Paper application Part B to be discontinued

Disability Insurance:::Life Insurance:::

05/03/2023

Your clients have two fast and easy ways to complete part B of their life and individual disability insurance (IDI) applications – online or via TeleApp (questions are completed over the phone). These options account for the majority of application submissions. Due to the many benefits the online and TeleApp options offer – quicker turnaround times, fewer amendments, and a better overall customer experience – we’ve made the decision to discontinue use of the paper Part B. Effective June 5, 2023, we’ll no longer accept a paper part B for life and IDI applications. Any paper Part B’s currently in process should be submitted to the home office before June 5. 

Getting started using online Part B or TeleApp is easy for you and your clients. Review the process for each option. If you have questions or need assistance, contact your new business team.