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1. When filling out the insurance application form, you must pay attention to the following points:
(1) The insurance application form should be kept clean, undamaged, and unfolded.
(2) Use a black or blue-black pen or a signature pen to fill in the form. Pencils and ballpoint pens are not allowed.
(3) The insurance application form must be filled out in simplified block letters with clear handwriting and neat fonts, avoiding traditional Chinese characters, connected characters, cursive writing, etc. Uncommon words are marked in pinyin.
(4) The contents filled in the insurance application form should be accurate and complete to avoid omissions and alterations.
(5) It should be filled in within the limited position of each column of the insurance application form and cannot be filled in other positions at will.
(6) The obligation to report truthfully must be fulfilled and should be filled out objectively and truthfully, without concealment or evasion.
(7) After the insurance application form is completed, it must be signed by the policy holder and the insured to confirm the filled-in contents.
2. The following will introduce the contents of filling in the insurance application form item by item:
(1) First fill in the basic information of the policy holder, the insured and the beneficiary:
1. Name, gender, date of birth: should be the same as those recorded in the ID card or household register.
2. Full age: The full age should be filled in. If the birthday has not yet arrived, fill in the age according to the previous one year old.
3. Document type: usually an ID card, but it can also be a household registration book, passport, military officer's ID card, mainland pass for Hong Kong, Macao and Taiwan residents, etc. If you are unable to provide the above certificates, please select "Others" and indicate the specific name of the certificate after "Others".
4. Document number: The number of digits in the Chinese citizen ID card number should be 18 or 15 digits. If the last digit is "X", it must also be filled in. Please check carefully after filling in.
5. Relationship between policyholder and insured: Please fill in the two-way relationship, such as: father and son. Do not fill in father or son. If there are multiple insureds, the relationship between the insureds should also be filled in.
6. Occupational name/occupational code: The specific occupational name should be filled in according to the occupational code table, such as: "Civil servants of enterprises and institutions", "Lumberjacks", not just "staff" and "workers" . Please carefully search the occupational code table and fill in the occupation code. If you are engaged in multiple occupations, you should fill in the occupation code with a higher category.
7. Driver's license and permitted vehicle type: Please select "Yes" or "No". If yes, please fill in the permitted vehicle type.
8. Contact information: Please fill in the latest phone information. You must choose between mobile phone and fixed phone. Please fill in the full name of your work unit accurately. If there is no unit, please indicate it. The mailing address must match the postal code, and the address should include: "province, city, district/county, street, building number, house number", etc., so that the company can keep in touch and communicate with you.
9. Beneficiary information: It should be designated by the policy holder and the insured. The beneficiary designated by the policy holder must be agreed by the insured. The beneficiary should be as clear as possible. The designated beneficiary must be someone who already exists. If there are multiple beneficiaries, the beneficiary order and beneficiary share should be noted. The total beneficiary share of the beneficiaries in the same order should be 100%.
(2) Next, fill in the "Insurance Application Matters" and "Financial and Other Notifications". The insurance application matters can be combined with your insurance needs and the products and services the company can provide you. , filled in under the guidance of business personnel.
10. The proportion of insurance types purchased must comply with our company’s products and related business policies for the current period.
11. Insurance name: The name and code of the insurance type issued by the company should be accurately filled in and matched. For example, for Jixing Gaozhao Type C Endowment Insurance (dividend type), the name of the insurance type should be filled in as "Jixing Gaozhao" C", the insurance code should be filled in as "647".
12. Insurance period and protection type: please fill in according to the terms. If the terms do not distinguish between protection types, you do not need to fill in; insurance amount and number of insured copies: fill in one according to the type of insurance and fill in the number of copies insured. , fill in the insurance amount according to the insured amount, and indicate the unit at the same time, such as "xxx million yuan" or "xxx shares"; insurance premium: based on your age, gender, the type of insurance you choose and the payment period, etc., through Fill in the query rate table, such as 5000.00.
13. Payment method and agreed payment period: Payment methods include "one-time payment", "annual payment", "monthly payment", etc. If the payment method is annual or monthly, the payment period must be filled in; if the payment method is one-time payment, the payment period is blank. If the payment period according to the insurance terms is to a certain age of the insured, fill in "to XX years old" in the agreed payment period column.
14. Payment form: The payment form for the initial and renewal premiums is a choice. If you choose to pay the insurance premium in the form of "entrusted bank transfer", you should complete the account information and account name. , account opening bank and account number are indispensable. The name on the account should be consistent with the name of the policy holder.
15. Collection information: It should be filled in correctly according to the type of insurance purchased. Usually only pension insurance and annuity insurance have collection information. Currently, only a few types of insurance involve collection information, such as Splendid Years A/B, Ximanduoliang Fully insured etc. The options for collection frequency, collection period, and collection method are all optional.
16. Financial and other notifications: You should truthfully fill in and tick each item based on your actual situation. If the insured has ever purchased other life insurance, please select "Yes" and indicate the name of the underwriting company, name of the insurance type, insured amount, date of insurance, current status of the policy, and claims history.
(3) Next, continue to fill in the "Health Notification" content
17. Please carefully read the health notification content item by item and tick one by one according to the actual health status of the insured person. If you select "Yes" for an item, you must provide a detailed explanation in the space at the bottom of this page, indicate the item number, and describe the relevant diagnosis and treatment, including the cause of the disease, date of onset, hospital name, diagnosis results, and current status.
(4) Finally, please read the customer statement, signature column, salesperson information, insurance instructions, etc.
18. Before you sign your name in the signature column, please carefully Read the insurance instructions and customer statement (must be filled in by yourself).
19. The signatures of the policy holder and the insured must be signed by themselves and shall not be signed by others. However, if the insured is a minor, his or her legal guardian (usually a parent) shall sign on his or her behalf. , and indicate its relationship with the insured. Please use your regular signature font when signing.
20. After confirming that the insurance application form is filled in correctly, the insurance company’s sales staff will fill in the salesperson information column on the insurance application form.
(5) If you purchase an insurance policy that includes a second insured person, you must also inform the second insured person of the above situation.