Get the free DI Fact Finder - Cary Levinson

DISABILITY INSURANCE FACT FINDER Date PERSONAL & FAMILY INFORMATION Name Home Address Home Phone/Fax/Email Date & Place of Birth Occupation & Duties Employers Name/How long? Current DI (indicate if

How to fill out di fact finder

How to fill out a DI fact finder:

1. Begin by carefully reading through the entire DI fact finder form to familiarize yourself with the different sections and questions.
2. Start with the basic information section, where you will need to provide your personal details such as your name, address, phone number, and email.
3. Move on to the employment information section, where you will be asked to provide details about your current job, including your employer's name, address, and contact information.
4. Next, you will be required to provide information about your income. This may include details about your salary, bonuses, commissions, and any additional sources of income.
5. The next section typically focuses on your medical history. Here, you will need to disclose any pre-existing medical conditions, previous surgeries or hospitalizations, and any medications you are currently taking.
6. After that, you will likely encounter a section regarding your lifestyle choices, such as smoking and alcohol consumption. Be honest and provide accurate information.
7. The fact finder form may also include a section on your financial obligations, such as existing debts, mortgages, and other loan obligations. Fill in these details as accurately as possible.
8. Depending on the specific purpose of the DI fact finder, there may be additional sections covering topics like your personal goals, beneficiaries, and insurance coverage. Complete these sections as required.

Who needs a DI fact finder:

1. Individuals looking to apply for disability insurance may need a DI fact finder. Insurance companies often require prospective policyholders to fill out this form to assess their eligibility and determine appropriate coverage.
2. Financial advisors or insurance agents may also use a DI fact finder when assisting clients in obtaining disability insurance. By reviewing the completed form, they can better understand their clients' needs and recommend suitable coverage options.
3. Employers who offer disability insurance plans to their employees may require them to fill out a DI fact finder as part of the enrollment process. This helps administrators gather necessary data for underwriting purposes and plan management.

Overall, the DI fact finder serves as a comprehensive information-gathering tool for disability insurance applications, assisting insurers, advisors, and employers in assessing eligibility and tailoring coverage to individual needs.

For pdfFiller’s FAQs

What is di fact finder?

Di Fact Finder is a legal document used in the court system to gather information about a case or dispute.

Who is required to file di fact finder?

The individuals involved in a court case or dispute are required to file di fact finder.

How to fill out di fact finder?

Di fact finder can be filled out by providing accurate information about the case or dispute in the designated sections of the document.

What is the purpose of di fact finder?

The purpose of di fact finder is to collect relevant information and evidence to assist in resolving a legal case or dispute.

What information must be reported on di fact finder?

Di fact finder must report information such as facts of the case, evidence, witnesses, and other relevant details.

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