Often the most daunting part of the whole process! Some of those
forms can be very long and complex – but don’t worry. We will help
you to complete the appropriate sections, and explain choices as
they arise to ensure you understand the process and are through
it with the least pain possible.
Once complete we will copy to our files for your convenience and
forward the originals to the plan or service provider for processing.
Please remember that all protection products, such as life and
critical illness plans do require some form of underwriting, and
so more information may be requested directly by the provider.
This is a normal part of the process and is often simply a form
of quality control – please do not interpret it as anything else.
Once all the requirements are satisfied and the documents issued
we will check to ensure that all is in order.
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