Basic Data-Insurance & Annuities
Name
First Name
Middle Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth/Birth State
Social Security Number
Please upload a copy of your driver's license. If you cannot upload, send a copy to kelsey@pelicanfo.com.
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Annual Income
Occupation/Employer Name/ Address
Primary Beneficiary
Need full name, date of birth, relationship and % (if listing more than one)
Contingent Beneficiary
Need Full name, date of birth, relationship, and % (if listing more than one)
Any existing life insurance policies?
Yes
No
Please list policy type (term, whole life, etc.), policy number, company name, face amount, and issue date
Personal Information
Non-medical questions and doctor Information
Marital Status
Married
Single
Spouse Name
First Name
Last Name
Has any proposed insured-ever used tobacco or other nicotine products except cigars (cigarettes, vape, pipes, snuff, chewing tobacco, nicotine gum or patch)
Yes
No
If yes, how many cigars per year?
Yes
No
Please elaborate on the frequency of your nicotine use
Used a prescription medication to assist with smoking cessation or as a substitute for smoking within the last 12 months?
Yes
No
Been convicted of operating a motor vehicle while under the influence of alcohol or drugs within the last 5 years?
Yes
No
Been in a motor vehicle accident in which they were found to be at fault, within the last 3 years?
Yes
No
Do you anticipate any foreign travel in the next 2 years?
Yes
No
If yes to foreign travel, list where/when.
Take part in underwater diving, hang gliding, para sailing, para kiting, parachuting, skydiving, ultralight, soaring, ballooning, bungee jumping, rock or mountain climbing, helicopter skiing, or organized racing by automobile, motorcycle, motorboat, or snowmobile in the last 3 years or intend to in the next 2 years?
Yes
No
List your height and weight
Any Military Involvement?
Present Involvement
Past Involvement
No Involvement
Please elaborate on your military involvement.
Questions, Comments, or Concerns regarding Personal Information
Medical Information
Primary Doctor Name
If you do not have a primary physician but have had surgery, visited an urgent care or emergency room, or take prescription medications, then list the doctor associated with the specific event(s)
Primary Doctor Address
If you do not have a primary physician but have had surgery, visited an urgent care or emergency room, or take prescription medications, then list the doctor associated with the specific event(s)
Primary Doctor Phone Number
If you do not have a primary physician but have had surgery, visited an urgent care or emergency room, or take prescription medications, then list the doctor associated with the specific event(s)
Date and reason for your most recent visit to primary doctor
If you do not have a primary physician but have had surgery, visited an urgent care or emergency room, or take prescription medications, then list the doctor associated with the specific event(s)
Additional Doctor Information (optional)
Have you been treated for, or had treatment recommended by, a health professional for cancer, heart attack, heart disease, chest pain, stroke, alcohol or drug use, or immune system disorder within the past two years?
Yes
No
Please elaborate on your response to the previous question
Have you been admitted to a hospital or medical facility, been advised to be admitted, or had surgery performed or recommended by a health professional other than for a normal pregnancy or childbirth within the past 90 days? .
Yes
No
Please elaborate on your response to the previous question
Have you had medical tests or examinations scheduled in the next 90 days except for pregnancy or childbirth? .
Yes
No
Please elaborate on your response to the previous question
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