Underwriting information and forms

View our range of support materials, essential forms and underwriting information.

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. Underwriting decisions may differ due to the coronavirus pandemic.

Download Updated 18 Oct 20
Data capture form

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

Download Updated 25 Jan 21
Instant - data capture form

This is a data capture form for Instant Life Insurance.

Download Updated 02 Aug 20
Medical data capture form

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

Download Updated 17 Mar 21
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 28 Apr 21
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
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.

DOWNLOAD Updated 18 Apr 21