“The pen is the tongue of the mind.”
-Horace
Forms
Digital forms from Eliteinsure and product providers.
AIA
- Accidental Injury Claim Form
- AIA Vitality Application Form
- Application Form
- Authority To Accept Direct Debits
- Cancellation Form – Credit Card Repayment Insurance
- Cancellation Form
- Change Of Name Declaration Form
- Change of Ownership
- Credit Card-Debit Card Payment Authority
- Critical Conditions Progressive Care Claim Form
- Declaration Of Continued Good Health
- Health Insurance Claim Form
- Income Protection Claim Form
- Non-Smoker Declaration Form
- Policy or Benefit Suspension Application Form
- Policy Split
- Redundancy Claim Form
- Reimbursement Form
- Special Events Application Form
- Statutory Declaration
- Terminal Illness Claim Form
- Total Permanent Disability Claim Form
- Waiver of Premium Claim Form
Chubb Life
- Change of Address Form
- Change of Name Form
- Death Claim – Third Party Owner
- Death Claim – Executors of Estate
- Direct Debit Authority for Advice Channel
- Early Payment Life Cover Claim Form
- Employer Claim Form
- Individual Update Form
- Loss of Policy Declaration
- Lump Sum Claim Form
- Medical Update Form
- Memorandum of Transfer Form
- Monthly Benefit Claim Form
- Policy Split Form
- Premium Cover Redundancy Bankruptcy Claim Form
- Smoking Status Update Form
- Specific Injury Claims Form
Fidelity Life
- Health Declaration
- Memorandum of Transfer
- Non-smoking Declaration Form
- Policy Revival Health Declaration
- Proposal for Children’s Future Insurability
- Short-form Application – Risk Cover
- Third Party Consent Form
- Alteration Request
- Application Declaration
- Application Form – Mortgage Protector
- Application Form – Risk Cover for Kids
- Application to Increase Cover
- Cancellation Form
- Change of Name Declaration
- Declaration Form
- Direct Debit Authority
NZ Funds
- AML Form for an Individual (Form 1)
- AML Form for a Deceased Estate (Form 5)
- AML Form for a Partnership (Form 7)
- AML Form for a Representative Acting on Behalf of a Client (Form 2)
- AML Form for a Trust (Form 3)
- Application for Withdrawal on Death – Probate granted
- Application for Transfer to an Australian Superannuation Fund Form
- Application for Withdrawal Form (First Home Purchase)
- Application for Withdrawal Form (Life-Shortening Congenital Illness)
- Application for Withdrawal Form (Retirement)
- Application for Withdrawal Form (Serious Illness)
- Application for Withdrawal on Death – No Probate Granted
- KiwiSaver Change of Name Notification
- KiwiSaver Direct Debit Form
- Supplementary Information Form
- Application Form for Minors – 2023
- Authority for Nominated Person to Access Account Information
- Authority to Provide Information Form (Australian Superannuation)
- Change in Member Contact Details Form
- KiwiSaver Application for Withdrawal form
Partners Life
- Application – Business Financial Questionnaire
- Application – Children’s Application
- Application – Declaration and Consent
- Application – Declaration of Good Health
- Application – Financial Questionnaire for Personal Cover
- Application – Non Smoking
- Application – Protection Plan
- Claim Form – Life Claim
- Claim Form – Monthly Benefit – Critical Illness
- Claim Form – Monthly Benefit – Specific Injury
- Claim Form – Monthly Benefit Update
- Claim Form – Monthly Benefit
- Claim Form – Premium Holiday
- Claim Form – Private Medical Cover
- Claim Form – Redundancy Benefit
- Claim Form – Terminal Illness & Early Payment of Life Cover
- General – Memorandum of Transfer Form
- Payment – Direct Debit Authority