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.
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.