Get The Pickett Group Application Ticket Is An Alternative To The ...

The Pickett Group Application Ticket is a streamlined alternative to traditional life insurance applications, designed to simplify the process for both producers and clients. This guide provides clear instructions on how to fill out the application online, ensuring a smooth and efficient experience.

Follow the steps to successfully complete the application ticket.

1. Click the 'Get Form' button to access the application ticket. This will open the form in your preferred editing tool.
2. In Section A, enter the proposed insured's information, including full name, sex, previous name (if applicable), marital status, date of birth, Social Security number, birth state or country, and residence address. Be attentive to accuracy in details.
3. Continue in Section A by providing contact information such as home and cell phone numbers, US citizenship status, driver’s license information, and employment details, including employer name and occupation.
4. In Section B, fill in the policy information. This includes entering the name of the insurance company, plan type, amount applied for, and reason for insurance. Carefully complete risk and nicotine classification questions.
5. Section C addresses personal history. Answer the questions honestly regarding health and lifestyle risks, selecting 'Yes' or 'No' for each inquiry.
6. In Section D, provide beneficiary information. List the primary and secondary beneficiaries, including their names, Social Security numbers, dates of birth, relationships to the insured, and percentage shares.
7. Section E pertains to inforce insurance information. Declare any current life insurance policies and ongoing applications. Provide necessary details of each policy, following the prompts provided.
8. Once all sections are completed, review the entire form for any errors or omissions. Make any necessary adjustments before finalizing.
9. Save your changes, download the completed application, and then print or share it as needed to submit to the appropriate party.

Complete your application online today for a more efficient and streamlined process.