Application Form - Disability Coverage

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APPLICATION FOR DISABILITY INSURANCE COVERAGE
Underwritten by certain Underwriters at Lloyd’s, London, England
through Hunter McCorquodale
480 University Ave., Suite 1100
Toronto, ON
M5G 1V2
1. Name of Proposed Insured:
Mr.
Mrs.
Ms
Miss
Dr.
Title___________
Section A
PERSONAL
First:
Middle:
Last:
Maiden if Applicable:
INFORMATION
2. Residence Address:
3. Date of Birth:
4. Age 5. Sex
_______ /_______ /_______
Street, Apt/Ste. #
City/Town
Prov.
Postal Code
Day
Month
Year
6. Mailing Address (if different from residence address):
7. Place of Birth (Province/Country):
Street, Apt/Ste. #
City/Town
Prov.
Postal Code
9. Social Insurance Number:
8. Telephone: Home (
)
Best time to Call: Best Place to Call:
11. Citizenship:
10. Owner, if other than Proposed Insured (owner must sign on page 4):
1. Employer (provide details for past 2 years):
Section B
a. Current Employer/Business Name:
e. Previous Employer/Business Name:
EMPLOYMENT
INFORMATION
b. Dates Employed
f. Dates Employed:
From:
To:
From:
To:
c. Address:
g. Address:
________________________________________________
_____________________________________________
d. Nature of Employers Business:
h. Nature of Employers Business:
Employee: How paid? ............
i. Current Employment:
Salary
Commission
Combination
Status
Unincorporated Business Owner/Partner
Incorporated Business Owner (>10% ownership): Date Incorporated____________
j. If self-employed:
Length of time self-employed_____________
Percentage Ownership Share:_________
No. of full-time employees (excluding owners):_________________
Fiscal Year-End
2. Duties:
a. Job Title:
b. Professional Designation/Degree:
c. Breakdown of Duties (total = 100%):
d. Description of Duties
Administrative/Office:
_____% _______________________________________________
Manual/Physical:
_____% _______________________________________________
Sales:
_____% _______________________________________________
Driving:
_____% _______________________________________________
Travel (outside North America):
_____% _______________________________________________
Supervision (outside office e.g. plant, jobsite):
_____%
_______________________________________________
3.a. How many months a year
b. How many hours a week
c. How many hours a week do
do you usually work?
do you usually work?
you usually work at home?
d. Length of time employed
e. Length of time employed
f. Are you actively working
Yes
in current job:
in similar job:
at your full-time job?
No
g. Do you have a part-time
Yes
If “yes”, describe exact duties:
or seasonal job?
No
h. Do you plan to change your duties,
Yes
If “yes”, give details:
occupation, or country of residence?
No
HM
Page 1
02/14

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