Group Life Insurance documents for employers
Product documents
Excepted Group Life and Individual Relevant Life
- Excepted Group Life policy proposal form (1.5 MB/PDF)
- Excepted Group Life policy technical guide (273.4 KB/PDF)
- Excepted Group Life policy terms and conditions (285.8 KB/PDF)
- Individual Relevant Life proposal form (1.4 MB/PDF)
- Individual Relevant Life technical guide (327.2 KB/PDF)
- Individual Relevant Life terms and conditions (205.5 KB/PDF)
Voluntary group life
- Voluntary Group Life spouse or partner application form (135.9 KB/PDF)
- Voluntary Group Life spouse or partner digital application journey (463.3 KB/PDF)
- Voluntary Group Life spouse or partner proposal form (610.7 KB/PDF)
- Voluntary Group Life spouse or partner technical guide (241.4 KB/PDF)
- Voluntary Group Life spouse or partner terms and conditions (169.4 KB/PDF)
Excepted Group Life Trust Solutions
- Excepted Group Life Trust Solution policy claim form (788.1 KB/PDF)
- Excepted Group Life Trust Solutions policy overview (262.8 KB/PDF)
- Excepted Group Life Trust Solution policy proposal form (558.6 KB/PDF)
- Excepted Group Life Trust Solutions policy rules (209.9 KB/PDF)
- Excepted Group Life Trust Solutions policy technical guide (446.0 KB/PDF)
- Excepted Group Life Trust Solutions policy terms and conditions (294.2 KB/PDF)
Zurich Registered Group Life Master Trust
- Zurich Registered Group Life Master Trust notice of additional participating employers (516.6 KB/PDF)
- Zurich Registered Group Life Master Trust notice of participation (593.8 KB/PDF)
- Zurich Registered Group Life Master Trust overview (245.7 KB/PDF)
- Zurich Registered Group Life Master Trust technical guide (214.6 KB/PDF)
- Zurich Registered Group Life Master Trust terms and conditions (204.6 KB/PDF)
Group Life Insurance claims
- Authorised signatories (49.9 KB/PDF)
- Consent form (677.2 KB/PDF)
- Death abroad questionnaire (1.7 MB/PDF)
- eSignatures guides (67.9 KB/PDF)
- Group Life Insurance claims forms for employees (2.2 MB/PDF)
- Group Life Insurance claims forms for spouses/partners (929.9 KB/PDF)
- Group Life Insurance claims guide (968.3 KB/PDF)
- Group Life Insurance Master Trust claims form for employees (767.4 KB/PDF)
Bereavement and probate services
Cancer awareness and diagnosis support
- Bowel cancer guide (607.3 KB/PDF)
- Brain tumour guide (740.4 KB/PDF)
- Breast cancer guide - men’s diagnosis (940.9 KB/PDF)
- Breast cancer guide - triple negative diagnosis (505.4 KB/PDF)
- Breast cancer guide - women’s diagnosis (330.9 KB/PDF)
- Lung cancer guide (249.5 KB/PDF)
- Prostate cancer guide (533.1 KB/PDF)
- Risk of infection guide (634.5 KB/PDF)
- Skin cancer guide (756.5 KB/PDF)
- Skin cancer guide - melanoma diagnosis (451.5 KB/PDF)
Second Medical Opinion+ and Precision CancerCare
Suicide prevention support
- Suicide prevention support - breaching confidentiality (190.4 KB/PDF)
- Suicide prevention support - emergency services (203.7 KB/PDF)
- Suicide prevention support - employer support (207.9 KB/PDF)
- Suicide prevention support - helplines (172.6 KB/PDF)
- Suicide prevention support - information gathering (140.3 KB/PDF)
- Suicide prevention support - Raise the alarm (178.5 KB/PDF)
- Suicide prevention support - Raise the alarm poster (496.9 KB/PDF)
- Suicide prevention support - responder aftercare (235.4 KB/PDF)
- Suicide prevention support - responder checklist (44.9 KB/PDF)
Worldwide health and security information service
Other Group Life Insurance documents
- A guide to accounts - how we calculate your premiums (99.2 KB/PDF)
- A guide to your statement of account (110.3 KB/PDF)
- Access to medical reports (AMRA) - notice of your rights (63.9 KB/PDF)
- Confirming your identity (55.3 KB/PDF)
- Data protection statement (103.4 KB/PDF)
- Data protection statement for individuals (203.2 KB/PDF)
- Direct debit mandate (94.5 KB/PDF)
- Registering a Group Life scheme with HMRC (217.1 KB/PDF)
You can find more useful guides, forms and resources: