Walter District

Primary Agent Name *

First

Last

Primary Agent Email *

Primary Agent Phone Number *

Primary Agent Code *

Secondary Agent Name *

First

Last

Secondary Agent Email *

Secondary Agent Phone Number *

Secondary Agent Code *

Commission Split If Applicable *

Broker Name (If Appl.) *

Broker Commission Schedule (If Appl.) *

Commission Code (If Appl.) *

New Case Information

Are we enrolling core products? *

Risk Class *

Coverage Effective Date *

Policy Effective Date *

Benefit Bank? *

Employer Paid? *

Pre-Enrollment: Opener Responsbilities

Fast Forms signed, Sent to Home Office and [email protected]? *

Yes

Re-Work? *

Yes No

Opener Comp and Case Count listed on sheet? *

Yes No

ePOP, if Pre-Tax, sent to [email protected]? *

Yes Not Pre-Tax

Is Group Meeting date and time set? *

Yes No

Date & Time of Group Meeting *

Additional Group Meeting notes or needs? *

What is the type of group meeting? *

Is the Enrollment date and time set? *

Yes No (Must Provide 3 Business Day Notice)

Date & Time of Enrollment *

Additional Enrollment notes or needs? *

What is the type of enrollment? *

Was the Program Request Form sent to Home Office no less than 48 hours before enrollment? *

Yes Not Applicable

If "yes" to Program Request please list what was requested. *

Value Add approval email from Home Office sent to [email protected]? *

Yes Not Applicable

Benefits Selections (Options marked * Are THe Default)

Has a Quick Quote already been provided to [email protected] in lieu of product selections on this form? *

Yes No

Plan Type *

IAC 4000 Basic IAC 4000 Preferred* IAC 4000 Premier*

With Wellbeing? *

Yes No

If "yes", what type of Wellbeing? *

If "yes", what value of Wellbeing? *

Disability Riders? *

EE SP Neither

Active Lifestyle Rider? *

Yes No

Gunshot Rider *

Critical Illness Rider? *

Sickness Hospital Confinement Rider? *

Plan Offered? *

Riders *

Specific Disease* Initial Diagnosis* Progressive Payment Rider* Not Offered

Plan Level *

Cancer - 1 Cancer - 2 Cancer - 3 Cancer - 4

Health Screening Rider *

Plan Offered? *

Select One *

Plans Offered *

Term* Whole* Not Applicable

Do you need RIVS and/or digital postcard? *

Additional Notes for Coordinator *

Walter District New case form

Agent Information

New Case Information

Pre-Enrollment: Opener Responsbilities

Benefits Selections (Options marked * Are THe Default)