Enrollment Kit - best life (life)
This checklist is provided as a guide. The carrier may require additional items and documentation. Please refer to the carrier’s underwriting guidelines for a complete list of requirements. Please use the latest version of forms.Our goal is to process your new enrollment easily and efficiently in order to provide you and your client with a quick approval. The following list outlines BEST Life's case submission requirements.
- Employer Enrollment Application
- Employee Enrollment Application (also indicate if waiving coverage) or Quick Enroll Census
- Beneficiaries or Employer letter stating they are holding Beneficiary file.
- Employer Check - Made payable to "BEST Life and Health Insurance Company" for the first month's estimated monthly cost.
- Copy of Life Proposal
- Agent Appointment Form and copy of license (if applicable).
After approval, prior carrier termination letter must be submitted by the employer or broker. |
For other useful or older documents, please refer to the Forms database.
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Quick Enroll Census
BEST Life
form # N/A
Effective date: 01.01.2016
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New Group Submission Checklist
BEST Life
form # N/A
Effective date: 12.01.2018
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BEST Life Group Term Life Master Application
BEST Life
form # N/A
Effective date: 01.01.2019
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BEST Life Application for Group Term Life
BEST Life
form # N/A
Effective date: 01.01.2019
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Agent Appointment Form
BEST Life
form # N/A
Effective date: 01.01.2019