New Business & Underwriting
The Serenia Life Underwriting team is committed to providing the best possible assessment for all of your clients in combination with sound risk assessment, in order to maintain our responsibility to all our policyholders.
Underwriting Guides
Our Underwriting guides are here to help with your business.
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| Title | Reference Number | Date |
|---|---|---|
| Advisor Field Underwriting Guide | AFUG | |
| Age and Amounts Requirements | ||
| HealthMatch Preferred Underwriting Guidelines | ||
| Protecting Your Privacy Brochure | ||
| Tele-Interview Brochure |
Underwriting Forms & Consents
Forms and consents to support you in writing new business.
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| Title | Reference Number | Date |
|---|---|---|
| Add Child(ren) to an Existing Child Protector Benefit | SER120 | 2022-10-03 |
| Application for Reinstatement, Change to Non-Smoker Rates and/or Statement of Continued Insurability | SER156 | 2022-10-03 |
| Certificate of Translation | SER002 | |
| Consent to the Disclosure of Individually Identifying Health Information | SER031 | |
| Consent to the Disclosure, Transmittal or Examination of a Clinical Record | SER190 | |
| Direction to Replace FaithLife / Serenia Life Policy | ESIG197 | |
| Disclosure Form : Statement of Intent to replace an Existing contract of Life Insurance | SER189 | |
| Vitals Form | SER159 | |
| Wealth Management Electronic Application Signature Pages | SER175 | 2022-11-29 |
Underwriting Questionnaires
Underwriting questionnaires you may need for writing new business.
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| Title | Reference Number | Date |
|---|---|---|
| Activities of Daily Living Questionnaire | ESIG201 | |
| Alcohol Usage Questionnaire | SER026 | |
| Asthma Questionnaire | SER191 | |
| Back / Neck Pain Questionnaire Supplement Application | SER194 | |
| Confidential Medical History Questionnaire | SER196 | |
| Diabetic Questionnaire | SER021 | |
| Drug Usage Questionnaire | SER033 | |
| Hypertension/High Blood Pressure Questionnaire | SER195 | |
| Mental / Nervous Disorder Questionnaire | SER136 | |
| Military Questionnaire | SER168 | |
| Pre-Screening Health Questionnaire | PSHQ | |
| Scuba Diving Questionnaire | SER163 | |
| Temporary Resident Guidelines | ||
| Travel Questionnaire | SER169 |