Get Equity Partner Group Life Assurance Scheme Proposal Form - Metlife Co

Completing the Equity Partner Group Life Assurance Scheme Proposal Form online is a straightforward process that ensures you provide necessary information for insurance coverage. This guide will assist you through each section of the form to facilitate a smooth submission.

Follow the steps to effectively complete the proposal form.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. In Section 1, enter the details of your firm in block capitals. Include the firm name, registered address, postcode, scheme name (if applicable), type of firm (delete as necessary between Partnership or Limited Liability Partnership), and briefly describe the nature of the trade or business carried out by the employer.
3. Move to Section 2, where you will provide the basis of benefits. Specify the lump sum or multiple of earnings that will be available per member. Define 'Earnings' if necessary, with a clear description applicable to your firm.
4. In Section 3, fill out the eligibility criteria, including minimum and maximum entry ages and the normal retirement age. Indicate any exact eligibility conditions and whether the scheme will be compulsory or voluntary, noting the expected take-up rate among eligible members.
5. Section 4 covers existing scheme details. Answer whether your scheme is currently insured and provide the required details if applicable, including previous insurer, free cover limit, and a five-year history of claims. Make sure to disclose any partners with terminal illnesses or absences due to illness.
6. For Section 5, answer whether any members were absent prior to the cover commencement or had recent absences of 10 working days or more due to illness. Provide any requested details.
7. In Section 6, request coverage by dating and filling in the quotation number. Accurately confirm that your provided information corresponds with the initial quotation. Provide the commencement and renewal dates, and specify the payment frequency.
8. Conclude by signing and dating the declaration on behalf of your firm in Section 6. Ensure that the details for future members will be notified to MetLife on time.
9. Complete Section 7, which requires at least two authorized signatures of trustees. Ensure all trustees print their names in block capitals.
10. Review your completed form for accuracy before saving your changes, as well as downloading, printing, or sharing the finalized document as necessary.

Complete your Equity Partner Group Life Assurance Scheme Proposal Form online for seamless insurance processing.