May 8, 2019
Introducing National Life Group’s New Life Insurance Application
We know that your time is valuable, and the more time you spend with your clients, the more successful you can be!
What is Happening?
National Life Group has simplified the life insurance application process by combining the LSW and NL writing company applications into one version, for all states other than NY and CA.
Starting May 13th, when submitting paper applications, you will be able to select the writing company (LSW or NL) at the top of your application. Selected the wrong writing company? You won’t have to get a new application signed by your client as you did before, simply notify your case manager.
CLICK HERE to view the new application.
How to prepare?
eApp User?
No changes to your experience, eApp always has the most current version!
Please Note: Your product selection screen is going to look a little different. You’ll see that there will be multiple NL product options and one will have a “void” message. The “void” message will disappear after May… do not select these products if you are submitting a new application.
Do you have NL life applications in progress? If you continue with an unfinished NL application in eApp after May 11th, you will be presented with a blocker screen which will guide you through the process of selecting the updated application.
IMPORTANT: All NL applications started prior to May 11th will need to be completed before the end of May otherwise they will no longer be accessible.
IMPORTANT: All NL applications started prior to May 11th will need to be completed before the end of May otherwise they will no longer be accessible.
Paper Application User?
You’ll have a 30-day transition period, so if you have any in-flight apps on the NL/LSW paperwork send those in! For the most current application versions, visit Merrill on or after May 13th. The 9212 application version will only be used in NY and CA until the updated applications forms are approved in those states.
Why is this important to me?
- Less form numbers to remember
- LSW and NL products are now available on form number 8121
- Less wait time when the wrong writing company is selected
- You no longer have to get additional client signatures, notify your Case Manager.
What else is happening?
Coming soon:
- Improvement to the billing section of the eApp
- Kaizen applications accepted on eApp
- Additional products added to the NextGen eApp experience
- Real-time ID validations within eApp
Set yourself up for the smoothest eApp experience possible
Best browsers to use:
- Microsoft Edge
- IE11*
- Firefox 52
- Chrome
- Safari (iOS 7.x, iOS 8.x, iOS 9)
Application Kit Updates
Application kits have been updated and they will be available for ordering on May 13th. Changes made are listed under each kit below.
LSW Life Insurance 8121 Application Kits. Each app kit will have the revision date of (0519). The California application kit will be updated at a later date.
- 8121(2019) – Individual Life Insurance Application
- 8122(2019) – Second Proposed Insured / Other Insured Life Insurance Application
- 8123(2019) – Supplemental Information to the Application for Life Insurance
- 8121G(0119) – Agent’s Report
- 20648(0519) – New Business Checklist (previously form number 8632)
- 8121Instr(0519) – Application Kit Instructions
NL Life Insurance 9212 Application Kits. Each app kit will have the revision date of (0519). The California and New York application kits will be updated at a later date.
- 8121(2019) – Individual Life Insurance Application (previously form number 9212)
- 8122(2019) – Second Proposed Insured / Other Insured Life Insurance Application (previously form number 8531)
- 8123(2019) – Supplemental Information to the Application for Life Insurance (previously form number 20242)
- 8121G(0119) – Agent’s Report (previously form number 9212G)
- 20648(0519) – New Business Checklist (previously form number 8658B)
- 8121Instr(0519) – Application Kit Instructions (previously form number 9212Instr)
TC107595(0419)1
