(a) should keep the insurance book clean, pollution-free, no folding,
(two) should be filled in with a black or blue-black pen and signature pen, not a pencil or ballpoint pen.
(3) The application form should be filled in block letters and simplified Chinese characters, with clear handwriting and neat fonts, avoiding traditional Chinese characters, couplet characters and cursive script. Words that are not commonly used are expressed in pinyin.
(four) the contents of the insurance policy should be accurate and complete, to avoid omission and alteration.
(5) It should be filled in the limited position in each column of the application form, and other positions are not allowed to be filled in at will.
(six) must fulfill the obligation to truthfully inform, should be objective and true, and may not conceal or avoid important information.
(7) After completing the application form, the applicant and the insured must personally sign and confirm the contents.
2. Next, the contents of the insurance application will be introduced item by item:
(1) First, fill in the basic information of the applicant, the insured and the beneficiary:
1. Name, gender and date of birth: it should be consistent with the contents recorded in the ID card or household registration book.
2. Full-time one-year-old: full-time one-year-old should be filled in. For those who have not reached their birthdays, fill in the form according to the age of the previous year.
3. Type of certificate: ID card, household registration book, passport, military officer's card, mainland pass for Hong Kong, Macao and Taiwan residents, etc. If the above documents cannot be provided, please select "Other" and indicate the specific name of the document after "Other".
4. ID number: The digits of our national ID card should be 18 or 15. If the last digit is "X", it must also be filled in, and it should be checked carefully after filling in.
5. Relationship between the applicant and the insured: Please fill in the two-way relationship, such as father-son relationship, not father-son relationship. If there is more than one insured, the relationship between the insured should also be filled in.
6. Occupation name/occupation code: The specific occupation name should be filled in according to the occupation code table, such as "civil servant of enterprises and institutions" and "lumberjack", not just "employee" and "worker". Please fill in the occupation code form carefully. If you are engaged in more than one occupation, you should fill in the occupation code with higher category.
7. Driver's license and driver's license: Please select "Yes" or "None". If yes, please fill in the driver's license.
8. Contact information: Please fill in the latest telephone information. Mobile phone or landline phone must be filled in. Please fill in the full name of the work unit accurately. If there is no unit, please indicate. The mailing address must match the postal code, and the address should include "province, city, district/county, street, building number and house number" so that the company can keep in touch and communicate with you.
9. Beneficiary information: It is designated by the applicant and the insured, and the beneficiary designated by the applicant must be approved by the insured. The beneficiary should be as clear as possible. The designated beneficiary must be an existing person, and the order and share of beneficiaries should be indicated when multiple beneficiaries are designated. The total share of beneficiaries in the same order should be 100%.
(2) Next, fill in the contents such as "insurance items" and "financial considerations", in which the insurance items can be filled in under the guidance of business personnel, combined with your insurance needs and the products and services that the company can provide for you.
10, and the insurance coverage ratio shall be in line with our current product and related business policies.
1 1. insurance name: it should be filled in and matched accurately according to the insurance name and code issued by the company. For example, for the old-age security (dividend-sharing type), the insurance name should be filled in as "Jixing Zhao Gao C" and the insurance code should be filled in as "647".
12. insurance period and coverage category: please fill in according to the terms, and leave it blank if the terms do not distinguish between coverage categories; Insurance amount and number of copies insured: fill in 1 copy according to the type of insurance, fill in the number of copies insured, fill in the amount insured, and indicate the unit, such as "xxx million yuan" or "xxx copies"; Insurance premium: according to your age, gender, type of insurance you choose and payment period, please fill in by inquiring the rate table, such as 5000.00.
13. Payment method and agreed payment term: Payment methods include "lump sum payment", "annual payment" and "monthly payment". If the payment method is year or month, the payment period must be filled in; If the payment method is lump sum payment, the payment period is empty. If according to the insurance clauses, the payment period is to be paid to the insured at a certain age, then fill in the column of agreed payment period as "Payment to XX years old".
14. payment method: the payment method of the first and renewal premiums is optional. If you choose the method of "entrusting bank transfer" to pay the insurance premium, you should fill in the account information completely, and the account name, bank and account number are indispensable, and the account name should be the same as that of the insured.
15. Receiving information: it should be filled in correctly according to the type of insurance. Usually pension insurance and annuity insurance only receive information. At present, only a few types of insurance involve receiving information, such as make it mine A/B and Ximandou old-age security. Collection frequency, collection cycle and collection method are all optional.
16. Financial information: According to your actual situation, fill it in truthfully and tick item by item. If the insured has insured other life insurance, please select "Yes", and indicate the name of the underwriting company, the name of the insurance type, the insured amount, the underwriting date, the current status of the policy and the settlement history.
(3) Next, continue to fill in the contents of "Health Notice"
17. Please carefully read the contents of the health notice item by item and tick one by one according to the actual health condition of the insured. If there is a choice of "Yes", it must be explained in detail in the blank space at the bottom of this page, indicating the number, and explaining the relevant diagnosis and treatment, including the cause, date of onset, hospital name, diagnosis results, current situation, etc.
(4) Finally, please read the customer statement, signature column, salesman information, insurance instructions, etc.
18. Before signing in the signature column, please read the insurance notice and customer statement carefully (you must fill it out yourself).
19. The signatures of the applicant and the insured must be signed by themselves, and no one else can sign them. However, if the insured is a minor, his legal guardian (usually his parents) will sign on his behalf and indicate the relationship with the insured. Please use my usual signature font when signing.
20. After the insurance company's business personnel confirm that the application form is correct, fill in the salesman information column on the application form.
(5) If the insurance covers the second insured, it shall also inform the second insured of the above situation.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.