individuals, including medical history and the names and contact numbers of primary and specialist physicians.
7. Review the form thoroughly to ensure all information is accurate and complete. Make sure to include any additional supporting documents if necessary.
8. Upon completing the application, you can save the changes, download a copy for your records, print it, or share it as required. Finally, fax the complete application to the specified number provided in the instructions.

Take the first step now by completing your documents online.