Servicing Forms

Already have a policy with us?
Click below to download our servicing forms.

• PL1537 Service Management Fee Authorisation Form
• PL1538 Service Management Fee Cancellation Form
• PL2101 United States Residency Questionnaire
• PL2102 Certifying Signature Form
• PL2103 Additional Lives Assured Form
• PL2104 Appointment of Beneficiary Form
• PL2105 Investment Adviser Nomination Form
• PL2106 Change of Introducer Form
• PL2107 Dealing Instruction Form
• PL2108 Switch and/or Redirection Form
• PL2109 Change of Address Form
• PL2110 Death Claim Form
• PL2111 Premium Holiday Request Form
• PL2112 Reinstatement Request Form
• PL2113 Premium Decrease Request Form
• PL2114 Payment Change Request Form
• PL2115 Lost Policy Declaration Form
• PL2116 Deed of Assignment Form
• PL2117 Change of Payor Form
• PL2118 Surrender/Regular Income Payment Form
• PL2120 Confirmation of Residential Address Form
• PL2121 Additional Single/Regular Contribution Form
• PL2122 Transfer of Assets Form