• Life Insurance Application

  • Welcome to Life Insurance Basic Info Sheet.

     

    Please answer each questions. Starred (*) questions must be answered, and Non-Starred questions are optional depending on your response.

     

    Please have these documents ready before starting this Info Sheet

    1. Drivers License Copy
    2. Beneficiary (name, SSN, address, phone #)
    3. Medical Record (doctors name/contact info, prescribed drugs, etc)
    4. Copy of a Void Check
    5. If you are not a US Citizen or Permanent resident, please have you visa ready
  • Clear
  • Basic Information - Insured

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  • Personal Identification

  • Owner Information

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  • Employment Information

    If the insured is a child (0-18) or an adult dependent (up to age 26) and do not have income on their own, please put the parent's information
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  • Resident Status

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  • Beneficiary

  • You can divide up the death benefit to multiple people. However, they must all add up to 100%

    ** Definitions

    1. Primary: first right to receive the death benefit
    2. Contingent: second right to receive the death benefit (only if primary beneficiary is also deceased or cannot receive the death benefit)

     

  • Medical History

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  • Family History

  • Insured's Father Information

  • Insured's Mother Information

  • Insured's Sibling Information

  • Billing Information

  • Billing Method

    1. Option 1 - Automatic bank draft 
      • only available for the "Monthly" Option.
    2. Option 2 - Direct Bill & Send check
      • If you choose other options, you will have to mail the first payment as a check
      • Make payable to the Insurance Company that you chose.
      • Mail it to
        • Attention: Matthew Kim, Life Department
        • 8942 Garden Grove Blvd #216 Garden Grove CA 92844
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