Get Ppi Questionnaire - First Direct

The PPI Questionnaire - First Direct is an essential tool for users looking to file a complaint regarding their payment protection insurance. This guide provides clear and detailed instructions on how to complete the questionnaire step by step, ensuring a smooth online submission process.

Follow the steps to effectively complete the PPI Questionnaire.

1. Click ‘Get Form’ button to access the PPI Questionnaire and open it in your preferred document editor.
2. In Section A, provide your name and contact details, including any additional complainants' information if applicable. Ensure to include accurate surnames, titles, and phone numbers.
3. In Section B, list the type and number of payment protection insurance policies with corresponding start dates. If you have more than four policies, provide additional details as required.
4. Indicate whether the insurance provides single or joint cover for each listed policy.
5. Specify how the insurance was sold to you in Section B.3, selecting the appropriate option such as online, at a branch, or by post.
6. In Section B.4, clarify if you received advice or recommendations regarding the insurance's purchase.
7. In Section B.5, describe the current situation with each policy, including whether the insurance is still active or has been canceled, along with reasons if applicable.
8. Answer whether you have made a claim on any policy in Section B.6, and provide relevant details if applicable.
9. Section C focuses on what you purchased insurance for. Please tick the appropriate option(s) under each policy listed.
10. In Section D, explain your employment status at the time of obtaining the insurance and your partner's status, if relevant.
11. Complete the details in Section E, recounting your experience regarding the sale of the insurance, including dates, location, and any documentation provided.
12. Finally, review Section F, confirming your declaration, providing your signature and any additional signatory from your partner, if it's a joint complaint. Ensure all required documents are either enclosed or noted.
13. Once completed, save any changes made, and you may choose to download, print, or share the form as needed.

Complete your PPI Questionnaire online today for a swift resolution to your complaint.