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SPIA underwriting Questionnaire

(Single Premium Immediate Annuity)


Please complete the form below to properly evaluate/underwrite your client for the SPIA Lifestyle Annuity.

To receive a formal quote, please complete the proposal request form.

   * Required Field

Clients Name:     

                DOB:       Sex:  

 

Agent Info:

    Name:      

    Agency:     

    Phone #:          Fax #:

    e-mail address: 

 

Lifestyle Annuity Survey Form

*Unlike the other forms in this site, all these questions must be answered...

1. Does your client average of 10 or more cigarettes per day?  

 

2. Does your client smoke 1 to 10 cigarettes per day?  

 

3. I currently use smokeless tobacco, pipe or cigars?  

 

4. Please indicate clients current height and weight?

      Height?       Weight?  

 

5. I am currently treated for hypertension or high blood pressure?  

 

6. Does your client have a blood pressure reading of 180/105 or greater

in the last 12 months?  

 

7. Is your client treated for high cholesterol by oral medication?  

 

8. Does your client take 3 or separate medications to control

high cholesterol?  

 

9. Is your clients cholesterol/HDL ratio been reported as?  

 

10. Is your client currently treated for diabetes controlled by insulin or

oral medication?  

 

11. Is your client currently treated for diabetes controlled by diet?  

 

12. Was your client diagnosed as a diabetic prior to age 20?  

 

13. I am treated for chronic asthma, currently on prescribed medication and had a

hospital admission, caused by his asthma?  

 

14. Has your client been treated for a serious illness such as stroke, heart condition,

cancer, kidney failure or multiple sclerosis?   

Diagnosis:  

 

15. I have a close family member (parent, brother or sister) die from a heart attack, stroke or

diabetes below the age of 50?  

 

Please make any comments about your client including any other problems

that were not disclosed on the underwriting information request form.

               

 

  

Upon completion of underwriting review and an  offer from an underwriter, we will need a copy of this questionnaire signed and submitted to the company with the application and a copy of the Lifestyle Annuity Quote.

Upon submission of a formal application, your client may be contacted by State Life Insurance Company to verify the information.

To request a quote, please complete a proposal request form.

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