Best life

Enrollment Kit - best life (life)

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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 Applica​tion
  • 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.