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Insurance is the subject of the solicitation. PROPOSAL FORM FOR NON-MEDICAL/PENSION PRODUCTS Proposal Form Number: ON120696 This Box is For Office Use Only Please affix recent color Passport size

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How to fill out non medicalpension products

01

Step 1: Start by gathering all the necessary documents such as identification proof, proof of age, income proof, and address proof.

02

Step 2: Research and compare different non-medical pension products available in the market. Consider factors like the rate of return, flexibility, and terms and conditions.

03

Step 3: Once you have selected a suitable non-medical pension product, contact the provider or visit their website to obtain the application form.

04

Step 4: Carefully fill out the application form with accurate and complete information. Double-check all the details before submitting.

05

Step 5: Include any required supporting documents along with the application form, such as income proof or identification documents. Make sure to provide valid and verifiable documents.

06

Step 6: Review the filled application form and supporting documents one last time to ensure everything is in order.

07

Step 7: Submit the application form and supporting documents either online or by visiting the provider's office in person.

08

Step 8: Wait for the provider to review your application. They may contact you for any additional information or clarification if required.

09

Step 9: Once your application is approved, carefully review the terms and conditions of the non-medical pension product before signing any agreement or contract.

10

Step 10: Start making regular contributions or deposits into the non-medical pension product as per the terms and conditions.

11

Step 11: Monitor the performance of the non-medical pension product and make necessary adjustments as needed.

12

Step 12: Keep track of any changes in the policy or regulations related to non-medical pension products to ensure you always stay informed.

Who needs non medicalpension products?

01

Non-medical pension products are suitable for individuals who may not qualify for traditional pension plans or those who wish to manage their own retirement savings.

02

Self-employed individuals who do not have access to employer-sponsored pension plans can benefit from non-medical pension products.

03

Young professionals who want to start saving for retirement early and have flexibility in their contribution amounts may find non-medical pension products advantageous.

04

Individuals with pre-existing medical conditions or health issues that may disqualify them from traditional pension plans could consider non-medical pension products.

05

Those who desire more control over their investment choices and want to customize their pension plan according to their unique financial goals may opt for non-medical pension products.

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What is non medical pension products?

Non medical pension products are retirement savings plans that do not require a medical exam for eligibility.

Who is required to file non medical pension products?

Individuals who have non medical pension products or employers who offer non medical pension products to their employees may be required to file.

How to fill out non medical pension products?

Non medical pension products can typically be filled out online through the provider's website or through paper forms provided by the pension plan administrator.

What is the purpose of non medical pension products?

The purpose of non medical pension products is to provide individuals with a way to save for retirement without having to undergo a medical exam for eligibility.

What information must be reported on non medical pension products?

Information such as contributions made, investment options chosen, and account balances must be reported on non medical pension products.

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