Term Insurance
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1 877 536-4666.
| Name | |
|---|---|
| Loan Repayment Form | 1581 |
| Claim Note Form | 2004 |
| Client Identification Supplementary Information (effective June 23, 2008) |
PC 6330 |
| Life Insurance and Critical Illness Insurance - Express Application Form |
5072 |
| Life Insurance and Critical Illness Insurance - Express Application fillable Form Fillable application Instructions - Life Insurance and Critical Illness Insurance - Express Application |
5072 – Fillable 5072 – Instructions |
| Life Insurance and Critical Illness Insurance - Comprehensive Application Form |
5071 |
| Your Guide to Underwriting with Standard Life | 5664 |
| Life Insurance Policy Delivery Receipt | 5113 |
| Fax order form for Underwriting Requirements | PC BIL 3186 |
| Life Profiles – Reference Chart | 5137 |
| Life Profiles Questionnaire | PC 3521 |
| Underwriting Requirements - Protecta, Perspecta, Term 10/20 |
PC 4439 |
| Application for Change | XPS 2638 |
| Declaration of Insurability | 2761 |
| Declaration of Continued Insurability | PC 6065 |
| Pre-Authorized Debit (PAD) Agreement | PC 2010-Fillable |
| Life Insurance Needs Analysis Form | 6549 |
| Gradual Inheritance Concept (Flyer and application form) | 6544-fillable |
Supplementary Questionnaires (as required)
| Name | |
|---|---|
| Nervous condition questionnaire | PC BIL 5829 |
| Mountaineering questionnaire | PC BIL 5830 |
| Activities of daily living (ADL’s) | PC BIL 5832 |
| Alcohol Usage | PC BIL 2149 |
| Asthma | XPS BIL 541 |
| Diabetes | PC BIL 260 |
| Drug Usage | PC BIL 2148 |
| Confidential Financial Questionnaire | PC 2863 |
| Hazardous & Aviation Activities | 659 |
| Loss of Consciousness | PC BIL 2150 |
| Foreign Residence/Travel | 3965 |
PDFs posted on this Web site weigh 1Mb or less, unless otherwise indicated.
Sales Support
- Forms
- Marketing Material
- Underwriting Guide
- Life Insurance Needs Analysis Form
- Life Insurance
- Life Insurance - JET service
- Contract Provisions
- Rate Tables - Product features and benefits
- Premiums and fees information
- Limitations, reductions, exclusions
- Consumer rights and responsibilities
- Effective date of coverage
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