Client Summary
Agent Information
Agent Name: DYLAN HAWN Phone Number:
Agent Number: 000H456D-0-93-001 E-mail Address:
Agency Name: LARRY MCCLENDON Agency Number: 00012369-1-93-001
Fax Number:
Application Number: 0060635647 Effective Date: 03/12/2010
Personal Information
Last
Name
First MI
Sex Age Birthdate
(MM/DD/YY)
State of Birth
Social Security Number
Primary PEREIRA CHELSEA Female 19 09/13/1990
PA
XXX-XX-8551
Last
Name
First MI
Sex Age Birthdate
(MM/DD/YY) Full- Time Student?
Social Security Number
Dependent MALENDEZ AMAYA Female 1 03/12/2009
No
Resident Address: 132 PENNS GRANT DRIVE MORRISVILLE PA 19067
(NO P.O. BOXES) (Street) (City) (State) (ZIP Code)
Phone Number: (267) 567-2476 E-mail Address: CH3LS3ALP@YAHOO.COM
Alternate Phone Number:
Primary Insured Occupation: RETAIL
Is the Primary insured self-employed? Yes No
Current Insurance
Are any of the proposed insureds covered by any type of medical insurance? Yes No
Payment
Payment Amount: $160.96 (one-time $20 processing fee not included)
Monthly Quarterly Semi-Annual Annual
Check-O-Matic:
To begin Check-O-Matic withdrawals:Select a desired withdrawal day: (1-28): 15
Routing Number: 036001808 Account Number: 4247489506
If billing address is different than resident address, please complete:
Payor Name Address City State ZIP Code
Note:
The quotes shown above are based upon the information you provided us and are good for 30 days. The rates contained in these quotes indicate our preferred rates and are not guaranteed. These rates are subject to change based upon your application and medical history, our underwriting requirements, and any additional benefits you may select. You will not receive a final rate until the application process is complete. Please do not cancel any existing medical/dental insurance coverage until you have received written acceptance for coverage from us. You may be subject to a pre-existing condition limitation on benefits. Refer to the certificate of insurance for terms and conditions.
underwritten and issued by Time Insurance Company, Milwaukee, WI. California license number 08109 (Time Insurance Company).
Application Number: 0060635647 Medical Review
Complete questions 1-17 for all proposed insured(s).
A Detailed Medical Questionnaire will appear if we require additional information.
Note: Any follow-up visits in the last 5 years must be disclosed.
Within the last 5 years, has any proposed insured:
1. Had surgery in a hospital or outpatient facility? Yes No
2. Had medical treatment in a hospital or outpatient facility? Yes No
3. Had any urgent care or emergency room visits? Yes No
4. Received treatment, testing, consulted with or received a diagnosis from a doctor or
other healthcare provider? Do NOT include annual physical exams. Yes No
5. Had any testing with abnormal findings or tests for which you have not received results? Yes No
6. Been recommended or scheduled for diagnostic testing, consultations, treatment,
follow-up or surgery that has not been completed? Yes No
7. Received or recommended to have any treatment for alcoholism, alcohol or drug abuse
or addiction, including but not limited to, counseling or attendance at support groups? Yes No
8. Used illegal drugs, or prescription medications other than as prescribed, or been advised by a doctor or other healthcare provider to discontinue or decrease alcohol consumption or drug use?
Yes No
9. Been cited for operating a motor vehicle under the influence of alcohol or drugs? Yes No
10. Participated in any motorized vehicle racing (includes drivers, pit crew, owners or mechanics) or any of the following activities: skydiving, ultra light flying, scuba diving, hang gliding, rock or mountain climbing or rodeo participation?
Yes No
11. Has any proposed insured taken or been advised to take any prescription medication in
the last 12 months? Yes No
12. Has any proposed adult used tobacco products in any form or nicotine substitutes in the
last 12 months? Yes No
13. Has any proposed insured had a diagnosis, treatment or follow-up for cancer in the last
10 years? Yes No
14. Is any proposed insured currently pregnant, an expectant parent or in the process of
adoption or surrogate pregnancy? Yes No
15. Have any of the proposed insureds been declined, postponed, rescinded, reformed, charged an extra premium or had a portion of coverage excluded for life, disability or medical insurance?
Yes No
16. What is your current height and weight?
CHELSEA PEREIRA Height: 5 Feet7 Inches Weight: 170 lbs
AMAYA MALENDEZ Height: 2 Feet7 Inches Weight: 20 lbs
17. Have you fully disclosed all medical conditions for you (and your family) within the last 5
years? Yes No
Application Number: 0060635647 Preferred Rating Questions
Each proposed insured must complete the appropriate section. Spouses are considered separately for preferred rating eligibility and must also answer these questions. This information is not required for dependents.
CHELSEA
PEREIRA 1. Has the proposed insured used tobacco products at any time
during the past 3 years? Yes No
2. Did the proposed insured previously smoke or do they currently
smoke 10 or more cigarettes per day? Yes No
3. Did the proposed insured previously smoke or do they currently
smoke more than 1 cigar or pipe per day? Yes No
4. Did the proposed insured previously use or do they currently use
chewing tobacco? Yes No
5.
Has the proposed insured had blood pressure readings in excess of 140/90 or been treated for elevated blood pressure in the past 12 months?
Yes No
Unknown
6.
Has the proposed insured had cholesterol readings above 220 or a cholesterol/HDL ratio above 3.5 or been treated for elevated cholesterol or triglycerides within the past 12 months?
Yes No
Unknown
7.
Has the proposed insured had any citations for DUI or more than 1 moving violation including speeding ticket(s) within the past 2
years? Yes No
8. Has the proposed insured had a complete physical exam within
the past 3 years? Yes No
Authorizations
eSignature Authorization
I consent to apply for health insurance electronically. I understand that a paper version of this transaction will be sent along with the insurance plan. I can update information at any time during the application process by calling 800-596- 0049. I can withdraw consent any time prior to the completion of the transaction by sending a written request to Assurant Health: Attention Underwriting, PO Box 624, Milwaukee, Wisconsin, 53201. However in the event that I withdraw my electronic consent I understand that my insurance application may be delayed or canceled.
Do you agree with these statements?
Yes
No
Check-O-Matic Authorization Statement
I (we) hereby authorize Time Insurance Company, hereinafter called COMPANY, to initiate debit entries to the account and depository, hereinafter called DEPOSITORY, indicated on the other side, to debit the same to such account. This authority is to remain in full force and effect until COMPANY and DEPOSITORY have received written notification from me (or either of us) of its termination in such time and in such manner as to afford COMPANY and DEPOSITORY a reasonable opportunity to act on it.
Yes
No, I do not agree
No, I am not authorized
Health Advocates Alliance Authorization Association State
Health Advocates Alliance is a membership organization that promotes good health among its members and their communities. Membership in the Alliance is required in order to be eligible for health insurance coverage. Membership privileges include the opportunity to participate in all programs offered or sponsored by the Association. For additional information and benefits provided by the Association please see the Health Advocates Alliance Brochure (Form JI-1033).
I hereby request enrollment in the Health Advocates Alliance. I understand that nominal dues are required for
membership in the Association; if participating in a sponsored insurance program, then my annual dues may be collected in installments along with my insurance premiums. I also understand that membership dues are non-refundable, and my failure to remit membership dues will result in loss of eligibility to participate in any of the Association sponsored programs or benefits.
Do you agree with these statements?
Yes
No
Employer Sponsored Business (ESB) Statement
You understand and agree that you are applying for individual health insurance for you (and your family). You further understand that this application for health insurance will be fully medically underwritten and that coverage is not guaranteed. You are personally paying the entire premium for this health insurancecoverage. Your employer is not contributing in any way to the payment of premium, either directly or indirectly.
Do you agree with these statements?
Yes
No
Application Number: 0060635647 Final Authorization
Underwriting Authorization
In order to determine my (our) eligibility for insurance, I authorize any licensed physician, medical practitioner, hospital, clinic, any pharmacy, pharmacy benefit manager or pharmacy-related entity, any medically-related facility, insurance company, the Medical Information Bureau, employer, or consumer-reporting agency to give Time Insurance Company (or any consumer-reporting agency authorized by Time Insurance Company) any information regarding me or my family as to employment, other insurance coverage, personal information, and medical or pharmacy care, advice or treatment, or medication use.
I represent to the best of my knowledge and belief, that all statements and answers on Part 1 are complete and true. My recorded Personal Health History, Part 1 and any amendments shall be the basis for the contract. I also agree that: (1) Within 30 days of policy delivery, I must formally accept the offer by verifying the accuracy of the enrollment form information with a signature and returning that signed acceptance to Time Insurance Company. (2) Except as otherwise provided in the Conditional Receipt, the insurance, if approved by Time Insurance Company, will be in force only when issued by Time Insurance Company and accepted by me. (3) I understand and agree that any information I provide through this application process may be shared with persons necessary to facilitate issuing coverage, including but not limited to my agent or broker. (4) If any of these conditions are not met, Time Insurance Company has the right to rescind its offer of coverage and the full extent of its liability shall be limited to the sum received.
I hereby authorize any health care provider or medically related facility, pharmacy or pharmacy related facility, the Medical Information Bureau, Inc., consumer reporting agency, insurance or reinsurance company or employer having information about me or my minor children to provide all such information as may be requested to Time Insurance Company, its legal representative or any medical records retrieval service Time Insurance Company may engage, including, but not limited to, EMSI and its agents.
This authorization includes any and all information you may have about me, including, but not limited to, information regarding diagnosis, testing, treatment and prognosis of my physical or mental condition as well as alcohol abuse treatment, drug abuse treatment, psychiatric treatment, pharmacy prescriptions, HIV testing and treatment, STD testing and treatment, sickle cell testing and treatment, prescription history, lab data and EKGs.
This information may also be disclosed to the Medical Information Bureau, Inc. and any medical records company engaged by Time Insurance Company, including but not limited to EMSI and its agents. Although federal regulations require that we inform you of the potential that information disclosed pursuant to this authorization may be subject to redisclosure by the recipient and no longer be protected by such regulation, all information received by Time Insurance Company pursuant to this authorization will be protected by federal and state privacy laws and regulations. A copy of this authorization will be valid as an original.
I understand that this authorization is required in order to enable Time Insurance Company to make eligibility or enrollment determinations relating to me and/or my minor children or for Time Insurance Company’s underwriting or risk rating determinations. If I refuse to sign or revoke this authorization, Time Insurance Company may refuse to consider my application for enrollment.
I understand that I may revoke this authorization at any time by notifying Time Insurance Company in writing of my desire to revoke. Such revocation must be sent by certified mail to the following address: Privacy Office, Time Insurance Company, P.O. Box 3050, 501 West Michigan, Milwaukee, WI 53201-3050. Such revocation will not be valid if Time Insurance Company has taken action in reliance on the authorization.
Unless an earlier date is required by law, this authorization expires upon the earliest of the following events: 30 days after denial of my application, or declination of enrollment, or, if insured, 30 days after when I am no longer an insured of Time Insurance Company. But in no event will this authorization be in effect for longer than 24 months from the date signed.
Relationship to Primary: Self CHELSEA PEREIRA I Agree
(full name)
