Get Shepherds Simple Protection Plan

Filling out the Shepherds Simple Protection Plan online can seem intimidating, but with clear guidance, the process can be straightforward and efficient. This guide will walk you through each section of the form, ensuring you provide the necessary information accurately.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to obtain the Shepherds Simple Protection Plan form, and open it in your preferred editor.
2. Begin by providing the details of the life assured in Section A. Answer the first question regarding past applications to the Society by selecting 'Yes' or 'No.' For section 2, use the appropriate title such as 'Mr,' 'Mrs,' 'Ms,' or 'Other.' Fill in the personal information including first names, surname, address, postcode, and contact numbers.
3. Complete the email address field and date of birth. Specify your marital status by selecting the relevant option. Provide your National Insurance number and answer whether you have been registered with a UK Medical Practice for over three years.
4. Indicate if you have smoked or used nicotine products in the past twelve months, and whether you own a home. Move on to the Employment details section (Section B) by stating your current profession or occupation. Confirm your employment status and describe how long you have been in your current job.
5. For employed applicants, indicate whether you are on a fixed-term contract and, if so, provide the termination date. Disclose if you receive income from your employer when incapacitated, and include details regarding your gross earnings for the last twelve months.
6. For self-employed individuals, document your net profit for each of the last three years and state your expected net profit for the next twelve months. This information will help in verifying income at the time of a claim.
7. In Section C, select your desired level of monthly benefit and coverage period. Make sure to note the minimum premium requirement. If opting for indexation, specify here.
8. Next, in Section D, state if you have ever been declined for insurance or if you are currently insured elsewhere for income protection. Provide details as requested regarding any previous claims or compensation.
9. Section E contains declarations and consents. Read through the proposer’s declaration and provide your confirmation and signature. Ensure that your information is accurate and that you have affixed your signature alongside the date.
10. Finally, complete the Direct Debit instruction at the end of the application form if applicable. Be sure to fill out all banking details accurately before saving changes, downloading, printing, or sharing the completed form.

Complete your Shepherds Simple Protection Plan online today to ensure your financial stability.