Get New Customer Authorisation Form - Aviva - Amii Org

This guide provides clear, step-by-step instructions on how to accurately complete the New Customer Authorisation Form for Aviva through an online platform. By following these instructions, users can seamlessly navigate the form and ensure their preferences are accurately communicated.

Follow the steps to complete your New Customer Authorisation Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Read the instructions carefully, as the form must be completed in block capitals with black ink.
3. Begin with Option 1 or Option 2, based on your preference for policy review or full transfer. Check the applicable box accordingly.
4. Enter the effective date for your preferred option to initiate the process.
5. If selecting Option 1, acknowledge that information related to the policy (excluding medical details) will be sent to the intermediary for a market review, and sign where indicated.
6. For Option 2, confirm that you are appointing the intermediary as your sole representative and are aware that all policy details will be sent to them. Sign and date the form.
7. In Section 3, provide your personal details including customer name, policy number, and signature, ensuring you confirm understanding of your chosen option.
8. Complete Section 4 with the intermediary's details, ensuring they sign and date the form as well.
9. Once all sections are completed, review for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your New Customer Authorisation Form online today to ensure your insurance preferences are set accurately.