# How insurance agents request a US passport from clients

Source: https://dokutrak.com/requests/insurance-agents/passport
Author: Arthur Teboul, DokuTrak
Published: 2026-11-15
Language: en-US

> For a life insurance application, ask the proposed insured for a copy of the passport photo page when they have no driver’s license, or when the carrier asks for another proof of identity. You need the full legal name, date of birth and passport number exactly as printed. Carriers differ, so check what yours accepts before you ask.

## Why insurance agents need a US passport

Life insurance is priced on age, and the carrier usually verifies identity before it issues the policy. The legal name and date of birth on the application have to match an official document; a mismatch can hold up underwriting or raise questions at claim time. A passport proves both for applicants who were born abroad or who do not drive.

## What exactly to ask for

A color copy of the photo page of a current passport, U.S. or foreign, with all four corners and the machine-readable lines at the bottom visible. If the passport has expired, ask your carrier whether it accepts an expired one before you send the request.

## What to check when it arrives

- The name matches the application letter for letter, including middle names and hyphenated surnames.
- The date of birth matches the age the quote was run at.
- The passport is current, or your carrier has confirmed it takes an expired one.

## Email to send your client

Subject: A copy of your passport for your life insurance application

```text
Hi [Client name],

Your life insurance application is almost ready. The insurance company needs to confirm your identity and date of birth, and since you do not have a driver’s license, a copy of your passport is the best option.

Please send a clear photo or scan of the page with your photo, with all four corners and the lines of letters at the bottom readable.

Could you send it by [date]? If your name is spelled differently on other documents, tell me so I can note it on the application.

Thank you,
[Your name]
```

## Ask once. DokuTrak does the chasing.

- Your client uploads from one link, with no account and no password.
- Reminders go out on a schedule, by default 2, 5, 10 and 14 days after the request, until the file arrives.
- With AI review switched on in your workspace (it is off by default), each upload gets a first pass that flags a file that is not a US passport, an unreadable or blurry scan, a copy where one of these is missing or cut off: the holder’s name, the expiration date or an expired document. It says so when it is not sure.
- You accept every file or mark it for re-upload, and your client gets the note by email. The AI never accepts a file.

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