Date of birth *
Gender *
Select Male Female Non-Binary Prefer Not to Say
Marital status
Select Single Married Domestic Partner Divorced Widowed
Tobacco use *
Select Never Used Former User (quit 12+ months ago) Current User
Number of dependents
Select 0 1 2 3 4 5+
Industry
Select Healthcare / Medical Technology Finance / Banking Legal Education Government Manufacturing Construction Retail Real Estate Transportation Hospitality Non-Profit Other
Years in current occupation
Select Less than 1 year 1-2 years 3-5 years 6-10 years 11-20 years 20+ years
Annual gross income *
Select Under $50,000 $50,000 - $75,000 $75,000 - $100,000 $100,000 - $150,000 $150,000 - $200,000 $200,000 - $300,000 $300,000 - $500,000 $500,000+
Work environment
Select Office / Desk Work Remote / Work from Home Hybrid (Office + Remote) Field Work / Travel Clinical / Medical Setting Industrial / Manual Labor Hazardous Environment
Brief description of job duties
Do you have employer-provided disability insurance?
Select No Yes - Short-Term Disability Only Yes - Long-Term Disability Only Yes - Both Short & Long-Term Not Sure
Employer coverage replaces what % of income?
Select N/A - No employer coverage 40% 50% 60% 70% Not Sure
Desired monthly benefit
Select $2,000 - $3,000 / month $3,000 - $5,000 / month $5,000 - $7,500 / month $7,500 - $10,000 / month $10,000 - $15,000 / month $15,000+ / month Need Guidance
Elimination period (waiting period)
Select 30 days 60 days 90 days (most common) 180 days 365 days Need Guidance
This information is used for quoting purposes only. A full medical history will be gathered during the formal application process.
General health status *
Select Excellent Very Good Good Fair Poor
Currently under a doctor's care?
Select No Yes - Routine care only Yes - Ongoing condition
Ever filed a disability claim?
Select No Yes
Ever been declined for disability insurance?
Select No Yes
Any additional health information we should know?
Preferred contact method
Select Phone Call Email Text Message Video Call Any method is fine
Best time to reach you
Select Morning (8am-12pm) Afternoon (12-5pm) Evening (after 5pm) Anytime
How did you hear about us?
Select Google Search Referral from friend/colleague Financial Advisor Employer / HR Professional Association Social Media Existing Client Other
Additional comments or questions