Best Practice: Tips to Ensure Accuracy and Help Reduce Errors

We want to make life insurance submissions easy and efficient. Here are a few tips to help ensure accuracy and help reduce errors when you complete and submit life insurance applications: 

• Take time to review with applicants their correct legal name and spelling, address, Social Security number, and date of birth.
• Check that prior data you have on file has not changed (e.g., new address, name change due to marriage or divorce, etc.).
• Ensure only one address is listed in the residence address section. Please note that P.O. boxes are not considered to be valid addresses.