• Administrative Forms - New Applications

    Training on All New Applications - All Lines of Individual Policies.
  • Date*
     - -

  • NEW APPLICATIONS:

    Life & Critical Illness Policies

     

    *Own Life - Owner and Insured as same

    • OAS Declaration Form 1
    • Confidential Fact Find
    • Magnum Script
    • Proof of Identification
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • OFT Auth Form
    • First Premium
    • Medical Evidence Request Form (If applicable)

    *Third Party Owned - Owner differs from Insured

    • OAS Declaration Form 2
    • Confidential Fact Find
    • Magnum Script
    • Proof of Identification (Owner & Insured)
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • OFT Auth Form
    • First Premium
    • Medical Evidence Request Form (If applicable)

    *Keyperson Policies - Company Owned on Keyperson

    • Insured:
      • OAS Declaration Form 2
      • Confidential Fact Find
      • Personal Financial Questionnaire
      • Magnum Script
      • Proof of Identification (Insured)
      • Proof of Identification (Beneficiary/ies)
      • Proof of Address
      • Future Payment Form
      • OFT Auth Form
      • First Premium
      • Medical Evidence Request Form
    • Company:
      • Keperson Questionnaire
      • Business Financial Questionnaire
      • FATCA Form
      • Articles of Incorporation
      • Certificate of Incorpporation
      • Proof of Identification (Company Directors)
      • Proof of Address (Company Name)
      • Letter Authorizing Transaction - Company Letterhead
      • List of Directors/Shareholders - Company Letterhead
      • Last 3 Years Audited Financials

     

  • NEW APPLICATIONS: Pensions

    *Own Life - Owner and Annuitant as same

    • OAS Declaration Form 1
    • Confidential Fact Find
    • Product Charges Form (IPIs ONLY)
    • Proof of Identification
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • First Premium

    *Third Party Owned - Owner differs from Annuitant

    • OAS Declaration Form 2
    • Confidential Fact Find
    • Product Charges Form (IPIs ONLY)
    • Proof of Identification (Owner & Insured)
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • First Premium

    *Top Hat Policies - Company Owned on Annuitant

    • Insured:
      • OAS Declaration Form 2
      • Confidential Fact Find
      • Stamped Payslip
      • Salary Deduction Form - Stamped
      • Proof of Identification (Annuitant)
      • Proof of Identification (Beneficiary/ies)
      • Proof of Address
      • First Premium
    • Company:
    • Product Charges Form (IPIs ONLY)
    • Articles of Incorporation
    • Certificate of Incorpporation
    • Proof of Identification (Company Directors)
    • Proof of Address (Company Name)
    • Letter Authorizing Transaction - Company Letterhead
    • List of Directors/Shareholders - Company Letterhead
    • Last 3 Years Audited Financials

    *SPIA - Single Premium Immediate Annuity

    • Insured:
      • SPIA Application Form
      • Mandate Forn
      • TD1 Form
      • Fatca Form
      • Customer Due Diligence
      • Birth Certificate
      • Proof of Identification (Annuitant)
      • Proof of Identification (Beneficiary/ies)
      • Proof of Address
      • Bank Statement
      • Quotation - Single or Joint
      • First Premium

     

  • NEW APPLICATIONS: Personal Accident

    *Own Life - Owner and Insured as same

    • OAS Declaration Form 1
    • Confidential Fact Find
    • Payslip - Stamped
    • Proof of Identification
    • Proof of Address
    • Future Payment Form
    • First Premium

    *Third Party Owned - Owner differs from Insured

    • OAS Declaration Form 2
    • Confidential Fact Find
    • Payslip - Stamped
    • Proof of Identification (Owner & Insured)
    • Proof of Address
    • Future Payment Form
    • First Premium

    *Company Owned on Insured

    • Insured:
      • OAS Declaration Form 2
      • Confidential Fact Find
      • Stamped Payslip
      • Salary Deduction Form - Stamped
      • Proof of Identification (Insured)
      • Proof of Address
      • First Premium
    • Company:
    • Articles of Incorporation
    • Certificate of Incorpporation
    • Proof of Identification (Company Directors)
    • Proof of Address (Company Name)
    • Letter Authorizing Transaction - Company Letterhead
    • List of Directors/Shareholders - Company Letterhead
    • Last 3 Years Audited Financials

     

  • NEW APPLICATIONS: By Conversions

    *Own Life - Owner and Insured as same

    • Conversion Application Form
    • Declaraion of Insurability
    • Non-Smoker Declaration
    • Quotation
    • Fatca Form
    • Proof of Identification
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • First Premium
    • Original Policy Contract

    *Third Party Owned - Owner differs from Insured

    • Conversion Application Form
    • Declaraion of Insurability
    • Quotation
    • Fatca Form
    • Proof of Identification - Both Owner & Insured
    • Proof of Identification (Beneficiary/ies)
    • Proof of Address
    • Future Payment Form
    • First Premium
    • Original Policy Contract

    *Company Owned on Annuitant

    • Insured:
      • Conversion Application Form
      • Declaraion of Insurability
      • Quotation
      • Proof of Identification
      • Proof of Identification (Beneficiary/ies)
      • Proof of Address
      • Future Payment Form
      • First Premium
      • Original Policy Contract
    • Company:
    • Fatca Form
    • Articles of Incorporation
    • Certificate of Incorpporation
    • Proof of Identification (Company Directors)
    • Proof of Address (Company Name)
    • Letter Authorizing Transaction - Company Letterhead
    • List of Directors/Shareholders - Company Letterhead
    • Last 3 Years Audited Financials

     

    • EVALUATION 
    • What is the first step after a policy is keyed by the Agent?*
    • When should the Fact Find form be completed?*
    • Who must approve the Fact Find form?*
    • What happens if a Fact Find form is missing?*
    • When do we use the Product Charges Form?*
    • What must be included with Personal Accident Application?*
    • Which letters must be circled if life and pension plans applied?*
    • Conversion Applications are required to include:*
    • What must be consistent on all forms?*
    • If a client has both a life and pension policy, how should the declaration be completed?*
    • When is the HIV Consent Form used?*
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