Final Expense Revised Training- English

Processing and Application Call-Outs!

• Available via E-App: ManhattanLife's online application enrollment/ quoting tool (10 Easy Steps in the Agent Guide).

• Submitting Paper Applications: Fax – 1-866-754-9350 Attention: New Business Mail – P.O. Box 510690 Salt Lake City, UT 84151-0690.

Required Information

Complete residential address

• • • •

Date of birth Plan selection Correct Premium

• Bank draft date/Policy effective date • Eligibility questions • Applicant’s signature • Agent’s signature • Agent Number

Required Forms: 1. Replacement Form is required if agent is replacing insurance. (GA state specific replacement form) 2. Bank Draft Authorization Form : If client’s elects to pay premiums via bank draft. (EFT) 3. HIPAA Authorization Form.

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