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Customer Authorisation Form To be completed by the Group Secretary Please complete in black ink using BLOCK CAPITALS. Please read carefully before signing. This form is intended for customers to tell.

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How to fill out the Amii Form online

Filling out the Amii Form online is a straightforward process that allows you to authorize your health insurance provider to manage your policy effectively. This guide will provide step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete the Amii Form online

  1. Click 'Get Form' button to obtain the Amii Form and open it in your preferred online editor.
  2. Begin by selecting either Option 1 or Option 2 based on your needs. For Option 1, indicate your choice for a policy review only by ticking the corresponding box. If you prefer a full transfer to a new intermediary, select Option 2.
  3. Enter the effective date in the relevant field. This date is essential as it marks the beginning of your authorization period.
  4. For Option 1, understand that your policy information (excluding medical details) will be shared with the intermediary for market review purposes. For Option 2, confirm that the appointed intermediary will be granted full authority over your policy.
  5. Complete Section 3 with your customer details, including your insurance company, policy number, customer/group name, customer postcode, and your full name printed clearly.
  6. In Section 4, provide the intermediary details, including the intermediary agency number, company name, and signature. Ensure all fields are filled out accurately.
  7. Finally, review the form thoroughly for any errors before proceeding to save your changes. You can then download, print, or share the completed Amii Form as necessary.

Complete your Amii Form online today to ensure effective management of your health insurance policy.

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