| Requirement Info | |
| 2 | Special Notice of Information Practice form required with all applications. I573-NWB-151 R10-17 |
| 3 | Spouse app that is BOTH SI (over MGI offer) AND OVER $50,000 requires dependent acknowledgement and authorization form. |
| 4 | CO, FL, MA, MN, NH, NC, NY, TX, VT, WA - state unique naming convention for LTC rider.See State Reference Chart for details (no pre-x MA NY TX) |
| 15 | CT, NY, TX and UT require ABR Disclosures at time of application for new issue plans - NO SIGNATURE REQUIRED. |
| 19 | CO, CT, MN, TX, VT, WA- The BRR (Benefit Restoration Rider) should be referred to as Additional Term Life Insurance Rider |
| 26 | Dependent benefit amounts(and riders) are limited to equal to or less than the amount on EE. EE must purchase or have Trustmark coverage inforce to purchase coverage on dependents |
| 31 | Child defined as under 25. Children over 22 can apply for Standard UL via Paper App. Children 25 & older & physically or mentally disabled & under P/O supe. elig. for Standard. UL via Paper App. |