Common Forms
This common form initiates the underwriting and new business processes for Broad, Affluent, and MultiLife New Business.
What is the common application (Part 1)?
For Affluent New Business, we will no longer use this unsigned form at Post Risk when there are changes to forms.
What is an Endorsement?
Temporary Insurance question is not on the common application. Pre Risk will be responsible for reviewing these two forms if on file to determine if TIA is wanted.
What is EFT and TIA forms?
The doc type for the new Additional Insured Supplement is _____.
What is AISUP?
On Day 1, Affluent and MultiLife will not have this type of application.
What is dynamic?
This common form is a report on the Proposed Insured’s (PI) health that is used for New Business and Underwriting
What is the common Health History (Part 2)?
State Farm and this distribution channel are now combined into the same tab as the rest of the Affluent market.
What is WFG?
What is the remarks section?
___________ is the centralized location where the Common SOP Overviews can be located for Application, Health History, Product Supplement, and Producer Report for Broad, Affluent, and MultiLife associates to access.
What is Common App SharePoint page located on NB Landing? (Will accept NB Landing page or NB SharePoint)
These types of forms are completed through OHH or vendors and include drill down questions providing details to base questions when needed.
What are Dynamic forms?
This new form was created to inform us what product the applicant is applying for.
What is the Product Supplement?
Brackets listed in requirement or amendment sample wording mean that we should do this.
What is replace the brackets with the information required?
Product supplement was received with mixed versions. The New Business Case Manager should take this step at policy issue to ensure we have the correct version in policy pages.
What is type the form on correct state version for signatures on delivery?
The _________ health history is only available on static version as these insureds cannot go through OHH platform.
What is juvenile health history?
“Paper” or Traditional is another word for these types of forms.
What is Static forms?
This form includes the information of the licensed sales professional certified by the state to solicit insurance and will be used for Broad, Affluent, and MultiLife New Business.
What is the common Producer Report?
MutliLife New Business will only be using common forms and file review for these types of applications.
What is fully underwritten applications?
Questions pertaining to a minor are built into the common Producer Report. This means this type of questionnaire is no longer required if the common producer report is received on a juvenile case.
What is the Dependent Questionnaire?
The void doc type for a product supplement not being used is _____.
The Product Supplement will only be on this type of form.
What is Static?
This new form is required for survivorship cases or additional insured riders for Affluent market.
What is the Additional Insured Supplement?
Requirements are not needed for discrepancies between this form and the illustration when we receive confirmation to "issue per illustration".
What is the application? (or product supplement)
We can accept this type of supplement in lieu of product change statement for both classic and common applications.
What is a Product Supplement?
Date of Birth and Date of _____ are now combined fields on the application.
What is Trust?
This type of form remains unchanged regardless of user input.
What are Static forms?