Get Data Collection Form For Online Submissions After 4 ... - Zurich

This guide provides clear and supportive instructions for filling out the data collection form required for online submissions to Zurich. It aims to assist intermediaries in gathering necessary client information to facilitate a seamless application process.

Follow the steps to successfully complete the form online:

1. Press the ‘Get Form’ button to download the form.
2. Begin by providing the client(s) names in the designated fields for the first life and second life assured. Make sure to confirm if each life assured is also the plan owner.
3. Select the applicable cover plan type (Decreasing Mortgage Cover Plan, Level Protection Plan, or Adaptable Life Plan) based on the client’s needs.
4. Fill in the personal contact details for both life assured, including titles, surnames, forenames, telephone numbers, email addresses, nationality, and dates of birth. Ensure all information is accurate and complete.
5. Complete the section on health and medical details, answering all questions regarding height, weight, tobacco use, alcohol consumption, and any past medical history accurately.
6. Provide details regarding any family history of medical conditions as required in the designated section, ensuring to note age of onset and any relevant details.
7. Complete the occupational details if the occupation involves any high-risk activities, followed by specific details about the client's earnings, commission, and work-related driving, if applicable.
8. If applicable, answer all additional questions concerning any recreational drug use or mental health history with full honesty.
9. Finally, review all the information provided to ensure completeness and accuracy. Users can then save changes, download, print, or share the form as needed.

Complete the data collection form online to facilitate your client's application with Zurich.