Life Application - Access Brokerage Services 2026

1. Click ‘Get Form’ to open the Life Application - Access Brokerage Services in the editor.
2. Begin with Section I, 'About the Proposed Insured.' Fill in personal details such as name, address, date of birth, and contact information. Ensure accuracy as this information is crucial for identification.
3. Proceed to Section II, 'About the Owner,' if applicable. If the owner differs from the proposed insured, provide their details including relationship and identification.
4. In Section III, 'About the Beneficiary/Beneficiaries,' list all beneficiaries along with their relationships to the proposed insured. Specify percentages of proceeds if necessary.
5. Complete Section IV regarding coverage options. Select desired life insurance types and specify face amounts and riders as needed.
6. Review Sections V through VIII for existing insurance details and general risk questions. Answer truthfully to avoid delays in processing.
7. Finally, ensure all required signatures are obtained in the Certification section before submitting your application.

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