Full Underwriting
Full underwriting offers the highest benefit amounts available for all IDI products. This underwriting process requires the client to provide financial and medical documentation. Medical exams may also be required. On average, an underwriting review and decision are provided within 17 business days.
To get started, review these tools:
- Complete requirements (JJ1213) (PDF)
- IDI underwriting quick reference guide (JJ2337) (PDF)
For additional tips, use these tools:
IDI Client Information Form (JJ2300)
Use this fillable form to complete client information for pre-screening, illustration or application needs for individual DI insurance.
View (PDF) • Order (PDF)
Tips for Better Underwriting (JJ1250)
Discusses how thoroughly completing the application can help make the underwriting process go smoother.
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DI9485