Get A Sample Application - Lifequote

Filling out the A Sample Application - LifeQuote online can be straightforward when you follow the right steps. This guide aims to provide you with clear instructions to ensure that your application is completed accurately and efficiently.

Follow the steps to successfully complete your life insurance application.

1. Click the ‘Get Form’ button to access the application form, which will open in an online editor.
2. Begin by filling out the 'About the Plan you require' section. Provide details such as the insurer, type of policy, life cover, sum assured, plan term, and premium amount. Ensure that all fields are completed accurately.
3. Move on to the 'About You' section. You will need to provide information for each applicant such as title, surname, forename(s), gender, marital status, date of birth, occupation, and employment status. Use the provided options to select or fill in the required details.
4. Indicate whether either applicant has used tobacco products in the last 12 months. This is an important question related to risk assessment.
5. Enter the home address, postcode, daytime, and evening telephone numbers for each applicant.
6. Answer the questions regarding the policy’s purpose, such as whether it covers a mortgage or will be placed in trust. Include the doctor’s name, address, postcode, and telephone number for any necessary medical consultations.
7. Select your preferred time for an underwriting call by marking the appropriate boxes for each applicant. This helps streamline the application process.
8. Read and understand the Data Protection Act notice and consent section. Confirm your understanding by ticking the appropriate boxes.
9. Review the medical consent section, authorizing the insurer to collect necessary medical information. Choose whether to see the medical report before it is submitted.
10. Confirm the desired commencement date for the policy and sign and date the declaration at the end of the application.
11. Once all sections are complete and you have reviewed your entries for accuracy, proceed to save changes, download, print, or share the completed form as needed.

Take action now by completing your A Sample Application - LifeQuote online and ensure your future is secured.