Get Ultra Advance

The Ultra Advance Trustee Application Form is a critical document for trustees of existing trusts wishing to invest in the Ultra Advance policy. This guide will provide clear, step-by-step instructions on how to effectively fill out the form online, ensuring a smooth application process.

Follow the steps to complete your Ultra Advance Trustee Application Form.

1. Click the ‘Get Form’ button to access the Ultra Advance Trustee Application Form and open it for editing.
2. Fill in your personal details at the top of the form. Make sure to include the name of your financial adviser, their company name, contact details, and relevant policy number if known.
3. Select your reason for investing by ticking the appropriate box for retirement funding, education funding, or medium to long-term savings. If no box is checked, it will be assumed you are investing for medium to long-term savings.
4. Provide additional information or special instructions, if necessary, in the designated section. Ensure all responses are thoughtful and relevant.
5. Complete the checklist by confirming receipt and understanding of the information provided in the Ultra Advance Principal Brochure and other relevant materials.
6. In Section 1, enter details as a Corporate Trustee or Non-Corporate Trustee. Use BLOCK CAPITALS for clarity.
7. Detail all Directors' information if applicable. If there are more than four Directors or Trustees, provide this information on a separate sheet.
8. Confirm the Lives Assured details if applicable, ensuring you include the name, date of birth, country of residence, and relationship to the trust for each.
9. Choose the premium payment method that you prefer, and complete the corresponding details to facilitate the payment process.
10. Review the Declarations section carefully, ensuring you understand and confirm all statements, as these will significantly impact your application.
11. Ensure all required documentation is attached, particularly verification of identity and address for each Trustee, and any additional paperwork specified.
12. When finished, save your changes and download, print, or share the completed form as needed.

Start filling out your Ultra Advance Trustee Application Form online today to begin your investment journey.