Back to all questionnaires Criminal History Questionnaire Complete what you know and submit. Anything you leave blank will not stop the submission, but the more detail you give an underwriter, the faster we can shop the case. Download the printable PDF Agent & Case InformationAgent Name(Required) First Last Phone(Required)E-Mail(Required) Proposed InsuredClient Name(Required) First Last You may enter client initials. We don't share client information with carriers on risk assessments.Date of Birth(Required) State(Required)Height(Required)Weight(Required)Face Amount(Required)Sex(Required) Male Female Tobacco / Nicotine Use(Required) Yes No Coverage RequestedType of Insurance Universal Life Whole Life Survivorship Term If term, number of yearsCriminal History QuestionnaireWhat was the date of the incident?(Required) Provide a brief description of the circumstances surrounding the chargeList all chargesWas the charge a Misdemeanor Felony If a felony, what class? Class A or 1 Class B or 2 Class C or 3 Class D or 4 What was the date of the conviction? What was the outcome of the conviction?Did the proposed insured serve jail time? Yes No If yes, what was the length of the sentence?Release date from jailDate parole or probation was completedHave all court proceedings associated with the matter been discharged? Yes No Is the proposed insured employed? Yes No If yes, provide occupation and length of employment to dateAny history of drug or alcohol abuse? Yes No If yes, provide detailsAny motor vehicle violations on record? Yes No If yes, provide detailsIs the proposed insured currently taking any medication(s)? Yes No If yes, provide name, dosage and frequency of medication(s)AttachmentsFile Upload Drop files here or Select files Max. file size: 512 MB. Attach medical records, lab slips, pathology or test reports.CAPTCHA Questions before you submit? Call the underwriting desk at 866.639.0443.