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LIFE INSURANCE Aditya Barley Sun Life Insurance Company LimitedPROTECTING INVESTING FINANCING ADVISINGCertificate of Insurability for All Insured (except Major Child) Health Policy Any alterations/corrections
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How to fill out certificate of insurability form
How to fill out certificate of insurability
01
To fill out a certificate of insurability, follow these steps:
02
Start by providing your personal information: name, address, and phone number.
03
Next, enter your policy information, including the policy number and effective date.
04
Indicate the type of insurance you are applying for and the coverage amount.
05
If there are any medical conditions to disclose, provide accurate and detailed information.
06
Sign and date the certificate of insurability to verify the accuracy of the information provided.
07
Review the completed form for any errors or omissions before submission.
Who needs certificate of insurability?
01
Anyone who is applying for a life insurance policy or participating in an employer-provided group insurance plan may need a certificate of insurability.
02
Typically, individuals who have experienced a life event such as marriage, having a child, or significant health changes will require a certificate of insurability.
03
Employers may also request a certificate of insurability when an employee wants to increase their coverage under a group insurance plan.
04
It is best to consult with your insurance provider or employer to determine if you need a certificate of insurability in your specific situation.
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