1. American General Life Companies FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC 1 List Bill (Salary Allotment) Processing for Supplemental Accident & Health Insurance Products

2. General Guidelines for List Bill 2 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Must be properly licensed and appointed with American General Life prior to requesting list bill (salary allotment) or submitting business Establish list bill/salary allotment prior to any solicitation Contact Barbara Fisher barbara.e.fisher@aglife.com 217-541-7751 Salary allotment information including acceptable group minimums can be found on eSstation: https://estationsecureho.americangeneral.com/Producer/Inforce/PaymentServices https://estationsecureho.americangeneral.com/Producer/Inforce/PaymentServices Make sure Illustrations are run with the appropriate modal frequency Make sure policy benefits on application match illustration Employees must be the primary proposed insured for a list bill case (spouse and children can be added) Policy effective dates cannot precede the application completion date – backdating of Accident & Health applications is not allowed Electronic Funds Transfer (EFT) and Credit Card payment options are not available Policies issued after the list bill generation date will be added to the following list bill with any back premium due included. Any questions regarding list bill process should be directed to the above mentioned contact. Additional material is also available in Forms Depot (through eStation)

3. 3 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Choose the Payment Frequency Mode that matches the List Bill generation Frequency eConnections Processing of List Bill for Accident Expense Plus ® /AG Accident Choice Plus SM

4. 4 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC On the first page of app submission select the drop down box of the payment options/Payment Method eConnections Processing of List Bill for Accident Expense Plus/AG Accident Choice Plus

5. 5 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Select List Bill from the drop down. Insert List Bill number provided from the List Bill unit eConnections Processing of List Bill for Accident Expense Plus/AG Accident Choice Plus

6. 6 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC On the Summary page you will see ListBill as the payment method eConnections Processing of List Bill for Accident Expense Plus/AG Accident Choice Plus

7. 7 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC An additional page for signature will be required. Information for completion will be handled by the List Bill unit after policy is issued and known deductions, if any, are calculated eConnections Processing of List Bill for Accident Expense Plus/AG Accident Choice Plus

8. 8 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC eConnections Processing of List Bill for Accident Expense PlusAG Accident Choice Plus Proposed insured clicks to sign the authorization form. This form is required regardless of whether the list bill is employer paid / employee paid or a combination

9. 9 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Paper Application Processing of Accident & Health New Business Illustrate based on the billing frequency (Annual, Semi-Annual, Quarterly, Monthly) Does not effect or determine payroll deduction amount or frequency; corresponds only with billing frequency the list bill is generated An Employee Payroll Deduction Authorization Form D B813-A should be signed by proposed insured and submitted with application. Employees must be primary proposed insured for a list bill case (spouse and children can be added)

10. 10 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Completion of Form D B813-A Indicates Required Field

11. Completion of Form D B813-A (continued) 11 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Indicates Required Field

12. Paper Application Completion: Accident Expense Plus 12 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC A) Check Frequency of Modal Premium, disregard (bank draft only) statement if choosing monthly. This should match the frequency of the list bill generation. B) Choose List Bill from the Method selections. You must provide the List Bill Number for it to process correctly. Policy will be issued on a quarterly direct bill. If you dont have the number, call the Salary Allotment Unit.

13. Paper Application Completion: AG Accident Choice Plus 13 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC A) Check Frequency of Periodic Payment, disregard (bank draft or Recurring Credit Card only) statement if choosing monthly. This should match the frequency of the list bill generation. B) Choose List Bill from Method of Payment. Must provide List Bill Number to process. Policy issued on quarterly direct bill. If no number, call Salary Allotment Unit.

14. Paper Application Completion: EmergencyCare Plus ® 14 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC A) Check Frequency of Modal Premium, disregard (bank draft only) statement if choosing monthly. This should match the frequency of the list bill generation. B) Choose List Bill from Method. Must provide List Bill Number to process. Policy issued on a quarterly direct bill. If no number, call Salary Allotment Unit.

15. Paper Application Completion: CriticalCare Plus ® 15 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC A) Check Frequency of Modal Premium. For Monthly, check Other and insert Monthly in space provided. This should match the frequency of list bill generation. B) Choose Add to existing Salary Allotment account no. Must provide List Bill Number to process. Policy will be issued on quarterly direct bill. If no number, call Salary Allotment Unit.

16. Additional Resources for Accident & Health Products 16 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC Contact your Regional Vice President: –Bob Clancy, Western US Regional Vice President: (303) 750-3545 –Jamie Leon: Eastern US Regional Vice President: (443) 547-7959 Health Care Reform Video Series on You Tube: www.youtube.com/americangeneralco www.youtube.com/americangeneralco

17. Important Information Policies issued by: American General Life Insurance Company, 2727-A Allen Parkway, Houston, Texas 77019. The United States Life Insurance Company in the City of New York, One World Financial Center, 200 Liberty Street, New York, New York 10281. Accident Expense PlusPolicy Form Number 07120; 07120N; AG Accident Choice PlusPolicy Form Number 11120; CriticalCare PlusPolicy Form Number 05130; EmergencyCare PlusPolicy Form Number 04120. The underwriting risks, financial and contractual obligations and support functions associated with products issued by American General Life Insurance Company (AGL) or The United States Life Insurance Company (US Life) are the issuing insurers responsibility. US Life is authorized to conduct insurance business in New York. Policies and riders not available in all states. American General Life Companies, www.americangeneral.com, is the marketing name for a group of affiliated domestic life insurers, including AGL and US Life. Important Note: All benefits payable are subject to the terms and conditions of the policy, including benefit durations, limitations and exclusions. Not all benefits and exclusions apply in every state. Please consult the policy form and outline of coverage for details. There will be a charge for each rider selected. See the rider for details regarding the benefit descriptions, limitations and exclusions. Guarantees are subject to the claims-paying ability of the issuing company. Comprehensive medical coverage may be required in some states in order to apply for or maintain the policy. ©2013. All rights reserved. AGLC106729 17 FOR PRODUCER USE ONLY-NOT FOR DISSEMINATION TO THE PUBLIC