Waterbury Insurance & Benefits Services
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Michael Tantillo
M. Tantillo
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Pre-Application Questionnaire
0%
1
Insured
Information
2
Occupation
Information
3
Financial
Information
4
Additional
Information
5
Coverage &
Health Info
Financial Information
Are you applying for Disability Insurance, Life Insurance, or Both?
Are you applying for:
Disability Insurance
Life Insurance
Both
Net Worth
For purposes of this section only, Earned Income means the income you are required to report to the Internal Revenue Service (“IRS”) for income tax purposes. This includes W-2 wages, salary, bonuses, your share of net business income, and all other compensation you received for work or services.
Current Income This Calendar Year
Earned Income Actually filed with the IRS last Year.
Earned Income Actually Filed with the IRS two calendar years ago.
Do you have any unearned income that is more than 10% of your earned income?
No
Yes
Last year's actual income filed
2 Year's Ago actual income filed
Source
Have you or a business you’ve owned ever filed, or plan to file, for bankruptcy?
No
Yes
Type
Personal
Business
Date Filed
Date Discharged