Literature for advisers
Access all the literature to help you and your clients in one handy and easy to use place. Use the tabs below.
Individual Protection
Data capture form
This form will help you collect the information you need when applying for your clients' policies online.
Medical data capture form
This form contains questions that our online application system will ask for the 10 most common medical disclosures.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
Medical records access and processing consent form (AMRA): UK & Isle of Man
This document covers the regions of United Kingdom and Isle of Man.
Medical records access and processing consent form (AMRA): Jersey, Guernsey and Gibraltar
This document covers the regions of Jersey and Guernsey and Gibraltar.
Medical records access and processing consent form (AMRA): Other countries
This document covers the regions of other countries and regions EXCLUDING United Kingdom, Isle of Man, Jersey, Guernsey and Gibraltar.
Business Protection
Data capture form - business protection
This form will help you collect the information you need when applying for your clients' Business Protection policies.
Medical data capture form
This form contains questions that our online application system will ask for the 10 most common medical disclosures.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
Group Protection forms
Group Life Claim Form
This form can be completed on-screen or printed off and completed by hand.
Group life claim form for a death in service pension
This form can be completed on-screen or printed off and completed by hand.
Policyholder Change Form
This form is used to inform AIG of a change in policyholder on a Group Protection scheme.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
Excepted Group Life policy instruction form
Following the expiry of an Excepted Group Life trust, a replacement trust is put in place. This also requires replacement policies to be issued. This form instructs us to terminate the policy(ies) from a previous trust and set up new ones.