NGL: What is the Best Way to Submit Multiple Linked Applications?

What is the best way submit multiple applications when there is one check or EFT– like when spouses submit applications at the same time, or a parent and child apply at the same time? What is the best way to ensure both applications will be processed and payments drafted at the same time?

  • Submit both applications and payment (one single check or EFT) with ONE Application Checklist or Fax Cover Sheet. Do not send the applications separately.
  • It is beneficial to include a brief note in the “Special Instructions” of the fax cover sheet specifying there are companion policies to be processed and drafted together.
  • Check the “Yes” checkbox on the Application Checklist where it asks, “Multiple applications submitted but process as ONE payment. Draw one payment when all applications are in good order.

If you have questions, please contact NGL’s dedicated Life Product Support Team at 800.762.9883 or at lifeproductsupport@nglic.com.
 

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