Get General Group Insurance Fact-find Form

Filling out the General Group Insurance Fact-Find Form online is a straightforward process that requires attention to detail and accuracy. This guide will walk you through each section and field to ensure you complete the form correctly and comprehensively.

Follow the steps to fill out the General Group Insurance Fact-Find Form online.

1. Press the ‘Get Form’ button to access the General Group Insurance Fact-Find Form and open it in your preferred editor.
2. Begin with the period of insurance. Fill in the start and end dates in the designated fields (dd/mm/yyyy).
3. Provide the request for quotation date and the name of the insurance company. Ensure all details are accurate.
4. In the General Information section, enter the name of your company, nature of business, and indicate if currently insured. If yes, provide the name of the current insurer.
5. Specify the type of policy required and the period of insurance. Fill in the total number of employees along with the number of employees to be insured.
6. Indicate whether participation in the group insurance program is compulsory or voluntary, by checking the appropriate box.
7. Proceed to the Group Hospital & Surgical Insurance section. Fill in the basis of coverage, details of insured members, and claims experience for the past three years.
8. If applicable, provide details about any members who are terminally ill or currently hospitalized.
9. Continue with information for Group Personal Accident Insurance, including coverage basis and details of employees.
10. Complete the Group Critical Illness Insurance section by entering coverage details and addressing any advance benefits.
11. Follow with the Group Disability Income Insurance information such as waiting period and benefit duration.
12. Once all sections are completed, review all information for accuracy and completeness before proceeding to save changes.
13. At the end, users can save changes, download, print, or share the completed form as needed.

Start filling out the General Group Insurance Fact-Find Form online today to streamline your insurance process.