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人身保險(xiǎn)個(gè)人投保單

2016-03-19 塵埃 評(píng)論0

  全文



                                                                                                            編碼:

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|  |姓    名:                                      有效證件類型:□身份證  □軍人證  □護(hù)照  □其他                  |

|  |---------------------------------------------------------|

|投|          -------------------------------                                          |

|  |證件號(hào)碼:|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |    出生日期:    年    月    日    周歲  |

|  |          -------------------------------                                          |

|保|---------------------------------------------------------|

|  |性    別:□男  □女    婚姻狀況:□已婚  □未婚  □離婚  □喪偶  □其他    與被保險(xiǎn)人關(guān)系:                      |

|  |---------------------------------------------------------|

|人|                                                                -------------                        |

|  |住    址:                                                郵編:|  |  |  |  |  |  |    電話:              |

|  |                                                                -------------                        |

|資|---------------------------------------------------------|

|  |                                                                -------------                        |

|  |收費(fèi)地址:                                                郵編:|  |  |  |  |  |  |    電話:              |

|料|                                                                -------------                        |

|  |---------------------------------------------------------|

|  |工作單位:                                                                                    電話:              |

|  |---------------------------------------------------------|

|  |                                                          ---------------                          |

|  |職業(yè)(工種):              兼職:              職業(yè)代碼:|  |  |  |  |  |  |  |      類別:              |

|  |                                                          ---------------                          |

|-|---------------------------------------------------------|



|  |姓    名:                              有效證件類型:□身份證  □軍人證  □護(hù)照  □出生證  □其他                |

|  |---------------------------------------------------------|

|被|          -------------------------------                                          |

|  |證件號(hào)碼:|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |    出生日期:    年    月    日    周歲  |

|  |          -------------------------------                                          |

|保|---------------------------------------------------------|

|  |性    別:□男  □女                            婚姻狀況:□已婚  □未婚  □離婚  □喪偶  □其他                  |

|  |---------------------------------------------------------|

|險(xiǎn)|                                                                -------------                        |

|  |住    址:                                                郵編:|  |  |  |  |  |  |    電話:              |

|  |                                                                -------------                        |

|人|---------------------------------------------------------|

|  |工作單位:                                                                                    電話:              |

|  |---------------------------------------------------------|

|資|                                                          ---------------                          |

|  |職業(yè)(工種):              兼職:              職業(yè)代碼:|  |  |  |  |  |  |  |      類別:              |

|  |                                                          ---------------                          |

|料|---------------------------------------------------------|

|  |  家庭  |  配偶姓名  |                                        |性別|      |出生日期|    年    月    日      |

|  |        |------|--------------------|--|---|----|------------|

|  |  保單  |  子女姓名  |                                        |性別|      |出生日期|    年    月    日      |

|  |        |------|--------------------|--|---|----|------------|

|  |  請(qǐng)    |  子女姓名  |                                        |性別|      |出生日期|    年    月    日      |

|  |        |------|--------------------|--|---|----|------------|

|  |  填寫  |  子女姓名  |                                        |性別|      |出生日期|    年    月    日      |

|-|---------------------------------------------------------|



|受|滿期、生存保險(xiǎn)金受益人:姓名:                  性別:□男  □女      與被保險(xiǎn)人關(guān)系:                            |

|  |---------------------------------------------------------|

|  |                      -------------------------------                              |

|益|證件類型:  證件號(hào)碼:|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  出生日期:    年    月    日|

|  |                      -------------------------------                              |

|  |---------------------------------------------------------|

|人|身故保險(xiǎn)金受益人:姓名:                  性別:□男  □女      與被保險(xiǎn)人關(guān)系:                                  |

|  |---------------------------------------------------------|

|  |                      -------------------------------                              |

|資|證件類型:  證件號(hào)碼:|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  出生日期:    年    月    日|

|  |                      -------------------------------                              |

|  |---------------------------------------------------------|

|料|若受益人超過一人,請(qǐng)?jiān)谔貏e約定欄內(nèi)注明,除另指定分配方式外,本保單之利益由相對(duì)應(yīng)的所有受益人                      |

|  |平均分配。附加家庭保單時(shí),被保險(xiǎn)人之配偶及子女身故受益人為被保險(xiǎn)人本人。                                          |

|-|---------------------------------------------------------|



|  |交    別:    □年交      □半年交      □季交      月交      □躉交                                              |

|  |---------------------------------------------------------|

|  |保費(fèi)交付方式:□自動(dòng)轉(zhuǎn)帳:            □自交              □人工收取                                              |

|投|---------------------------------------------------------|

|  |                                -----------------------------------------|

|  |開戶銀行:                帳號(hào):|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  ||

|  |                                -----------------------------------------|

|保|---------------------------------------------------------|

|  |利差返還方式(本項(xiàng)僅適用于“利差返還”型險(xiǎn)種):                                                                  |

|  |                        □抵交保費(fèi)              □儲(chǔ)存生息(本欄如未選擇,本公司按“儲(chǔ)存生息”方式處理)          |

|  |---------------------------------------------------------|

|事|保險(xiǎn)起期:自    年    月    日起  保險(xiǎn)期限:□終身  □定期(    年)  交費(fèi)期:    年    約定領(lǐng)取年齡:    周歲    |

|  |---------------------------------------------------------|

|  |  主  |      投  保  項(xiàng)  目      |    保險(xiǎn)金額或份數(shù)    |    投  保  檔  次    |    標(biāo)  準(zhǔn)  保  費(fèi)            |

|  |      |-------------|-----------|-----------|---------------|

|項(xiàng)|  險(xiǎn)  |                          |                      |                      |        元                    |

|  |---|-------------------------------------|---------------|



|  |      |      投保項(xiàng)目          |  保險(xiǎn)金額    |    保險(xiǎn)費(fèi)    |    投保項(xiàng)目    |    保險(xiǎn)金額    |  保險(xiǎn)費(fèi)    |

|  |      |------------|-------|-------|--------|--------|------|

|  |      |  意外傷害保險(xiǎn)          |        萬元  |          元  |                |                |            |

|  |      |------------|-------|-------|--------|--------|------|

|  |  附  |  意外傷害醫(yī)療保險(xiǎn)      |        萬元  |          元  |    |  |      |                |            |

|  |      |------------|-------|-------|    |  |---|--------|------|

|  |      |  住院醫(yī)療保險(xiǎn)          |檔次:        |          元  |    |  |      |                |            |

|  |      |------------|-------|-------|    |-|---|--------|------|

|  |      |  住院安心保險(xiǎn)          |檔次:        |          元  |    |  |      |                |            |

|  |      |------------|-------|-------|    |  |---|--------|------|

|  |      |  萬壽兩全保險(xiǎn)  年期    |        萬元  |          元  |    |  |      |                |            |

|  |      |------------|-------|-------|--------|--------|------|

|  |  險(xiǎn)  |                        |              |              |      |        |                |            |

|  |      |------------|-------|-------|      |----|--------|------|

|  |      |                        |              |              |      |        |                |            |

|  |      |------------|-------|-------|      |----|--------|------|

|  |      |                        |              |              |      |        |                |            |

|  |---------------------------------------------------------|

|  |        保費(fèi)合計(jì):(大寫)    拾    萬    仟    佰    拾    元    角    分    ¥            元                    |

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業(yè)務(wù)員姓名:                                      投保單號(hào)碼:                               業(yè)務(wù)員代碼:

險(xiǎn)      別:                                      營  業(yè)  部:                               暫收收據(jù)號(hào):

業(yè)務(wù)員bp機(jī):



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|      |上述健康、財(cái)務(wù)及其各項(xiàng)告知,若答復(fù)“有”或“是”時(shí),請(qǐng)注明序號(hào)及對(duì)象(投保人或被保險(xiǎn)人),并在說明欄中    |

|      |詳細(xì)說明。如有診治,請(qǐng)告知原因、日期、醫(yī)院名稱及診治結(jié)果;如有負(fù)債請(qǐng)告知債務(wù)情況。對(duì)本投保書及告          |

|      |知內(nèi)容,本公司承擔(dān)保密義務(wù)。                                                                              |

|      |-----------------------------------------------------|

|  說  |  序  號(hào)  |  說明對(duì)象  |                        說    明    內(nèi)    容                                    |

|  明  |-----|------|----------------------------------------|

|  欄  |          |            |                                                                                |

|      |-----|------|----------------------------------------|

|      |          |            |                                                                                |

|      |-----|------|----------------------------------------|

|      |          |            |                                                                                |

-----------------------------------------------------------



-----------------------------------------------------------

|    特別約定:                                                                                                    |

|                                                                                                                  |

-----------------------------------------------------------



----------------------------------------------------

|  投  |    本人對(duì)投保須知及所投保險(xiǎn)種的條款,尤其是保險(xiǎn)人責(zé)任免除條款均已了解并同意遵守。如有告知不|



|  保  |實(shí),保險(xiǎn)人有權(quán)解除保險(xiǎn)合同,對(duì)于合同解除前發(fā)生的保險(xiǎn)事故,保險(xiǎn)人不承擔(dān)保險(xiǎn)責(zé)任。            |

|  聲  |    投保人簽章:          監(jiān)護(hù)人簽章:          被保險(xiǎn)人簽章:                              |

|  明  |    日期:  年  月  日    日期:  年  月  日    日期:年  月  日                            |

|  欄  |                                                                                            |

----------------------------------------------------

......................................................................................................................

(公司內(nèi)部作業(yè)欄,客戶無須填寫)



-------------------------------------------------------

|      |1.投保人或被保險(xiǎn)人有無身體缺陷或其他疾病?                              □有    □無            |

|      |    (不涉及投保人保費(fèi)豁免的,只回答被保險(xiǎn)人)若“有”請(qǐng)說明:                                    |

|      |                                                                                                  |

|  業(yè)  |-------------------------------------------------|

|  務(wù)  |2.投保人、被保險(xiǎn)人是否有危險(xiǎn)嗜好或從事危險(xiǎn)活動(dòng)?                        □有    □無            |

|  員  |    若“有”請(qǐng)說明:                                                                              |

|  報(bào)  |-------------------------------------------------|

|  告  |3.您估計(jì)投保人的年收入約為          萬元,來源:                                                |

|  書  |-------------------------------------------------|

|      |4.投保人的家庭財(cái)產(chǎn)約        萬元。                                                              |

|      |-------------------------------------------------|

|      |業(yè)務(wù)員聲明                                                                                        |

|      |        所投保險(xiǎn)種的條款、投保單各欄及詢問事項(xiàng)確經(jīng)本人如實(shí)向投保人說明,由投保人、被保險(xiǎn)人親自告  |

|      |知并簽章。如有不實(shí)見證或報(bào)告,本人愿負(fù)法律責(zé)任。                                                  |

|      |營業(yè)部經(jīng)理簽名:        業(yè)務(wù)員代碼:      業(yè)務(wù)員簽名:          年    月    日                    |

-------------------------------------------------------



------------------------------------------------

|      |    □標(biāo)準(zhǔn)體承保    □次標(biāo)準(zhǔn)體承保    □附加特別約定    □延期    □拒保    □其他  |

|      |------------------------------------------|

|      |      核保要求      |      生調(diào)重點(diǎn)      |      核保結(jié)論                          |

|  核  |                    |                    |                                        |

|  保  |                    |                    |                                        |

|  意  |------------------------------------------|

|  見  |核準(zhǔn)保費(fèi):(大寫)    拾    萬    仟    佰    拾    元    角    分    ¥    元      |

|  欄  |                                                                                    |

|      |          核保人簽章:                                    日期:                    |

|      |                                                                                    |

------------------------------------------------



----------------------------

|          |                |  暫收:  |          |

|  初  審  |                |-----|-----|

|          |                |  復(fù)核:  |          |

|-----|--------|-----|-----|

|          |                |  問題件  |          |

|  預(yù)  收  |                |          |          |

|          |                |  處理    |          |

----------------------------



                                                                                                          編碼:a001

健康告知(如保險(xiǎn)條款中涉及投保人保費(fèi)豁免事項(xiàng),投保人欄必須填寫)

------------------------------------------------------------

|  投保人  |  被保險(xiǎn)人  |                                                                                          |

|-----|------|                                          詢問事項(xiàng)                                        |

|  有  無  |  有  無    |                                                                                          |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |1.近期體況:                                                                            |

|          |            |    最近6個(gè)月內(nèi)是否有新發(fā)的或以往既有的任何身體不適癥狀或體癥?如反復(fù)持續(xù)頭痛、          |

|          |            |    眩暈、胸痛、咯血、氣喘、腹痛、便血、紫斑、消瘦(體重短期內(nèi)下降超過5公斤)、視力下降。|

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |2.近期診治:                                                                            |

|          |            |    最近6個(gè)月內(nèi)是否接受過醫(yī)師的診察、治療、用藥,對(duì)其結(jié)果醫(yī)師是否提出檢查、治療、住      |

|          |            |    院或手術(shù)建議?                                                                        |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |3.2年內(nèi)健康檢查:                                                                      |

|          |            |    過去2年內(nèi)接受的健康檢查(如血壓、尿液、血液、肝功能、腎功能、心電圖、x光、b超、    |

|          |            |    ct、核磁共振、腦部等)檢查結(jié)果有無異常情形或被醫(yī)師建議接受其他檢查?                |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |4.住院史:過去5年內(nèi)曾否住院?                                                          |

|-----|------|---------------------------------------------|



|  □  □  |  □  □    |5.過去曾否患有下列疾?。?nbsp;                                                               |

|          |            |    霍亂、肺結(jié)核、脊髓灰質(zhì)炎、肝炎病毒攜帶;癌癥、腫瘤、何杰金氏病、囊腫、結(jié)石;甲狀腺疾  |

|          |            |    病、糖尿病、甲狀旁腺疾病、腎上腺疾病、高脂血癥、痛風(fēng);貧血、血友病、紫癜、脾臟疾??;  |

|          |            |    精神疾患、抑郁癥、神經(jīng)官能性疾患、兒童多動(dòng)癥;腦膜炎、腦炎、脊髓炎、神經(jīng)麻痹、癲癇、  |

|          |            |    腦部疾病、脊髓疾病、白內(nèi)障、青光眼、視網(wǎng)膜或視神經(jīng)病變;風(fēng)濕熱、風(fēng)濕性心臟病、高血    |

|          |            |    壓病、繼發(fā)性高血壓、冠心病、肺心病、心肌炎、傳導(dǎo)阻滯、心律失常、心臟病、腦中風(fēng)、血管  |

|          |            |    疾病、下肢靜脈曲張;肺炎、支氣管炎、肺氣腫、哮喘、支氣管擴(kuò)張、肺大泡、胸膜炎、氣胸;  |

|          |            |    慢性胃炎、腸炎、消化道潰瘍或出血、疝、腸梗阻、肝炎、脂肪肝、肝腫大、肝硬化、肝功異    |

|          |            |    常、膽石病、胰腺疾病;腎炎、腎病、腎衰竭、腎盂積水、多囊腎、性病;紅斑狼瘡、脊椎疾病、|

|          |            |    類風(fēng)濕性關(guān)節(jié)炎、風(fēng)濕病、肌肉、骨骼、關(guān)節(jié)疾病;結(jié)締組織疾?。蛔泽w免疫性疾??;先天性    |

|          |            |    疾病、遺傳性疾病;腦外傷后綜合癥、內(nèi)臟損傷、中毒。                                    |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |6.身體殘障情況:                                                                        |

|          |            |    有無智能障礙;有無失明、聾啞、跛行或小兒麻痹后遺癥;有無語言、咀嚼、視力、聽力、嗅    |

|          |            |    覺、四肢及中樞神經(jīng)系統(tǒng)機(jī)能障礙;有無脊柱、胸廓、四肢、五官、手指、足趾缺損或畸形?    |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |7.您或您的配偶是否曾接受驗(yàn)血而得知為艾滋病毒陽性反應(yīng)?                                  |

|-----|------|---------------------------------------------|



|  □  □  |  □  □    |8.婦女欄(女性請(qǐng)?zhí)顚懀?nbsp;                                                               |

|          |            |    ①目前是否懷孕,若有,懷孕    周?                                                    |

|          |            |    ②目前是否有乳房腫塊、疼痛、血性溢乳等不適感覺及異常發(fā)現(xiàn)?                            |

|          |            |    ③目前是否有陰道不規(guī)則流血、白帶異常、下腹痛等不適感覺及異常發(fā)現(xiàn)?                    |

|          |            |    ④過去曾否患乳房、子宮、子宮內(nèi)膜移位、卵巢等的疾病而接受醫(yī)師的診察、治療、用藥和      |

|          |            |    住院手術(shù)?                                                                            |

|          |            |    ⑤過去曾否因異常妊娠、分娩而住院治療或手術(shù)(包括剖腹生產(chǎn))?                          |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |9.少兒欄(2周歲以下填寫)                                                              |

|          |            |    ①出生時(shí)體重    千克,有無難產(chǎn)、窒息、先天性疾病或畸形?                              |

|          |            |    ②有無體重不增或增長緩慢?有無肺炎  抽搐、腹瀉等疾?。?nbsp;                               |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |10.不良嗜好及過敏史:                                                                  |

|          |            |      過去有無使用鎮(zhèn)靜安眠劑、迷幻藥及其他違禁藥物或吸食有機(jī)溶劑、毒品、或有酒精中        |

|          |            |      毒、藥物中毒?有無對(duì)某物過敏的歷史?                                                |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |11.有無職業(yè)病,如塵肺、慢性鉛中毒等?                                                  |

|-----|------|---------------------------------------------|

|  □  □  |  □  □    |12.有無參加飛行、潛水、拳擊、賽車等危險(xiǎn)運(yùn)動(dòng)或嗜好?                                    |

|-----|------|---------------------------------------------|

|          |  □  □    |13.被保險(xiǎn)人有無吸煙習(xí)慣?每天    支,約有    年歷史。                                  |

|-----|------|---------------------------------------------|



|          |  □  □    |14.被保險(xiǎn)人有無飲酒習(xí)慣?(若有,請(qǐng)?jiān)谡f明欄內(nèi)說明酒的品種、酒精度數(shù)、每周飲酒數(shù)量      |

|          |            |      及歷史?)                                                                          |

|-----|------|---------------------------------------------|

|          |  □  □    |15.被保險(xiǎn)人有無機(jī)動(dòng)車駕駛執(zhí)照?                                                        |

|-----|------|---------------------------------------------|

|          |  □  □    |16.家族史:                                                                            |

|          |            |      被保險(xiǎn)人的雙親、子女、兄弟姐妹是否患有心臟病、中風(fēng)、高血壓、腎臟疾病、癌癥、血友    |

|          |            |      病、糖尿病、甲狀腺疾病、高脂血癥、風(fēng)濕性疾病、精神病患、肺結(jié)核、哮喘、病毒性肝炎、  |

|          |            |      性病、艾滋病等遺傳性疾?。?nbsp;                                                         |

|-----|------|---------------------------------------------|

|          |  □  □    |17.家庭欄:被保險(xiǎn)人配偶及子女是否有以上1-12項(xiàng)情況?(附加家庭保單時(shí),請(qǐng)告知)      |

|----------------------------------------------------------|

|身高體重欄:被保險(xiǎn)人身高        厘米,體重      千克。                                                              |

------------------------------------------------------------



財(cái)務(wù)及其他告知

------------------------------------------------------------

|  □  □  |  □  □  |18.有無負(fù)債?                                                                            |

|-----|-----|----------------------------------------------|

|      萬元|      萬元|19.每年固定收入約:                                                                      |

|-----|-----|----------------------------------------------|

|          |          |20.主要收入來源:(請(qǐng)?zhí)顚懀汗ば?、個(gè)體、私營、房屋出租、證券投資、銀行利息,其他請(qǐng)說明)  |

|-----|-----|----------------------------------------------|

|  □  □  |  □  □  |21.目前是否有人身保險(xiǎn)單或已在申請(qǐng)本保險(xiǎn)以外的人身保險(xiǎn)?                                  |

|-----|-----|----------------------------------------------|

|          |          |22.過去兩年內(nèi)是否曾被保險(xiǎn)公司解除合同或申請(qǐng)人身保險(xiǎn)而未被承保、延期或附加條件            |

|  □  □  |  □  □  |                                                                                            |

|          |          |承保?                                                                                      |

|-----|-----|----------------------------------------------|

|  □  □  |  □  □  |23.過去有無人身保險(xiǎn)金的索賠?                                                            |

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