Underwriting information and forms

Looking for underwriting information and essential forms - you’re in the right place.

Learn more about our underwriting philosophy

Changing the way we underwrite

Literature and support materials

Quick Reference Underwriting Guide

This underwriting guide covers non-medical limits, height and weight, occupations, driving and financial underwriting.

Download Updated 30 Jun 18
Data Capture Form

This form will help you collect the information you need when applying for your clients' policies online.

Download Updated 30 Jun 19
Instant - Data capture form

This is a data capture form for Instant Life Insurance.

Download Updated 31 Aug 18
Medical data capture form

This form contains questions that our online application system will ask for the 10 most common medical disclosures.

Download Updated 30 Apr 18
Personal Financial Questionnaire

To collect further information that may be required to assess a cover application - information provided here forms part of the contract.

Download Updated 30 Apr 18
Data Capture Form - Business Protection

This form will help you collect the information you need when applying for your clients' Business Protection policies.

Download Updated 30 Apr 18
Instruction to your Bank or Building Society to pay by Direct Debit

Download our Bank and Building Society Direct Debit form.

Download Updated 01 Feb 16