Derecho
For use in the State of:
New York
Life Insurance Application and Forms Package
Table of Contents and Instructions
Form Name
Form Number
Instructions/Notes
Application for Life Insurance
ENB-7-07-NY
Application for Individual Life Insurance for all MetLife
affiliated companies.
Signatures RequiredAuthorization
EAUTH-07-NY
Proposed Insured’s authorization for release of
information to comply with the requirements of the
Health Insurance Portability and Accountability Act
(HIPAA).
Signatures Required
New York Informed Consent Form for
Blood and Urine Testing for the AIDS Virus
and Other Conditions
EHIV-04-NY
Notice and Consent Authorization form for HIV related
testing. Note: Usethe applicable form for each
Proposed Insured's state of residence.
Signatures Required
Producer Identification & Certification
EPID-54-07-NY
This is to be completed by the Producer attesting to
completion of the application and certification of
Owner identity.
Signatures Required - Producer and
Agency Management
Definition of Replacement
EREPLDIS-NY-DEF Completion requiredwhether Replacement is involved
or not.
Signatures Required
Personal Financial Information
EFIN-05-NY
To be completed when the amount of coverage is
$1,000,000 or over. Used to obtain information about
income and assets/liabilities of the Proposed Insured(s).
Medical Supplement
EMED-48-07-NY
This form is to be completed by the Proposed Insured
regarding his/her health forunderwriting purposes.
Note: Completion is optional if a full Paramedical/
Medical Exam is required. Best practice is to answer all
medical questions to enable the underwriter to
promptly begin the underwriting process.
What Customers Should Know
IDENTITY VERIFICATION:
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financialinstitutions to obtain, verify, and record information that identifies each person who applies for life insurance.
WHAT THIS MEANS FOR YOU:
When you apply for a policy, we will ask for your name, address, date of birth, and other information that will allow us to
identify you. We may also ask to see your driver's license or other identifying documents.
APP-PACK-IDG-NY (02/11)
PEANUTS © UnitedFeature Syndicate, Inc.
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What Producers Should Know
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Incomplete Applications may delay processing.
n Complete
all required sections and obtain all signatures and titles (where required).
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Do not use pencil to complete this application or use “white out” to make changes. If a change is made to
an answer, therespondent must initial the change.
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When a replacement is involved or if the policy state has adopted a replacement regulation, the appropriate state required
replacement form(s) must be signed and dated on, or prior to, the Application date.
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The NAIC Replacement Notice (EREPLDIS-NAIC) must be completed and signed in certain states if either the Proposed
Insured or the Owner hasany existing life insurance policies or annuity contracts even if they are not replacing
this coverage.
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While completion of the Medical Supplement (EMED-48-07) is not required if the Proposed Insured is being examined,
answering all medical questions (including the full name, address and phone number for each physician consulted) is
good field underwriting practice and will enable theunderwriter to promptly begin the underwriting process.
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Complete and sign the Producer Identification & Certification form.
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Social Security number of the Beneficiary is an optional field. However, this information is valuable in helping us locate
Beneficiaries at time of claim.
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Complete all Supplements and Questionnaires indicated by the applicant's selection in this...
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