Type of insurance you would like to apply for
Do you know which disability insurance company/product you would like to apply for?
Do you know which term life insurance company/product you would like to apply for?
Please be specific and list specific manual duties that are performed on a daily basis.
We are looking to use the Unisex priced Multi-Life discount program from Principal for you if possible. This is the largest discount in terms of net percentage of premium that exists in the disability insurance market today. It is not available to all but we will try to get it for you.
IMPORTANT: Principal requires us to submit the application to them along with the following if we want to have the discount honored when it is approved:
FEIN (Federal Employer Identification Number) - This can usually be found on a W2. It can also be obtained from someone at your company. It is actually available publicly so let us know if you cannot find it. We can attempt to search for it.
The FEIN is not required in this form to submit it. We understand that you might need to look it up so feel free to send that along after this easy fact finder is done. You will also get an automated email from us that you can reply to with the information that we need for the discount.
include approximate dates and outcomes
Carrier Specific Questions - Guardian Disability Insurance
Replacement Details - Disability
If you are replacing another disability insurance policy, there will be additional forms that will need to be signed.