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WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST Phone 608/441-1200, Fax 608/441-7044 TO: Benefits Administrator FROM: Kathy Gallagher Life and ADD Policy Number: 10080000 Lincoln National Life Insurance
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Start by gathering all the necessary information and documents required to fill out the life - WBA employee form. This may include personal details such as your full name, date of birth, and contact information.
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Carefully read through the form and make sure you understand each section before proceeding. Some sections may require additional documents or information, so be sure to have those ready as well.
03
Begin by filling out the basic information section. This will include your employment status, job title, department, and any other relevant details about your position at WBA.
04
Next, you will need to provide information about your beneficiaries. This may include their full names, relationships to you, and their contact details. If you have multiple beneficiaries, make sure to mention their percentage of allocation for the life insurance benefits.
05
Proceed to fill out the medical information section. This may include questions about your health history, pre-existing conditions, and lifestyle habits. Be honest and accurate when providing this information, as it may affect your eligibility or premiums.
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If required, provide any additional information or documentation requested in the form. This could vary depending on your specific circumstances, so carefully review the instructions and fill in the necessary details.
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Review the completed form for any errors or missing information. Double-check the accuracy of all the provided details before submitting the form.
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Who Needs Life - WBA Employee?

01
WBA employees who want to ensure financial security for their loved ones in the event of their untimely demise.
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WBA employees who have dependents or beneficiaries that rely on their income or financial support.
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WBA employees who want to take advantage of the life insurance benefits offered by the company to protect their loved ones from potential financial hardships.
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WBA employees who want to have peace of mind knowing that their loved ones will be taken care of financially in case of their death.
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Life - WBA employee refers to the life insurance policy provided to employees of WBA (Westbrook Agency).
All employees of WBA are required to file for the life insurance policy provided by the company.
Employees can fill out the life insurance form provided by WBA HR department and submit it along with any required documentation.
The purpose of life insurance for WBA employees is to provide financial protection to their beneficiaries in case of the employee's death.
Employees must report their personal information, beneficiary details, coverage amount, and any other relevant information required by the life insurance policy.
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