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- Click ‘Get Form’ to open the max life pre issuance form in the editor.
- Begin by entering the date at the top of the form in dd/mm/yyyy format. This is essential for record-keeping.
- Fill in the Proposal Form Number accurately, as this will help identify your application.
- In the section for corrections, specify which details need to be amended, such as Proposer Name, Nominee Name, and Appointee Name. Ensure you provide first, middle, and last names where applicable.
- Complete the address fields by providing your current, permanent, and work addresses. Make sure all lines are filled out clearly.
- For coverage information, select your Base Plan Name and Coverage Term. Fill in premium details and any rider information if applicable.
- If you're opting for investment options under ULIP, choose one from Systematic Transfer Plan, Dynamic Fund Allocation, or Fund Options and allocate percentages accordingly.
- Finally, ensure that both customer and agent signatures are included along with their names in capital letters before submitting the form.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2013 | 4.4 Satisfied (45 Votes) |
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