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How to complete Variable Forms
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After a policy has been bound, follow the steps below to enter information into the fillable forms:

 

1 - Expand the Issue banner and select “Step 1: Generate & Review variable forms list”

 

 

2 - Once the forms display, click the fill in icon for the corresponding form.

 

 

 

 

A green icon indicates that it will be prefilled with data from the system.

A red icon indicates that details must be manually entered before issuance.

 

Please contact [email protected] if you encounter any issues. 

 

 

 

 

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