NOTE: If the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) applies to you and your intended use of SurveyMonkey, this template is NOT intended for your use without 1) a SurveyMonkey ‘HIPAA-enabled’ account, and 2) a business associate agreement with us, which can be purchased by contacting our sales team. Please see our Acceptable Uses Policy for more information.

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1. Full Legal Name

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2. Date of Birth

Date

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3. Phone Number / Email Address

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4. Home address / Zip

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5. Health and tobacco use

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6. Any current or pre-existing health conditions, medications, or recent surgeries?

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7. Height / weight (if requested by carrier)

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8. Desired coverage start date

Date

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9. Preferred doctor / hospital network

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