Get Preliminary Application New Copy No Brochure.doc

Filling out the Preliminary Application New Copy No Brochure.doc is an essential step for ensuring that your life insurance policies are appropriately processed and managed. This guide will provide you with clear, step-by-step instructions to complete the form online with confidence.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. Begin by entering the insurance company and policy number associated with your first life insurance policy. You will also need to fill in the issue date, net surrender value, face amount, total policy loan, and annual premium for this policy.
3. Provide the owner's name, Social Security number, permanent residence address, and citizenship information. If applicable, indicate if you have a residence in another state and provide the details.
4. If you have a second policy, repeat the process from step 2. If the owner of policy #2 differs from policy #1, make sure to copy the required section and include the new owner's signature.
5. Fill in the insured information, including the insured's name, Social Security number, sex, date of birth, and permanent residence address. Additionally, include their medical history and primary physician's details.
6. Complete the authorization to release medical records section, ensuring to understand and agree to the terms outlined regarding the disclosure of health information.
7. Proceed to the acknowledgment, representation, and warranty section. Initial and sign where required, confirming the accuracy of the application.
8. Finally, review all entered information for accuracy. You can then save your changes, download, print, or share the completed form as necessary.

Complete and submit your Preliminary Application New Copy No Brochure.doc online today to ensure your life insurance policies are effectively managed.