Get Momentum - Application Form - Generali Worldwide

Filling out the Momentum - Application Form - Generali Worldwide online can seem daunting, but this guide aims to provide clear instructions to simplify the process. By following these steps, you can ensure that your application is completed accurately and efficiently.

Follow the steps to complete your application form successfully.

1. Click the ‘Get Form’ button to access the Momentum - Application Form and open it for your input.
2. Begin by selecting your preferred currency for the plan: USD, EURO, or GBP.
3. In the policyholder data section, provide accurate information including your title (Mr/Mrs/Ms/Miss/Dr), date of birth, marital status, gender, forename(s), surname, address, e-mail address, and telephone number.
4. Leave the certificate number field blank, as it is to be completed by Generali Worldwide.
5. Move to the investment election section and indicate whether you wish to invest through Lifecycle Strategies by selecting 'Yes' or 'No.' If 'Yes,' choose an appropriate strategy.
6. If you answered 'Yes,' specify which contribution type(s) you wish to invest in the selected strategy, such as transfer from corporate plan or regular voluntary contribution.
7. If you answered 'No,' clearly outline your investment selection by specifying the percentages allocated to each investment option. Ensure your total equals 100%.
8. Remember to certify your application by providing a certified photocopy of your passport and a recent utility bill showing your name and address.
9. Lastly, sign and date the bottom of the form to confirm that you have carefully read it and are responsible for the accuracy of the information given.
10. You may now save the changes made to the application, download it for your records, print it out, or share it as necessary.

Complete your application form online today to ensure a smooth process.