Pre-Qualification Questionnaire - Life
Please fill out the form as completely as possible. We may not be able to provide a quote if the form is not complete.
Applicant Name:
Date of Birth:
(e.g. 2/14/1960)
Sex:
Male
Female
Height:
ft.
in.
Weight:
lbs.
1. Have you ever used any form of tobacco (Cigarettes, pipes, cigars, chew & nicotine gum)?
Yes
No
If yes: type, quantity, number of years used & last used (MM/DD/YEAR):
2. Have you ever been rated or declined for insurance?
Yes
No
If yes, date, reason and name of company:
3. Have you ever been treated for high blood pressure or cholesterol?
Yes
No
If yes, date diagnosed and last reading:
4. Are you currently taking any prescription medications?
Yes
No
If yes, prescription name and current dosage:
5. Has any member of your immediate family (parent or sibling) been treated for coronary artery disease or cancer?
Yes
No
If yes, list Relationship, Diagnosis, Age at Diagnosis, Age Deceased (if applicable):
6. In the past three years have you had three or more moving violations or had your driver's license suspended or revoked or been convicted of a DUI?
Yes
No
If yes, type of violation, conviction date, treatment recommended:
7. Have you ever been told by a physician, psychiatrist, psychologist or other medical practitioner you had, or been treated for:
A. Diabetes, Fainting, seizure, alcoholism or depression?
B. Cardiovascular, respiratory, digestive, liver, kidney, or blood disease or disorder?
Yes
No
If yes:
Diagnosis Date Treatment/Medication Duration Current Status
Requested by:
Requestor E-mail:
(to receive confirmation)
Requestor Fax:
Death Benefit:
$
Term:
10
15
20
25
30
UL:
Send application with quote:
Comments:
|
home
|
impaired risk
|
life
|
forms
|
annuities
|
quotes
|
licensing
|
about the company
|
carriers
|
Insurance Associates
617A Cliff Street
Battle Creek, MI 49014
269.968.8510 · 800.783.7378
Fax: 269.968.8531
shanlian@jasnetworks.net
ILS Web Design