Underwriting information and forms
Looking for underwriting information and essential forms - you’re in the right place.
Literature and support materials
Quick Reference Underwriting Guide
This underwriting guide covers non-medical limits, height and weight, occupations, driving and financial underwriting. Underwriting decisions may differ due to the coronavirus pandemic.
Data Capture Form
This form will help you collect the information you need when applying for your clients' policies online.
Instant - Data capture form
This is a data capture form for Instant Life Insurance.
Medical data capture form
This form contains questions that our online application system will ask for the 10 most common medical disclosures.
Personal Financial Questionnaire
To collect further information that may be required to assess a cover application - information provided here forms part of the contract.
Data Capture Form - Business Protection
This form will help you collect the information you need when applying for your clients' Business Protection policies.
Instruction to your Bank or Building Society to pay by Direct Debit
Download our Bank and Building Society Direct Debit form.