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COVID-19 Questionnaire
May 9, 2020  

In response to the current COVID‑19 (Coronavirus) health crisis, Foresters Financial™ is introducing a new questionnaire1,2 to help identify clients who may have been exposed to the virus.

It is important before starting an application to review the questionnaire with your client. For state variations please go to Forms & Brochures on ezbiz
What you need to know 

1.   The completed and signed questionnaire must be included with all applications signed on or after May 9, 2020.

2. The questionnaire does not require an agent signature but does require completion, signature and return by the proposed insured (juveniles excluded) before the application for life insurance can be processed.

3. For a paper application please download the questionnaire from ezbiz as it is not included in the application package.
Term, Advantage Plus II and SMART   Clients who provide a YES answer on the questionnaire will have their application postponed. Clients can reapply after 60-90 days depending on which question was answered YES. The postponement period starts from the date of testing, recovery or contact depending on the question.

For iPipeline iGO e‑App3 the questionnaire is included in the process.

Be prepared for May 9:
Transition rules (based on application lock date) for all states2 except for CA, NY and FL and when applicable are:  
  •   Applications locked on or after May 9, 2020, will include the COVID‑19 questionnaire.
• To avoid any processing delays, applications locked but not signed or submitted on or before May 7, 2020, should be unlocked on or after May 9, 2020, in order for the COVID‑19 questionnaire to automatically load.  

Please note that a maintenance window is scheduled for Point-of-Sale (POS) Decisioning (applicable for non‑medical iPipeline e‑Apps only) and will be unavailable from 11:59 pm ET Friday, May 7, 2020 to approximately 12:00 pm ET Sunday, May 10, 2020. The e‑App can be completed, but during this window a POS decision will not be generated.
PlanRight   Clients who provide a YES answer on the questionnaire will only be eligible for Basic coverage.

Additional change effective May 11, 2020Due to COVID‑19 Foresters will no longer be accepting PlanRight applications for anyone over age 75 until further notice.

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