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What info do I need to provide to apply for your term life insurance policy?

You’ll need some info on hand when you apply, but you probably already know most of it off the top of your head.

Written by Kaycie Gaige
Updated today

You’ll need some basic information when you apply—but most of it is things you likely already know.

When applying for term life insurance, we may ask for:

  • Personal information
    (name, date of birth, address)

  • Identification details
    (Social Security number and driver’s license)

  • Health information
    (medical history, medications, lifestyle habits)

  • Financial information
    (income, coverage needs)

  • Background information (if applicable)
    (driving history or criminal history)

Having your Social Security number and driver’s license ready can help speed up the process.

It’s important to answer all questions accurately. We may verify your information with trusted third-party sources like the Social Security Administration, DMV, and Medical Information Bureau.

SSN and license number are used to help verify your identity, determine eligibility and prevent fraud. We use bank-level encryption for your protection.

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