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Literature
Group Income Protection
Group Life
- Group Life Proposal form, download here
- Registered Group Life Technical guide, download here
- Excepted Group Life Technical guide, download here
- Group Life product factsheet, download here
- Registered Declaration of Trust, download here
- Unregistered Declaration of Trust, download here
- Deed of Adherence - Corporate Trustee, download here
- Deed of Adherence - Individual Trustees, download here
- 'A' Day Deed of Variation - Corporate Trustee , download here
- Deed of change of name, download here
- Registered Declaration of trust - individual trustees, download here
General
- Zurich Corporate Risk Claims overview factsheet, download here
- Zurich Corporate Risk Underwriting factsheet,
download here
- Quotation Request form download here
- Direct Debit form, download here
- Confirmation of verification certificate (individuals), download here
- Confirmation of verification form (Non individuals e.g. Corporate clients, partnerships, trusts), download here
- Health & Activities form, download here
- Late Entrants health form, download here
- Commission Guide, download here
If you'd like a copy of our standard terms and conditions, please contact us.
On-risk forms
The above interactive On-risk forms will allow you to enter data direct onto the PDF so you can return the form to us electronically.
If you complete this form online, you need to use Acrobat Reader version 8 (or above) or Acrobat Professional version 6 (or above). If you have an earlier version of Acrobat you can download the latest version of Acrobat Reader free from http://get.adobe.com/reader/
We are currently piloting these forms and would appreciate any feedback to Mark.Wise@uk.zurich.com.
We are aware that some users of the Vista Operating System have had problems saving the file after data has been input, we would recommend that you save the file once you've entered at least one piece of data to ensure this does not apply to your particular set-up. If you do experience any problems, please let us know so we can continue to improve the form.
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