SSN eligibility 3 options
Document types Conditions
Eligibility if conditions are met
SSN + eligible U.S. visa
No additional conditions. If your client has both a valid, eligible visa and an EAD, use the visa.
Ethos Term – Choice Ethos IUL If client doesnʼt meet other eligibility criteria, they may be routed to: ● TruStage Advantage Whole Life ● TruStage Guaranteed Acceptance Whole Life Ethos Term – Choice Ethos IUL If client doesnʼt meet other eligibility criteria, they may be routed to: ● TruStage Advantage Whole Life ● TruStage Guaranteed Acceptance Whole Life
Working professionals, spouses of U.S. citizens
SSN + EAD (no visa)
To qualify for Ethos Term – Choice or Ethos IUL, your client must meet the following conditions: ● No intention to travel outside U.S. within two years of EAD issue date. ● Must have lived in the U.S. for a minimum of 18 months. ● Under regular U.S.-based medical care, and have visited their physician in the last 18 months. ● N/A — client will be routed to TruStage Advantage Whole Life
DACA recipients, clients changing visas
SSN only
TruStage Advantage Whole Life TruStage Guaranteed Acceptance Whole Life
Clients changing visas or awaiting EAD renewal
ethos.com
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