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Pettigrew Agency
Life Insurance/Retirement Quote Form
If you passed away today, how much debt would your loved ones have to cover?
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Less than $50,000
$50,00- $100,000
$100,000-$150,000
More than $200,000
If you had an ideal budget to pay for life insurance and retirement options, what would your monthly budget be?
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$0-100/month
$100-200/month
$200-300/month
$300-400/month
If you are interested in a policy to help with your children's future financial stability and legacy, please type each child's name, date of birth, and gender.... If not interested, type "N/A"
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How did you hear about us?
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Please Select
Ashlyne
Darren
Kiffany
Google
Facebook
Other Social Media
A Customer Referred Me
Newspaper Ad
Saw Your Sign
Met An Agent At An Event
My Mortgage Lender Referred Me
My Realtor Referred Me
Legal Name
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First Name
Last Name
Date of Birth
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/
Month
/
Day
Year
Date
Marital Status
Please Select
Married
Single
Divorced
Gender
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Please Select
Male
Female
Occupation (If Retired what occupation did you retire from?)
Place of Birth (City & State)
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Email
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Height
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Weight
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SSN
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Phone Number
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Please enter a valid phone number.
Do we have permission to communicate via text with you at this number?
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Yes
No
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Desired Coverage Start Date
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/
Month
/
Day
Year
Date
U.S. Driver's License #
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State of Issue
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Expiration Date
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Month
-
Day
Year
Date
Are you a U.S. Citizen?
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Please Select
Yes
No
What are you most interested in?
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Retirement options
Death benefits
Both
Have you been notified by the IRS that you are subject to backup witholding
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Please Select
yes
no
Do you have any other life insurance policies or annuity contracts in force or application pending on the life of the proposed insured, including policies sold or assigned to a trust or viatical/life settlement company? * Do not include group policies issued through work, bank, credit card, mortgage, etc.
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Please Select
yes
no
Will any life insurance policy or annuity contract on the proposed insured be reduced, replaced, discontinued, or payment of premium stopped, if the insurance applied for is issued? * Do not include group policies issued through work, bank, credit card, mortgage, etc.
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Please Select
yes
no
Please list the name of the Primary Beneficiary you would like, their Date of Birth, and relationship to you.
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Have you, in the past five years, used Tobacco or Nicotine products in any form (e.g. cigarettes, pipes,cigars, snuff, chewing tobacco or nicotine delivery device such as gum or patch, etc.)?
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Please Select
Yes
No
Have you, in the past ten years, had your driver's license suspended, revoked, pled guilty to, or beenconvicted of reckless driving, or driving under the influence (DUI/DWI)?
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Please Select
Yes
No
Have you, in the past five years, pled guilty to or had any other driving conviction(s) (e.g. speeding, cellphone/texting, accident, etc.)?
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Please Select
Yes
No
Have you, in the past ten years, pled guilty to or been convicted of a felony or misdemeanor, or are such charges pending against you, or are you currently on parole or probation?
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Please Select
Yes
No
Have you had an application for life, accident, or health insurance, or reinstatement of a policy, declined,postponed, cancelled, or issued other than as applied for?
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Please Select
Yes
No
Are you a member of the military, military reserve or National Guard (active or inactive) or do you have awritten agreement to become a member at the future date?
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Please Select
Yes
No
Within the next two years, do you plan to travel, work or reside outside the US?
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Please Select
Yes
No
Have you, in the past two years, flown as a student pilot, pilot or crew member (or do you plan to within thenext two years)?*
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Please Select
Yes
No
Have you, in the past two years, or do you plan to in the next two years, take part in hang gliding, parasailing, para kiting, parachuting, skydiving, ultralight, soaring, ballooning, bungee jumping, rock or mountain climbing, organized racing by automobile, motorcycle, powerboat or snowmobile, or underwater diving?*
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Please Select
Yes
No
Have you, in the past five years, been treated for, been hospitalized for, or been diagnosed by a member of the medical profession as having Human Immunodeficiency Virus (HIV) antibodies or antigens or AcquiredImmune Deficiency Syndrome (AIDS) or AIDS Related Complex (ARC) or any other immune deficiency disorder, or have you tested positive for HIV antibodies or antigens?
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Please Select
Yes
No
Have you ever used or been treated for the use amphetamines, barbiturates, cocaine, marijuana, opiates, hallucinogens or any other illegal drugs or have you been treated by or consulted a member of the medical profession for abuse of prescription drugs?
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Please Select
Yes
No
Have you ever been advised by a medical profession to reduce or stop drinking alcohol, or received treatment of any kind for the use of alcohol?
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Please Select
Yes
No
Do you currently drink alcoholic beverages?
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Please Select
Yes
No
Have you, in the past five years, been disabled, received disability income benefits, or been unable to to work or perform and carry out your normal daily functions for any reason other than maternity leave or recovery from minor surgery?
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Please Select
Yes
No
Have you, in the past five years, been diagnosed by a member of the medical profession for any other illness, disease, or injury, not included in your answers to any of the preceding questions?
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Please Select
Yes
No
Have you, in the past five years, been admitted or advised to be admitted to any hospital or health care facility; or undergone or been advices to have surgery, biopsies, treatment or medical test that are not included in your answers to any of the preceding questions?
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Please Select
Yes
No
Have you ever attempted suicide?
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Please Select
Yes
No
List any medications (include the name, dosage, frequency, how long you were on the medication and it's purpose):
Name of Current Employer
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Length of Employment W/Company
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Yearly Income (Gross)
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Have you filed for Bankruptcy in the past seven years?
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Please Select
Yes
No
Do you have a primary health care physician?*
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Please Select
Yes
No
If Yes what is their name and address?
What was the date of your last visit?
What was your last visit for?
Have you lost more than 15 pounds over the past 12 months?
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Please Select
Yes
No
Do you have any congenial or birth disorders including blindness, deafness, missing limb(s), heart defect,Down's Syndrome, Autism or any other congenital disorder?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for High Blood Pressure or high cholesterol/ hyperlipidemia?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Chest pain, angina, heart attack, heart murmur, stroke or transient ischemic attack/mini stroke (TIA), irregular heart beat/rhythm, other circulatory or heart disorder or coronary artery/heart disease/atherosclerosis?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Cancer, tumor, mass, skin cancer includingmelanoma, leukemia, lymphoma, colon polyp, or any malignant orbenign growth?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Diabetes, impaired glucose tolerance (pre-diabetes), gestational diabetes, anemia or other blood disorder(excluding HIV), or disease or disorder of the thyroid, pituitary or adrenal glands?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Disorder of the liver, pancreas, digestive system or spleen including hepatitis, ulcers, intestinal bleeding, cirrhosis, fatty liver, or weight loss surgery?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Depression, anxiety, stress, eating disorder(anorexia or bulimia), post-traumatic stress, attention deficit/attention deficit hyperactivity, bipolar or other psychiatric or mental health disorder?
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Seizures, paralysis, multiple sclerosis, memory loss or other disease or disorder of the nervous system
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication Asthma, chronic obstructive pulmonary disease, emphysema, chronic bronchitis, sleep apnea or any other disease or disorder o fthe lungs or respiratory system
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Kidney, bladder, urinary, reproductive organ(other than contraceptive medication) or prostate disorder
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Please Select
Yes
No
Have you, in the past five years, consulted with, been diagnosed or treated by a member of the medical profession or hospitalized, or taken medication for Arthritis, fibromyalgia, gout, back or joint pain or muscle disorder, orLupus
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Please Select
Yes
No
Family History Parent 1
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Please Select
Living
Deceased
If deceased, age at death? (If living type "NA")
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Cause of death? (If unknown, type "unknown". If living type "NA"
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Medical Conditions
Age at Diagnosis
Family History Parent 2
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Please Select
Living
Deceased
If deceased, age at death? (If living type "NA")
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Cause of death? (If unknown, type "unknown". If living type "NA"
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Medical Conditions
Age at Diagnosis
Family History: How many siblings? Are they living or deceased? If deceased please list cause of death and age at death. Please list all below:
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What agent did you speak to about life coverage?
As Policy Owner, you have the right to designate another person to receive correspondence in the event of past due premiums causing a possible lapse of your policy contract. Would you like to designate a third party to receive such notification? If yes, please list their First/Last name and full address including zip code. If no, type "NA"
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In connection with this application for insurance, Farmers and Pettigrew Agency partners/affiliates may review your and your spouse’s credit report or obtain or use a credit-based insurance score based on the information contained in that credit report. We may use third parties in connection with the development of your insurance scores based on data from traditional credit bureaus and the National Consumer Telecom & Utilities Exchange database.” Also, do you consent for Farmers and Pettigrew Agency partners/affiliates: (1) to access any available driving scores from a third party based on vehicle telematics data, (2) to use any consumer report information their affiliates might currently have for you for this transaction, and (3) to share consumer report information from this transaction with their affiliates to quote other products?
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Yes, I Consent.
Submit
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