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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. In other states, you will have the option to complete a Statement in Lieu of an Illustration, or you can attach the full 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: 2023/11/17 10:06 by bturner