Get Individual Disability Insurance Application - Disability Resource Group

This guide provides step-by-step instructions for filling out the Individual Disability Insurance Application. It is designed to assist users in completing the application correctly and efficiently, ensuring a smooth application process.

Follow the steps to fill out the application online.

1. Click 'Get Form' button to obtain the application and open it in your preferred digital editor.
2. Begin with Part A of the application, where you will fill in personal information about the proposed insured, including their name, gender, social security number, address, and contact information. Carefully read each field and answer clearly in blue or black ink in the printed copy for submission.
3. Indicate the specific coverage you are applying for in section 2 of Part A. Choose from options such as Disability Income, Overhead Expense, Disability Buy-Out, or DI Retirement Security, and complete any related sections.
4. Proceed to section 3, where you will specify the monthly benefit amount and the elimination period for your chosen coverage. Review the options for benefit periods and ensure the information aligns with your needs.
5. If you are utilizing the TeleApp process, follow the prompts for a telephone interview, which will cover medical and habit information as indicated in Part B of the application.
6. Complete the Producer Report and any supplemental forms, ensuring all applicable fields are filled out and all questions are answered accurately.
7. Lastly, review all filled-out fields carefully, save your progress, and download or print the completed form. If required, share the form with any relevant parties, ensuring all necessary signatures are obtained.

Start filling out your Individual Disability Insurance Application online today to ensure you meet your insurance needs.