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Life Insurance Checklists and Life Illustration Filings

This is one of several pages linking to a central repository of forms used by TDI customers. Use the search or Forms by Type links on the Forms Home Page or scan through our form listings.

Life and Health Main Forms Page

Life Insurance Checklists | Life Illustration Filings

 

 

Life Insurance Checklists

TDI Form Number	Description	File Format	Language
LHL335	Corporate Owned Life Insurance (COLI) - Individual Checklist	PDF	English
LHL336	Life/Health Corporate Owned Life Insurance (COLI) - Group Checklist	PDF	English
LHL337	Life/Health Extension of Maturity Date Beyond Age 100 or 121, As Applicable Life insurance checklists	PDF	English
LHL338	Life/Health Group Life Insurance Life insurance checklists	PDF	English
LHL339	Life/Health Individual Life Exclusion Riders Life insurance checklists	PDF	English
LHL341	Life/Health Individual Whole Life and Term Insurance Policies Life insurance checklists	PDF	English
LHL342	Life/Health Interest Sensitive Whole Life Policies Life insurance checklists	PDF	English
LHL343	Life/Health Life Applications Life insurance checklists	PDF	English
LHL344	Life/Health No-Lapse Guarantee Provisions Life insurance checklists	PDF	English
LHL346	Life/Health Universal Life Policies Life insurance checklists	PDF	English
LHL347	Life/Health Variable Life Insurance Policies Life insurance checklists	PDF	English
LHL348	Life/Health Reinstatement Due to Mental Incapacity Life insurance checklists	PDF	English
LHL370	Additional Insured Benefit Riders Checklist	PDF	English
LHL372	Family Term Riders Checklist	PDF	English
LHL373	Consumer Price Index Riders Checklist	PDF	English
LHL375	Substitute Insured Riders Checklist	PDF	English
LHL376	WAIVER OF PREMIUM RIDERS - UNEMPLOYMENT Life insurance checklists	PDF	English
LHL377	Accidental Death Riders Checklist	PDF	English
LHL378	ANNUALLY RENEWABLE TERM LIFE RIDERS	PDF	English
LHL379	Dependent Child Riders Checklist	PDF	English
LHL393	Funding Agreement/Well Plugging Checklist	PDF	English
LHL395	Paid-Up Additions Rider Checklist	PDF	English
LHL400	Accelerated Death Benefits Checklist	PDF	English
LHL404	Return of Premium Checklist Life insurance checklists	PDF	English
LHL405	WAIVER OF PREMIUM/MONTHLY DEDUCTION RIDERS (Disability of Insured, Disability of Payor, Death of Payor, Nursing Home Confinement) Life insurance checklists	PDF	English
LHL413	Overloan Protection Provisions/Riders Checklist	PDF	English

 

Life Illustration Filings

TDI Form Number	Description	File Format	Language
LHL350	Life/Health Life Illustration Certification and Notification Life illustration filings	PDF	English