Get a offer for disability insurance
Please complete this secure and encrypted client data form. Once completed, you will receive a separate e-mail from an insurance company to electronically sign their application and answer their health questions. The insurance company will underwrite the application to determine eligibility, benefits, and pricing. Please contact Erik Sartin with any questions at 970-658-4165.
Full Name
*
First Name
Middle Name
Last Name
Suffix
Gender
*
Male
Female
Prior Last Name
if applicable
Residence Address
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Number of years at this address
*
Prior Residence Address
Email
*
Cell Phone Number
*
Format: (000) 000-0000.
Date of Birth
*
/
Month
/
Day
Year
Primary Citizenship
*
United States
Other. Enter other citizenship.
Place of Birth
*
United States
Other. Enter Country of birth.
State of Birth
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Required if born in the US
Marital Status
*
Married
Single
Divorced
Domestic Partner
Widowed
Other
Back
Next
Save
Identification
Social Security Number
*
Do you have a Drivers License
*
Yes
No
Drivers License Number
*
Issuing State
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employment info
Employment Status
*
Employed
Homemaker
Student
Unemployed
Self-Employed / Owner
Other
Employer Name
*
Employer Address
Occupation
*
Include Specialty
Job Title
*
When did you start (or when will you start) working for this employer?
*
-
Month
-
Day
Year
Date
Years in Occupation
*
Years Employed
*
# of employees you supervise
*
Prior Employer Name
*
If you were a student, please state "student."
Approx Annual Income
*
Approx Income Last Year
*
Approx Income 2 years ago
*
Back
Next
Save
Insurance Questions
Do you have any disability insurance in force or applied for, or for which you are eligible within the next 12 months with any company?
No
Yes, Enter Details...
Do you have any other part-time or full-time occupations, jobs, or employment?
No
Yes, Enter Details...
Have you ever filed for personal or business bankruptcy?
No
Yes, Enter Details...
Do you plan to change your occupation, job, or employment within the next six months?
No
Yes, Enter Details...
Do you intend to reside outside of the U.S.?
No
Yes, Enter Details...
Do you intend to travel outside of the U.S.?
No
Yes, Enter Details...
Have you ever had your driver’s license suspended or revoked, or been convicted of DUI or DWI, or within the past five years, have you been charged with and/or convicted of any motor vehicle moving violations?
No
Yes, Enter Details...
Within the last 10 years, have you been convicted of, or pled guilty or no contest to, a felony, or is such a charge pending against you?
No
Yes, Enter Details...
Within the last 3 years have you flown as a licensed pilot, student pilot, or crew member in any type of aircraft, or do you intend to do so in the future?
No
Yes, Enter Details...
Within the past 3 years, have you participated in, or do you intend to participate in, any of the following activities: mountain climbing, rock climbing, scuba diving, hang gliding, parachuting, skydiving; or motor vehicle racing?
No
Yes, Enter Details...
Are you, or do you intend to become, a member of the armed forces, including the Reserves, or are you on alert?
No
Yes, Enter Details...
Have you ever used tobacco or any other nicotine product such as cigarettes, cigars, pipe, chewing tobacco, snuff, nicotine gum, nicotine patch, or electronic nicotine delivery device?
No
Yes, Enter Details...
Within the past five years, have you had any application for insurance declined, postponed, modified, rated, cancelled, rescinded, or have you withdrawn a pending application, or had a renewal or reinstatement request refused?
No
Yes, Enter Details...
Do any of the following apply? 1) Your professional or occupational license or certification has ever been suspended, revoked, restricted, inactivated, surrendered, or the like; 2) There is a pending investigation or complaint concerning you with a regulatory, governmental, or other entity that oversees your profession; 3) You have ever been disbarred; or 4) You have ever been fined or sanctioned by an entity that oversees your profession?
No
Yes, Enter Details...
Any notes or specific questions you have?
Please sign confirming information submitted in this secure in this form is accurate. This information will be used to populate an application for pre-approval with an insurance company. You will receive a separate e-mail directly from the insurance company to electronically approve their application.
Save
Submit
2021-120518 Exp 05/23
Should be Empty: