- Important Message -
Make sure you download and order new applications from American Amicable
and Occidental before
- American-Amicable Life
- Occidental Life Ins of NC
FORMS Reminder: Final Expense-
Effective May 1, 2015 Social Security Payment Option
A few tips to speed up processing and avoid delays
The Social Security Benefit Billing Authorization Form was recently enhanced to include a 'Survivor Account' check box located in box B and C, and must be filled out appropriately in the instance of a client receiving survivor benefits. The new form number is SSBA 0215. New Business is currently emailing the agent to clarify rights of survivorship benefits and request the date of birth for a deceased spouse.
Don’t forget to include Page 2 with all Final Expense applications; this is a filed form and all pages must be submitted with the application. The Social Security Benefit Billing Authorization Form is not a filed form and is not included with policies. Page 2 requires the Payor to sign Part B2 or Part B4 must be completed.
Effective May 1, 2015 and forward; applications submitted without Social Security Benefit Billing Authorization Form SSBA 0215 and/or missing page 2 will be pended until they are received.
See eApp Submission Guides.
Technical Support, 800-541-0171;option 1
For Product Information, 888-798-4447
Watch the eApp Instruction Video