Supporting documents
Table of contents
Underwriting
Guides
- Underwriting Free cover (61.8 KB/PDF)
- Non-Medical Limits - A guide to our underwriting limits for protection products (212.3 KB/PDF)
- Occupation guide (70.9 KB/PDF)
- Underwriting while easing out of lockdown - May 2021 (118.8 KB/PDF)
- Underwriting BMI tables for Protection (168.8 KB/PDF)
- Large case underwriting sales aid (97.2 KB/PDF)
- Your guide to medical examinations (560.5 KB/PDF)
Questionnaires and forms
- Armed forces questionnaire (66.5 KB/PDF)
- Aviation Questionnaire (62.7 KB/PDF)
- Colitis and Crohn's disease questionnaire (120.3 KB/PDF)
- Data capture form (1.7 MB/PDF)
- Doctor name and address (50.3 KB/PDF)
- Drug questionnaire (64.1 KB/PDF)
- Ear disorder questionnaire (94.8 KB/PDF)
- Epilepsy questionnaire (90.5 KB/PDF)
- Eye disorder questionnaire (100.5 KB/PDF)
- Financial questionnaire - life and critical illness (73.0 KB/PDF)
- Gynaecological questionnaire (91.2 KB/PDF)
- Kidney and urinary tract disorders questionnaire (93.5 KB/PDF)
- Mental health questionnaire (88.2 KB/PDF)
- Mole, lump or growth questionnaire (94.7 KB/PDF)
- Occupational questionnaire (72.5 KB/PDF)
- Pursuits questionnaire (70.2 KB/PDF)
- Residency and overseas travel questionnaire (58.0 KB/PDF)
- Smoking questionnaire (52.7 KB/PDF)
- Thyroid questionnaire (77.0 KB/PDF)
- Smoking review questionnaire (209.7 KB/PDF)
Claims
Sales aids
- Waiver of premium benefit - Your guide to your claim (370.7 KB/PDF)
- Critical illness or terminal illness benefit - Your guide to your claim (276.7 KB/PDF)
- Bereavement - Your guide to making a claim (1.1 MB/PDF)
- Income protection benefit - Your guide to your claim (376.5 KB/PDF)
- Death Abroad Questionnaire (265.4 KB/PDF)
- Claims paid 2023 (44.4 KB/PDF)
Life Protection Platform
- Your guide to commission for Zurich protection policies (408.1 KB/PDF)
- Downloading your commission statement (300.7 KB/PDF)
- Terms of Business (298.4 KB/PDF)
- Help retain your clients in LPP (249.3 KB/PDF)
- Zurich Protection - contractual change and flexibility of cover (896.0 KB/PDF)
- Your guide to the Customer Portal (3.5 MB/PDF)
- LPP enhancements for portal quotes and applications (340.3 KB/PDF)
- Delegated underwriting customer guide (71.5 KB/PDF)
- Delegated underwriting adviser guide (1.5 MB/PDF)
- Life Protection portal adviser guide (10.3 MB/PDF)
Trusts
- A guide to online trusts (307.0 KB/PDF)
- Absolute Trust Deed (205.5 KB/PDF)
- Flexible Business Trust Deed (159.9 KB/PDF)
- Completing a Flexible Business Trust Deed (973.1 KB/PDF)
- Partnership Keyperson Trust Deed (232.2 KB/PDF)
- Relevant Life Policy Trust Deed (173.4 KB/PDF)
- Completing a Relevant Life Policy Trust Deed (947.4 KB/PDF)
- Discretionary Survivorship Trust Deed (179.6 KB/PDF)
- Discretionary Trust Deed (179.3 KB/PDF)
- Being a Trustee: Your Guide (259.0 KB/PDF)
Target market statements
- Zurich Personal Protection - Target market statement (326.7 KB/PDF)
- Zurich Income Protection - Target market statement (138.8 KB/PDF)
- Zurich Whole of Life - Target market statement (98.9 KB/PDF)
- Zurich Business Whole of Life - Target market statement (91.5 KB/PDF)
- Zurich Business Protection - Target market statement (240.4 KB/PDF)
- Zurich Relevant Life - Target market statement (86.7 KB/PDF)
- Zurich Accelerate - Target market statement (159.9 KB/PDF)
- Zurich Multi-Fracture - Target market statement (102.0 KB/PDF)
Reasons why paragraphs
- Reasons why paragraphs - personal protection (383.3 KB/PDF)
- Reasons why paragraphs - income protection (222.1 KB/PDF)
- Reasons why paragraphs - whole of life (186.2 KB/PDF)
- Reasons why paragraphs - business protection (273.9 KB/PDF)
- Reasons why paragraphs - business whole of life (186.2 KB/PDF)
- Reasons why paragraphs - relevant life (168.0 KB/PDF)
General
- Zurich Support Services (582.6 KB/PDF)
- Customer wellbeing brochure (2.4 MB/PDF)
- Applying for a policy with Zurich (96.8 KB/PDF)
- Cross-Border Business Policy - Adviser guidance for new business (383.0 KB/PDF)
- Direct Debit Form (67.1 KB/PDF)
- Data protection (68.5 KB/PDF)
- Overview of Zurich’s product development process (186.6 KB/PDF)
- The need for protection (85.9 KB/PDF)
- Pick and mix cover (41.4 KB/PDF)
- Top 10 reasons to choose Zurich for your menu plan solutions (57.9 KB/PDF)
- Protection Pathways - first time buyers (4.5 MB/PDF)
- Protection Pathways - single renter (2.4 MB/PDF)
I’m looking for
Personal documents
All the documents you need from sales aids to policy documents.
Business documents
All the documents you need from sales aids to policy documents.
Pre-LPP documents
All the documents you need for policies sold before 7 September 2023.
Wealth documents
Some clients may still be paying into accounts that are no longer available, the documents will enable you to see what options you have.