Get Data Capture Form

Filling out the Data Capture Form for income protection insurance is a straightforward process designed to gather essential information for your application. This guide will help you navigate each section of the form efficiently and accurately.

Follow the steps to complete your form successfully.

1. To begin, click the ‘Get Form’ button to access the Data Capture Form and open it in your chosen editor.
2. In the 'Details of Insured Persons' section, enter the full name of Applicant 1, their date of birth, and occupation. Ensure that all details are accurate and up-to-date.
3. Provide the property address, including the postal code, where the insured person resides.
4. Next, specify the cover amounts. Indicate the total amount of cover required in the designated field.
5. Decide whether you require unemployment cover by selecting 'Yes' or 'No.' If yes, choose the qualification and benefit periods. Note the options available for the waiting period and the duration of the benefit.
6. For disability cover, indicate if this is required by choosing 'Yes' or 'No.' If you select yes, again specify any waiting period.
7. Navigate to the declaration questions. Answer each question truthfully regarding your employment status, health, and any other instructed factors. These responses will guide the assessment of your insurance application.
8. In the 'Details required to start the policy' section, enter your bank sort code, bank account number, mortgage start date, account name, policy start date, and details of the mortgage lender.
9. Read the declaration section carefully. Indicate your agreement by signing and dating the form where indicated for both applicants.
10. Once you have completed the form, you can save your changes, download a copy, print it out, or share it with your intermediary who will submit the application on your behalf.

Complete your Data Capture Form online today for your income protection insurance application.