Customer Service: 1-800-846-5970Contact Sales

Client Information

Client Name: John Doe
Client #: C123456
General

General

Birth Date: 12DEC1970
Gender: Male
Language: English
Smoker Class: Non-Smoker
Address:
15-123 Happy Lane
Toronto ON 1A1 A1A
CA
Resident Type: House
Home Phone: 416 555-5555
Business Phone: 416 555-5555
Email Address: TestingScreen@transamerica.com
Withholding Tax: Yes
Hold Mail: No

Related Policies

Policy # Policy Relation Policy Status
X1234567 Primary Insured Pending
X9876543 Primary Insured Inforce
Underwriting Requirements
Requirement Seq Message/Reason for Decision Status Date Designation
Paramedical Exam (Para) 001 Reviewed 23Mar2013 Nurse
Urine Specimen (HOS) 001 Ordered 23Mar2013 OSB
Underwriting Decisions
Client Decision: Pending
Underwriter: Mickey Mouse
Policy # SA Code Coverage UW Class Face Amount Policy Decision Decision Date NB Message
X1234567 102775 001 Non-Smoker $150000.00 Approved 30 AUG 1999 Mailed on 2002-02-07
X1234567 102775 002 Standard $150000.00 Non-Risk 30 AUG 1999 Yes
Delivery Requirements
Policy #: 080123456 -
Cash With App Amt: $230.25
Print Date: 30Aug1999
Mail Date: 31Aug1999
End of Delivery Date: 30Oct1999
Final Deposition Date: 30Nov1999
Requirement Seq Message/Reason for Decision Status Date Designation
Cash with App (CWA) 001 Cancelled 23Aug1999
Initial Premium Balance (CASH) 001 Reviewed 23Aug1999 INDEX 100%