Policy Proposal Intake

Start Your Policy Proposal

This mirrors the official State Life proposal form. Fill in what you can — your advisor (Yusuf Hayati) reviews everything and contacts you to verify and complete it. Nothing is finalized until you confirm.

Setup needed: the submission endpoint isn't configured yet — set APPS_SCRIPT_URL in public/proposal-form.js. Until then the form still generates both PDFs for download.

1 Choose plan type

This selects the correct official State Life form and adjusts the questions below.

2 Personal details

As they appear on your CNIC. Please use CAPITAL LETTERS for names.

3 Contact & address

4 Occupation & income

5 Plan details

6 Investment fund allocation

How your net contribution is split across funds (should total 100%).

7 Supplementary riders

Select any add-on benefits you want. Availability depends on the chosen plan.

8 Nominee / beneficiary

Beneficiary 1
Beneficiary 2 (optional)
Guardian / appointee (if any beneficiary is a minor)

9 Family history

Brief health/family background (used in the statement of health).

Status
Age
Health / cause of death
Father
Mother
Spouse

10 Personal statement of health

1. Are you currently able to work?

2. In the past 5 years, unable to work for more than 30 consecutive days?

3. Ever treated for / under treatment for high BP, heart disease, diabetes, cancer, kidney, liver, or other serious illness?

4. Have you ever been seriously injured?

5. Had or been advised to have a surgical operation?

6. Currently taking medication for any disease or disorder?

7. Do you intend to seek medical advice, treatment, or tests?

8. Tested positive for HIV/AIDS or Hepatitis B or C?

9. Smoked cigarettes within the past 12 months?

10. Any defect of vision or hearing?

11. Have parents/siblings died or suffered heart disease, cancer, or diabetes before age 65?

12. Intend hazardous activity (e.g. scuba diving) or to fly other than as a passenger?

13. Are you in good health?

11 For female applicants

12 Existing insurance / Takaful

Any current or past policies (declined, lapsed, paid-up, in-force).

13 Declaration

On submit, a complete filled application form (PDF) is generated and downloaded to your device, and your proposal is sent securely to our advisor, who will contact you on WhatsApp to verify and finalize it.

Proposal received

Your filled form has been generated and your proposal sent to our advisor.

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