Documents

Bookmark this page for quick access.

Income Assured Plus Application Forms:

• Traditional / Little T Application Form
  

  Medical section must be completed. Option given to opt-out of a “Little T” tele-interview.
  File size: 0.6MB
   

• Big T Application Form
  No medical section to complete. A tele-interview will be required for all Applicants.
  File size: 0.3MB

Please note: You are now able to return your client’s application form to newbusiness@cirencester-friendly.co.uk. Please follow our recommended scanning tips to ensure the file size is not too large:
• Select resolution - 200x200dpi
• Select black and white

Other Documents:

• Suitability Letter

 

• Underwriting Questionnaires

• Amendment Form
  

  Income Assured Plus application form for amendments
  File size: 0.3MB

• Application for Career Break
  

  Income Assured Plus application form for Career Break
  File size: 0.1MB

• Application to end Career Break
  

  Income Assured Plus application form to end your Career Break
  File size: 0.1MB

• Identity Verification Certificate
  

  Identity Verification Certificate for individual applicants
  File size: 0.2MB
   

• Memorandum and Rules
  

  Society Memorandum and Rules (applies to all contracts)
  File size: 0.3MB
   

• Schedule 2
  

  Rules of the Income Assured Plus Contract
  File size: 0.5MB