Life insurance fact finder worksheet 2026

1. Click ‘Get Form’ to open the life insurance fact finder worksheet in the editor.
2. Begin by filling out the Proposed Insured Information section. Enter the first name, middle name, last name, SSN, birth date, address, city, state, ZIP code, and contact numbers. Ensure accuracy as this information is crucial for policy processing.
3. If the Proposed Owner differs from the Proposed Insured, complete the Proposed Owner Information section with their full name, SSN/TIN, birth date or trust date, and relationship to the insured.
4. In the Replacement Information section, indicate if there are existing policies. If yes, provide details such as company name and coverage amount.
5. Fill out Tobacco Use history by selecting the appropriate option that describes the Proposed Insured’s tobacco usage.
6. Complete Policy Information by noting down rate class and death benefit amount. Choose any optional riders that apply.
7. Review all sections for completeness before saving your work. Utilize our platform's features to easily edit or adjust any entries as needed.

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