HBW New Brokerage Business Transmittal Form HBW New Brokerage Business Transmittal FormClient applications can be obtained from the 'Download Applications & Forms' link at the top of the page. Follow this link and input the requested data. Select "Search". Add or remove desired forms. Select "Package & Print". Select "Print". Any forms indicated in YELLOW are required to complete and submit business.
Application forms and form numbers. Obsolete forms are not accepted. State laws mandate that each application page MUST have a legible form number. Outdated or illegible forms will be returned.
Black ink is necessary in order to process your business. Blue ink is NOT visible when faxed and cannot be processed.
Illegible information. Please write CLEARLY and answer ALL questions on the application. Illegible application will be returned for revision.
Signatures and application dates. All signature dates MUST be within 30 calendar days and must be submitted to HBW within 25 calendar days or they are considered "expired". All signatures pages must have the same date. Corrections to signatures and dates require a newly completed form.
Paramedical exams. Paramedical exams. A paramedical exam MUST be attached to every sale unless underwriting requirements dictate that the client is not required to complete an exam.
Complete List of Underwriting Requirements
Cash with Application (CWA) Please read through the Temporary Insurance page attached to each new business application to ensure that your client qualifies. Checks will not be accepted for sub-standard (table rated) cases. If you're submitting cash with the policy the check date must be the same as the application and for the full premium amount due.
If you're submitting cash with the policy the check date must be the same as the application and for the full premium amount due. PLEASE MAIL BOTH THE PREMIUM AND APPLICATION TO: HBW 3355 COCHRAN ST. STE. 100 SIMI VALLEY, CA 93063 ATTN: LIFE BROKERAGE
Once your application is reviewed we will notify you of any changes or additional paperwork needed to complete the sale. If you have additional questions on how to submit your life brokerage business, please e-mail staci@hbwinc.com.