New Business Application Form

The New Business Supplement Application is a critical tool when delivering a policy to your client. It enables you to make necessary adjustments to the policy efficiently, without requiring additional client meetings or multiple signatures. This helps streamline the delivery process, reduces administrative work, and improves the overall client experience. Please watch the short video below for step-by-step instructions on how to complete and use this form properly.

Key Points to Remember:

• Always download the most current version of the form from Forms Depot.

• The form is state-specific. Ensure you are using the correct version for the state in which the policy is issued.

• For Indexed Universal Life (IUL) policies, any change requires a newly signed, revised illustration that reflects the updated policy design exactly as it will be issued.

Using the New Business Supplement Application correctly will help prevent delays, minimize rework, and ensure a smooth and compliant policy delivery process.