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Perspecta Investment Loan Program with Standard Life (6152)

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Forms to submit<br />

<strong>Perspecta</strong> <strong>Investment</strong> <strong>Loan</strong> <strong>Program</strong><br />

Forms to submit<br />

The following forms must be completed when<br />

submitting an application for the <strong>Perspecta</strong><br />

<strong>Investment</strong> <strong>Loan</strong> <strong>Program</strong>:<br />

<strong>Life</strong> Insurance and Critical Illness Insurance –<br />

Comprehensive Application Form (5071)<br />

OR<br />

<strong>Life</strong> Insurance and Critical Illness Insurance –<br />

Express Application Form (5072)<br />

IMPORTANT NOTE: The advisors are requested<br />

to identify policies to be issued under the<br />

<strong>Perspecta</strong> ILP <strong>with</strong> the following statement on the<br />

application face page: This policy is to be issued<br />

under the <strong>Perspecta</strong> <strong>Investment</strong> <strong>Loan</strong> <strong>Program</strong> (ILP).<br />

To apply for a policy loan, please complete and<br />

submit the Application for Policy <strong>Loan</strong> or Dividend<br />

(PC Bil 2053). If a loan is to be applied for at issue,<br />

please make sure this form is completed and<br />

submitted <strong>with</strong> the application.<br />

In all cases, an illustration is required <strong>with</strong><br />

the application.<br />

<strong>Standard</strong> <strong>Life</strong> 12

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