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AIG Processing Instructions
All Applications must be completed in BLACK ink.
- FAX the following paperwork to HBW's American General New Business Processing Department at fax number (888) 501-1771.
American General Application Transmittal Form - Once a policy number is issued, HBW will fax this form to the agent with the policy number attached.
- Client Application - Two versions of the Client Application Part A long version (for all AIG products), Short App Version (For Term only products).
- Bank Draft form and Voided Check (if premium will be paid monthly)
- LTLIA RECEIPT - If you submit cash and/or a signed bank draft and the 2 health questions are answered NO, then the client qualifies.
- If your client does not want to have temporary insurance, please write DECLINED on the LTLIA and have your client sign and date.
- Paramedical Exam and Lab Ticket (aramedical Exam represents Part B of application, the physical measurment pages 1 and 2, and the lab ticket)
- For Child Riders - Agent must complete a child rider, form #AGLC-1002412006.
- HIPAA Form
- HIV Consent Form
- Replacement Form (if replacing existing policy)
- Disclosure Form (Not required in all states)
- Any additional state specific and/or supplemental forms required.
- Please note for all permanent products a signed illustration is required.
Note: All of the above items must be completely filled out and submitted to HBW together as a complete packet, or your business will not be processed. This includes the paramed.
- Once the application is received by HBW it will be reviewed for completeness. If the application is incomplete, you will be notified, via fax or e-mail, with information regarding the necessary corrections. Agents who continually submit incomplete applications will ultimately have the applications returned.
- Once the application is complete it will be assigned a policy number, scanned and electronically sent to American General. Note: Once a policy number is issued, HBW will fax the Agent a copy of the "Fax Transmittal Form" with the assigned policy number. If you do not receive the policy number within 48 hours, do not resubmit the application. Call HBW's New Business Processing Department to request the policy number. If Advance Payment has been collected, do not mail until policy number has been provided. Write the policy number on the check and mail to American General. All Premium Payments must be sent directly to American General at the following address:
AIG Life Brokerage Midwest Operations Center
P.O. Box 401 Milwaukee, WI 53201-0401.
- Once the application has been scanned and sent to American General, case information can be viewed by the Agent (typically within 24-72 hours) on https://producer.aigag.com/.
AIG Status / Pending Business