Get Guides For Products Closed To New Businessold Mutual Wealth

Filling out the Guides For Products Closed To New BusinessOld Mutual Wealth is a crucial step in securing your insurance policy. This guide provides a comprehensive overview of each section of the form, ensuring you understand how to complete it effectively and accurately.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to acquire the form and open it in the editing platform.
2. Provide your business postcode in the designated field.
3. Indicate whether you are enclosing a cheque with your application by selecting 'Yes' or 'No'.
4. Complete the adviser section by confirming if advice was given regarding the product by selecting 'Yes' or 'No'.
5. Fill in the life/lives insured details, including all personal information such as full name, address, date of birth, and marital status, ensuring accuracy.
6. Complete the applicant's information, providing details of any applicant not also acting as the life assured, including age and contact information.
7. For shareholder/partnership protection applications, provide the name of the firm and list any other participants involved.
8. Outline the premium details, specifying the amount and frequency of payment, and indicate your preferred payment method.
9. If applicable, complete the trust details by indicating whether the plan is to be written under trust from the outset.
10. Fill in the health and other information completely, ensuring full disclosure regarding any medical history or currently prescribed treatments.
11. Finalise the form by reviewing all sections, ensuring all boxes are ticked, answers are complete, and sign the declaration to confirm the information provided.
12. Once satisfied with the completed form, save any changes, and download or print the form for your records.

Complete the Guides For Products Closed To New BusinessOld Mutual Wealth online to ensure your application is processed smoothly.