Applicant
Co-Applicant
1)
Have you used tobacco or nicotine in any form during
the last 12 months?
Yes
No
Yes
No
2)
Does any person proposed for insurance currently have
life insurance in-force, or have an application for
life insurance now pending?
Yes
No
Yes
No
3)
Will this coverage applied for replace or change any
life or disability insurance currently in force?
Yes
No
Yes
No
4)
Has any person proposed for insurance ever been
declined, restricted, rated up or postponed for any
kind of life and/or disability coverage?
Yes
No
Yes
No
5)
Have you ever been treated for heart or circulatory
disorders, stroke, AIDS, diabetes, internal cancer,
melanoma or substance abuse?
Yes
No
Yes
No
6)
Have either of your natural parents died from coronary
artery disease or cancer prior to age 60?
Yes
No
Yes
No
7)
Have you ever been treated for high blood pressure,
high cholesterol or asthma?
Yes
No
Yes
No
8)
Have you had more than 2 moving violations in the last
three years?
Yes
No
Yes
No
9)
Has any person proposed for insurance had their
driver's license suspended, revoked or been charged
with a "DUI" within the last five years?
Yes
No
Yes
No
10)
Has any person proposed for insurance been convicted
of a felony or is any person proposed for insurance
currently on probation or parole?
Yes
No
Yes
No
11)
Has any person proposed for insurance, in the past
five years, made or now contemplate making flights as
a pilot, student pilot, crewmember or observer or
participated in or plan to participate in skydiving,
parachuting, hang gliding, underwater diving,
organized racing or any other hazardous sport?
Yes
No
Yes
No
12)
Have you been involved in a hazardous occupation in
the last two years such as: underground mining,
explosive handling, high-rise construction work or
high-risk professional sports?
Yes
No
Yes
No
13)
Are you an active member of the military or military
reserve?
Yes
No
Yes
No
14)
Do you have plans to travel extensively to developing
countries or areas of political instability?
Yes
No
Yes
No
15)
Do you currently have a 401K, 403B or other retirement
or pension plan?
Yes
No
Yes
No
16)
Do you have any capital gains considerations when you
complete your taxes each year?
Yes
No
Yes
No
17)
Do you have a need to reduce your Medicare taxes?
Yes
No
Yes
No
18)
Do you have a need to help provide for your
grandchildren?
Yes
No
Yes
No
Please explain any YES answers above:
There is no cost or obligation for submitting this
form. Doing so does not guarantee coverage. This is
only a request for a quotation, and not an application
for insurance. Information you provide will be used
solely to develop your quotation and will not be
provided to unaffiliated third parties unless required
by law.