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california_illustration_requirements

California Illustration Requirements

California requires that all pages of a signed illustration are submitted with the life insurance application. F&G can only process California applications that include this signed illustration. You will not have the option to complete a Statement in Lieu of an Illustration.

You will have the option of uploading an illustration that has either been signed in advance of the e-App, or is currently unsigned and can be signed through the e-App. Ensure that the correct option is selected.

When uploading an unsigned illustration:

  • Include all pages in the correct order
  • Page six should contain the signature section
    • Any illustration run April 21, 2018, and after is in the correct order
  • Confirm that all information on the illustration matches the information on the application (design, riders, face amount, premium, etc)

When uploading a signed illustration:

  • Include all pages
  • Confirm that the saved illustration you are uploading is signed. If you select the option to attach a signed illustration, no additional signatures will be applied to that illustration through e-App
  • The signature date on the illustration must be on or before the application signed date
  • Confirm that all information on the illustration matches the information on the application (design, riders, face amount, premium, etc.)
california_illustration_requirements.txt · Last modified: 2018/06/06 10:49 by bturner