Get Uk Association Of Medical Insurers And Intermediaries Customer Authorisation Form 2021-2025

Filling out the UK Association Of Medical Insurers And Intermediaries Customer Authorisation Form online can seem daunting, but with this guide, you will have a clear understanding of each step involved. This document allows you to choose or change your intermediary for health insurance advice, ensuring your preferences are clearly communicated to your insurer.

Follow the steps to successfully complete the form online:

1. Click the ‘Get Form’ button to access the Customer Authorisation Form and open it in your preferred editor.
2. Read through the instructions provided on the form carefully before proceeding. Ensure you have your policy information and intermediary details handy.
3. Choose either Option 1 or Option 2 based on your needs. Option 1 allows for a market review without transferring your policy, while Option 2 confirms a full transfer to a new intermediary.
4. If selecting Option 1, complete the effective date field and provide your signature, along with your job title if applicable.
5. If opting for Option 2, fill in the effective date, followed by your signature and job title if applicable, to confirm the transfer.
6. Proceed to Section 3, where you will enter your customer details. Confirm that you have discussed the options with the intermediary, printing your full name and providing your postcode and policy number.
7. In Section 4, the intermediary should fill in their details, including their name, signature, and agency number, confirming that they have explained the options to you.
8. Once all sections are completed, review the form for accuracy, and ensure every required field is filled. Save any changes made.
9. Finally, download, print, or share the completed form as necessary to submit it to your insurance company.

Take action and complete your Customer Authorisation Form online today!