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Applications and Forms
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The 360 Plan
Application – Includes Heath & Life
The 360 Plan
combination health & life application. Includes the
Authorization for Release of Health-Related Information and the
Monthly Automatic Payment Plan.AR,AL,IL,IN,NC,OH,TN,TX |
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The 360 Plan
Application – Includes Heath & Life
The 360 Plan
combination health & life application for
Florida.
Includes the Authorization for Release of Health-Related
Information and the Monthly Automatic Payment Plan.
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The 360 Plan
Application – Includes Heath & Life
The 360 Plan
combination health & life application for
Georgia.
Includes the Authorization for Release of Health-Related
Information and the Monthly Automatic Payment Plan.
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Life Insurance
Reinstatement Application - Standard
TN,TX,IN,GA,AR
Application and
HIPAA authorization required to reinstate a life insurance
policy |
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Replacement
Notice – Life Insurance or Annuity
A Replacement
Notice is required for each life insurance applicant. The Notice
must be signed and dated by both the life insurance applicant
and you, the product on or before the date of the insurance
application. A copy of the signed Life Insurance Replacement
Notice and all sales materials used during the sales
presentation must be left with the life insurance applicant.
OHIO |
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MNL
Appointment Kit for The 360 Plan
Kit containing
an appointment checklist, Requisition for Agent Appointment,
Producer Agreement and Direct Deposit form. |
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The 360 Plan
Preferred UW Questionnaire
Required form
if applying for The 360 Plan preferred or super-preferred health
rate. The preferred rate is available for applicants age 18-50
who qualify based on health history. |
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Confirmation
of Sole Employee Entity
This form is to
be completed by an applicant claiming sole employee entity
status and requesting to submit a business check for the health
insurance premium. TENNESSEE ONLY |
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The 360 Plan
List Bill Instructions
Instructions
for establishing a list bill for the health insurance portion of
The 360 Plan. |
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The 360 Plan
List Bill Set-Up Form
This form is to
be completed by an officer of the group requesting that health
insurance premiums be set-up on a list bill. |
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The 360 Plan
List Bill Election Form
This election
form is to be completed by each applicant allowing their health
insurance premium to be deducted on a list bill. |
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List Bill Only
– Monthly Automatic Payment Plan
Required form
if the applicant would like to pay premiums for The 360 Plan on
a monthly basis through an automatic checking account bank draft
or credit card payment and has elected to be part of a list
bill. |
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Freedom HSA
Rollover Form
This form
should be used for a rollover or direct transfer from a previous
HSA or MSA. |
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Freedom HSA
IRA Transfer
Form to be used
for a one-time contribution from your IRA. |
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Freedom HSA
Deposit Ticket
This form
should be used to make a deposit by check into an existing
Freedom Health Savings Account. |
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HSA
Attestation Form
Required form
when applying for the HSA-Qualified plan and electing "Own HSA"
in The 360 Plan quoting software. The form attests to the intent
to open an HSA or that the applicant currently has an HSA.
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Freedom HSA
ACH Form
Freedom HSA
form used to establish an automatic withdrawal or automatic
deposit from an established bank account or other institution.
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Freedom HSA
Application and Custodial Agreement
Application to
establish a Freedom Health Savings Account. |
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Brochures and Guides
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The 360 Plan
Brochure
Sales brochure
for The 360 Plan containing information about the benefits
available for health, life, critical illness and disability
income insurance. |
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Freedom HSA
Brochure
Small brochure
containing the rules and benefits of an HSA along with the
features of the Freedom HSA. |
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The 360 Plan
Producer's Guide
Extensive guide
containing information on new business, underwriting and inforce
rules and procedures. |
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The 360 Plan
Disability Income Occupation List
The Disability
Income benefit rider is not available for every occupation. This
list details which occupations are eligible for disability
coverage. |
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The 360 Plan
Health Insurance Risk Evaluation Guide
Large,
comprehensive guide that details underwriting guidelines for The
360 Plan health insurance. This guide contains extensive
information about specific medical conditions. |
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The 360 Plan
Life Insurance Rate Guide
Life insurance
guide for The 360 Plan which includes product information,
underwriting guidelines and rates. |