Underwriting information and forms
View our range of support materials, essential forms and underwriting information.
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.
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.
Occupation list search tool
This tool gives you decision, class, definition and retirement age information for income protection, waiver of premium and total permanent disability. Choose from a comprehensive list of occupations to get started.