Unemployment Claim form

Size: px
Start display at page:

Download "Unemployment Claim form"

Transcription

1 Unemployment Claim form Section A Your details (To be completed by you) Title Surname Forename(s) Address Home Telephone Number Alternative Telephone Number Address Date of Birth Age Have you made any other insurance claims in respect of this Unemployment? If, please provide details to include policy number, name of company, address, contact telephone number and the type of policy you hold i.e, mortgage payment protection, loan protection etc. Office Use Only Policy reference Paymentshield Claims Administration PO Box 229, Southport PR9 9WU Tel: Fax: Paymentshield and the Shield logo are registered trade mark of Paymentshield Limited. Paymentshield Limited (registered number ) is a company registered in England and Wales at Paymentshield House, Southport Business Park, Wight Moss Way, Southport, PR8 4HQ. Paymentshield Limited, Authorised and regulated by the Financial Conduct Authority. Telephone calls to Paymentshield may be recorded for security purposes and monitored under our quality control procedures. Ref: PSL/5042/UC-F (01/14). CC4340.

2 Section B - Sharing information about your claim (to be completed by you) The details regarding your claim are considered to be private and cannot be disclosed to any other party without your express consent. This includes any other person named on the policy and any intermediary (e.g. financial advisor). If we are asked to do so, can we share information about your claim with the intermediary who introduced your policy to Paymentshield? If, please provide their full name and telephone number. Please note we cannot accept a company name. Name Telephone number If we are asked to do so, can we share information with any other person? If, please provide details of who we can share information with: Name Name Relationship to you Relationship to you Section C - Your financial details (To be completed by you) Please note: we may request sight of pay slips for both insured parties (where appropriate) to support our assessment of your claim. This will allow us to determine the benefit amount applied to your particular claim. Your gross annual income prior to your unemployment Lender name and address Start date of your mortgage Current monthly mortgage repayment Current monthly buildings cover premium Current monthly life/endowment cover premium Current monthly contents cover premium Is your cover provided by this policy split with any other person? If, who is the cover split with? Annual income of second named person Please provide your Bank Account details where you would like any claims funds credited to. Bank name Bank Sort Code Account Number Branch Name of account holder Section D - Important Information & Declaration (All applicants should read this section carefully and sign the declaration) We aim to provide an efficient and understanding claims service, however, making false, misleading or exaggerated insurance claims is a crime. We participate in the insurance industry action to keep premiums down to ensure that the honest policy is not subsidising fraudulent claims. Declaration - we are unable to start processing your claim without this signed declaration. Title Full Name I am presently unemployed and wish to claim benefit under the Terms and Conditions of my policy. I declare that the answers I have given are true and complete to the best of my knowledge and belief. I understand that if I knowingly give false or misleading information, or my claim is exaggerated, I will have to repay any benefits I have received. I also understand that I will lose all rights under the policy and that legal action could be taken against me. I understand that I must provide any evidence required by Paymentshield Limited, Aviva Insurance Limited and their representatives to prove my claim and must continue to do so during the period of any such claim. Insurers share information with each other to prevent fraudulent claims via a register of claims. A list of participants is available on request. The information you supply on this form, together with the information you have supplied on your application form and other information relating to the claim, will be provided to the register. I consent to the seeking of information from other insurers to check the answers I have provided, and I authorise the giving of such information I authorise Paymentshield Limited, Aviva Insurance Limited and their representatives to make any enquiries and obtain any information they consider relevant from my Employer, Previous Employer, Mortgage Lender, Department for Work and Pensions and H M Revenue & Customs. A photocopy of this authorisation shall be considered as effective and valid as the original. DATA PROTECTION DECLARATION: I have read and understood the data protection information in the attached leaflet headed Unemployment Claim Support Information Signature Date

3 Section E - Employment details (Complete this section if your last work was on an employed basis) Name of last employer Address of last employer Telephone Number Occupation prior to unemployment Fax Number Contracted hours worked per week Employment Terms (please tick appropriate box) Permanent Full Time Permanent Part Time Fixed Term Contract Temporary Seasonal Date employment commenced Date employment ended What was the reason for your unemployment Have you obtained a new job? If, when did your new job start? Contracted hours worked per week Employment Terms (please tick appropriate box) Permanent Full Time Permanent Part Time Fixed Term Contract Temporary Seasonal Section F - Self-employment statement (Complete this section if your last work was on a self-employed basis) Nature of business Trading name Trading address Business Telephone Number Business Fax Number Are you a CIS card holder? If, please provide a copy of your CIS card or alternatively correspondence from H M Revenue & Customs confirming your CIS card number along with confirmation from H M Revenue & Customs that you have de-registered with them. Date trading commenced Date you last worked Date you returned to work (if applicable) Minimum hours worked per week hours What was the reason for your unemployment Have you been contracted to the same employer for more than 2 years If, please give details Have you totally and permanently ceased trading? (If, please provide evidence of cessation from H M Revenue & Customs) If, please give details Your business accountant s name Accountant s Address Please note: If you have been employed or self employed for less than 6 months please provide details of your employment covering the previous 6 month period over leaf in Section G, along with evidence of your employment where possible. This can be in the form of a contract of employment, payslips, severance letter, P45 etc.

4 Section G - Employment Information Questionnaire Name and Address of Employer Date Employment Commenced Date Employment Ended Hours Worked Per Week Terms of Employment (i.e. permanent, temporary, fixed term contract (please confirm dates of any contracts)) Reason for Leaving Name and Address of Employer Date Employment Commenced Date Employment Ended Hours Worked Per Week Terms of Employment (i.e. permanent, temporary, fixed term contract (please confirm dates of any contracts)) Reason for Leaving Name and Address of Employer Date Employment Commenced Date Employment Ended Hours Worked Per Week Terms of Employment (i.e. permanent, temporary, fixed term contract (please confirm dates of any contracts)) Reason for Leaving

5 Section H - Employers/Liquidators Certificate (This section needs to be completed by your previous employer or the liquidator responsible) Full name of Employee Date of Birth Staff Number Full Address of Employee Occupation If the employee was a director, were they a controlling/shareholding director in the business? What was the reason for termination of employment? (please tick appropriate box) Dismissal End of Contract Redundancy Laid Off Cessation of Company Completion of Government Training Scheme Completion of Apprenticeship Resignation Retirement Other, please specify If dismissal, please provide full details Date employment commenced with your company Date first notified of unemployment either verbally or in writing Date last worked Contracted hours worked per week Employment Terms (please tick appropriate box) Permanent Full Time Permanent Part Time Fixed Term Contract Temporary Seasonal If Fixed Term Contract, please provide the details of all contracts with your company and the dates the contracts were to run from and to Was the employee given any prior indication that his or her employment with your company may be at risk? If, please provide details and the dates of any general notifications and official notifications Have you offered payment instead of notice or compensation for loss of office? If, please provide details of notice period received and period payment covers Days From To Have you ever employed this person before? If, please provide dates of employment and reason for termination From To Dismissal End of Contract Redundancy Laid Off Cessation of Company Completion of Government Training Scheme Completion of Apprenticeship Resignation Retirement Other, please specify If dismissal, please provide full details Signature OFFICIAL STAMP Position Date Name in BLOCK CAPITALS Please note: If you do not have an offical stamp, please enclose a signed company compliment slip or letter head.

6 Section I - Confirmation of Unemployment Certificate Please complete ALL PARTS of this form PART I - CLAIMANTS DETAILS First name(s) Last name Date of Birth Daytime telephone number PART 2 - JOB SEEKERS AGREEMENT Do you have a Job Seekers Agreement with the Department for Work and Pensions? Please enclose a copy of the Job Seekers Allowance Decision Letter. Please note that we will not be be able to consider your claim without this document. Please give details why PART 3 -JOB SEARCH INFORMATION Since becoming unemployed, have you been continuously available for work AND actively seeking employment of at least 16 hours per week? If no please specify why overleaf Are you registered with any job clubs / employment agencies? If yes please provide details overleaf Are you attending any training or educational courses? If yes please provide details overleaf IMPORTANT: Please complete the table overleaf headed 'IMPORTANT INFORMATION', confirming details of your job search activity. For each month that you have been unemployed you must complete details of at least 3 positions you have applied for. AND Please attach copies of application and response letters to support the details completed in the table. PART 4 - CURRENT STATUS Have you completed any work either paid or unpaid since you became unemployed? If yes please provide details overleaf Do you currently have any job offers? If yes please provide details overleaf Have you started, or are about to start, a new job? If yes please enter start date Please enclose a copy of the job offer letter and your P45 from the Department for Work and Pensions PART 4 - CURRENT STATUS I declare that the answers I have provided on this certificate are true and complete to the best of my knowledge and honest belief. I confirm that I have disclosed to you any work I have undertaken, either paid or unpaid, since the commencement of this or any other current claim. I am aware that if I knowingly give incorrect information I will lose all rights under the policy, I will have to repay any benefit I have received and legal action could be taken against me. I authorise the Department of Work and Pensions (DWP), Her Majesty's Revenue and Customs (HMRC), Recruitment Agencies and any other relevant parties to release, on request by Paymentshield Limited and Aviva, information that is relevant to my claim. Claimants Signature Date

7 IMPORTANT INFORMATION Position applied for Name of company Address of company Telephone Number Date of Application ADDITIONAL INFORMATION

8 Section J Please use this section to give further information you think would be helpful in the processing of your claim

Employed Unemployment Claim Form

Employed Unemployment Claim Form Employed Unemployment Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Postcode Home Telephone Number Alternative Telephone Number Email Address Date of Birth

More information

Employed Unemployment Claim Form

Employed Unemployment Claim Form Employed Unemployment Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Postcode Home Telephone Number Alternative Telephone Number Email Address Date of Birth

More information

Self Employed Unemployment Claim Form

Self Employed Unemployment Claim Form Self Employed Unemployment Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Postcode Home Telephone Number Alternative Telephone Number Email Address Date of

More information

Carers Unemployment Claim Form

Carers Unemployment Claim Form Carers Unemployment Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Home Telephone Number Alternative Telephone Number Email Address Date of Birth Have you

More information

Employed Disability (Accident or Sickness) Claim Form

Employed Disability (Accident or Sickness) Claim Form Employed Disability (Accident or Sickness) Claim Form Section A Your details (To be completed by you) Title Surname Forename(s) Address Home Telephone Number Alternative Telephone Number Email Address

More information

Self Employed Disability (Accident or Sickness) Claim Form

Self Employed Disability (Accident or Sickness) Claim Form Self Employed Disability (Accident or Sickness) Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Home Telephone Number Alternative Telephone Number Email Address

More information

Self Employed Disability (Accident or Sickness) Claim Form

Self Employed Disability (Accident or Sickness) Claim Form Self Employed Disability (Accident or Sickness) Claim Form Section A Your details (To be completed by your) Title Surname Forename(s) Address Home Telephone Number Alternative Telephone Number Email Address

More information

Protected Housa ISA Application Form 2014/2015

Protected Housa ISA Application Form 2014/2015 Protected Housa ISA Application Form 2014/2015 Protected Housa ISA Application Form 2014/15 Please complete this application form using BLOCK CAPITALS and in black ink. Please complete all sections and

More information

Cash ISA Transfer Application

Cash ISA Transfer Application Cash ISA Transfer Application Please complete and return pages 1-4 to transfer your existing ISA to United Trust Bank Limited (otherwise it may delay processing). If you wish to transfer ISAs from different

More information

Protected Housa ISA Transfer Form 2013/2014

Protected Housa ISA Transfer Form 2013/2014 Protected Housa ISA Transfer Form 2013/2014 Protected Housa ISA Transfer Form 2013/14 Please complete this form using BLOCK CAPITALS and in black ink. Please complete all sections and sign and date the

More information

UNEMPLOYMENT / REDUNDANCY CLAIM FORM

UNEMPLOYMENT / REDUNDANCY CLAIM FORM UNEMPLOYMENT / REDUNDANCY CLAIM FORM Please note that this form does not constitute acceptance of your claim by the underwriters or admission of any liability. Below are the guidelines of how to claim

More information

THINK ABOUT YOUR BACK UP PLAN

THINK ABOUT YOUR BACK UP PLAN MORTGAGE PROTECTION THINK ABOUT YOUR BACK UP PLAN The worry of being unable to pay your mortgage could keep even the heaviest of sleepers awake at night, but it doesn t have to. If an accident, sickness

More information

Cash ISA Application. we understand specialist banking. Rewarding Deposit Accounts

Cash ISA Application. we understand specialist banking. Rewarding Deposit Accounts Cash ISA Application Personal Information Title: Forenames: Surname: Date of birth: Country of birth: Nationality: Occupation: Home address: Your nominated bank account (for transferring funds to, and

More information

Second Charge Loan Application Submission Form

Second Charge Loan Application Submission Form Second Charge Loan Application Submission Form FAO: Second Charge Underwriting Team - Precise Mortgages Application form for Name Post code Mortgage Illustration ID A: / The following are attached: completed

More information

IT COULD HAPPEN TO YOU

IT COULD HAPPEN TO YOU INCOME PROTECTION thank you IT COULD HAPPEN TO YOU We often say, It won t happen to me. But, if an accident, sickness or redundancy strikes, it could put a swift halt to your income. So it s worth considering

More information

HSBC Cash e-isa Cash Transfer In and Reactivation Form

HSBC Cash e-isa Cash Transfer In and Reactivation Form CIN Cash e-isa Tax year 2018/19 For Bank use only HSBC Cash e-isa Cash Transfer In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any alterations,

More information

Application Form Individual

Application Form Individual Application Form Individual 1. About You All sections MUST be completed Title: Surname: Title: Surname: Forename(s): Gender: Date of birth: Marital status: Nationality: National Insurance no. Forename(s):

More information

Stocks & Shares to Cash ISA Transfer Application

Stocks & Shares to Cash ISA Transfer Application Stocks & Shares to Cash ISA Transfer Application Please complete and return pages 1-6 to transfer your existing ISA to United Trust Bank Limited (otherwise it may delay processing). If you wish to transfer

More information

Personal Accident Claim Form Accident & Sickness Guidance Notes Accident & Sickness

Personal Accident Claim Form Accident & Sickness Guidance Notes Accident & Sickness Personal Accident Claim Form Accident & Sickness Guidance Notes Accident & Sickness Most delays in settling claims arise because claim forms are not fully completed or requested documents are not sent

More information

Cash ISA Application & Transfer Form

Cash ISA Application & Transfer Form Cash ISA Application & Transfer Form 2018-2019 New ISA Accounts - Only to be completed by individuals on their own behalf. NOTE: If an account is to be opened by an Attorney, please complete a Savings

More information

Decision in Principle Form Buy to Let Second Charge Loans

Decision in Principle Form Buy to Let Second Charge Loans Decision in Principle Form Buy to Let Second Charge Loans FAO: Second Charge Underwriting Team - Precise Mortgages Decision in Principle for: Name Please confirm below the type of product(s) required.

More information

Power of Attorney / Court of Protection Order / Guardianship Order Registration form

Power of Attorney / Court of Protection Order / Guardianship Order Registration form Power of Attorney / Court of Protection Order / Guardianship Order Registration form This form should be used by a third party (Attorney, Deputy or Guardian) to register on an existing account held by

More information

Making a Protection Plus Claim

Making a Protection Plus Claim Making a Protection Plus Claim Thank you for contacting Swann Insurance You must have access to a printer in order to access this form. If you do not have access to a printer please contact our office

More information

Bridging Loans Additional guarantor form

Bridging Loans Additional guarantor form Bridging Loans Additional guarantor form Intermediary details Contact name Email Your customer reference Fax number (including STD code) Are you? Directly Authorised by the FCA Part of a Network Financial

More information

BP Individual Savings Account Transfer Application Form

BP Individual Savings Account Transfer Application Form HNTRFP BP Individual Savings Account Transfer Application Form Notes on completing this form Please read the BP Corporate ISA Brochure and Corporate ISA Terms and Conditions before completing this form.

More information

THE THREADNEEDLE ISA RANGE Authority & Transfer Form 2013/2014

THE THREADNEEDLE ISA RANGE Authority & Transfer Form 2013/2014 THE THREADNEEDLE ISA RANGE Authority & Transfer Form 2013/2014 threadneedle.com Individual Savings Account (ISA) Transfer Authority 2013/2014 Please complete the authority below to transfer your ISA to

More information

Small Self Administered Scheme. Transfer-in-drawdown benefit form

Small Self Administered Scheme. Transfer-in-drawdown benefit form Small Self Administered Scheme Transfer-in-drawdown benefit form Important notes Transferring your benefits and/or converting any funds from capped drawdown into flexi-access drawdown is an important decision.

More information

UNEMPLOYMENT COVER CLAIM FORM

UNEMPLOYMENT COVER CLAIM FORM PruCustomer Line: 1800-333 0 333 UNEMPLOYMENT COVER CLAIM FORM This form must be completed by the Life Assured who is at least 18 years old or the policyowner if the Life Assured is below 18 years old

More information

Help to Buy Wales. Property Information Form. Cymorth i. Buy -Wales

Help to Buy Wales. Property Information Form.  Cymorth i. Buy -Wales Cymorth i Brynu - Cymru Help to Buy -Wales Cefnogir gan Lywodraeth Cymru Supported by Welsh Government Help to Buy Wales Property Information Form www.helptobuywales.co.uk Property Information Form Confidential

More information

Application Form Company

Application Form Company Application Form Company 1. About the Company All sections MUST be completed Company s name: Registered address: Company s registered number: Nature of business: Date of incorporation: Trading address

More information

Buy to Let Application form

Buy to Let Application form Buy to Let Application form 1. Credit Intermediary (broker) Company: Contact Name: Email: 2. Loan Net Amount: Gross Amount (including fees): Term: Purpose: 3. Applicant 1 Title: First Names: Surname: Maiden

More information

The Charity Bank ISA - Third Edition

The Charity Bank ISA - Third Edition The Charity Bank ISA - Third Edition Personal account application Please complete in block capitals and return this form to: Charity Bank, Fosse House, 182 High Street, Tonbridge, Kent TN9 1BE FOR OFFICE

More information

Online ISA Power of Attorney Application Form

Online ISA Power of Attorney Application Form Online ISA Power of Attorney Application Form Please complete all missing information using BLACK INK and BLOCK CAPITALS Please read these notes before you fill in this form The account will be operated

More information

CLAIM FORM. British Airways Benefit Fund (BABF) Sickness Benefit Plus. Postcode

CLAIM FORM. British Airways Benefit Fund (BABF) Sickness Benefit Plus. Postcode CLAIM FORM British Airways Benefit Fund (BABF) Sickness Benefit Plus IMPORTANT NOTES: Please read carefully Please answer all questions fully in block capitals and tick all relevant boxes. To confirm that

More information

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form LISA Tax year 2018/19 For Bank use only CIN HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial

More information

Additional applicant form

Additional applicant form Buy-to-let mortgages - n-portfolio Additional applicant form This application form should only be used to add a further applicant to an existing application originally submitted online. Please confirm

More information

Decision in Principle Form Residential Second Charge Loans

Decision in Principle Form Residential Second Charge Loans Decision in Principle Form Residential Second Charge Loans FAO: Second Charge Underwriting Team - Precise Mortgages Decision in Principle for: Name Please confirm below the type of product(s) required.

More information

The Charity Bank ISA - Third Edition

The Charity Bank ISA - Third Edition The Charity Bank ISA - Third Edition Personal account application Please complete in block capitals and return this form to: Charity Bank, Fosse House, 182 High Street, Tonbridge, Kent TN9 1BE FOR OFFICE

More information

Residential Mortgage Application Form - First Charge

Residential Mortgage Application Form - First Charge Residential Mortgage Application Form - First Charge Please check that the information stated is correct. Make sure you read and complete ALL sections before signing and dating the declaration. 1. Credit

More information

ISA Transfer Application Form Cash ISA

ISA Transfer Application Form Cash ISA Structured Products ISA Transfer Application Form Cash ISA If you are reinvesting proceeds from a maturing Plan please use our Direct and ISA Application Form. This Application Form is for Deposit Plans.

More information

Modern Merchant Banking

Modern Merchant Banking Modern Merchant Banking Sapphire SIPP fixed term deposit account Application form and guidance notes Applying for the Sapphire SIPP fixed term deposit Please retain pages 1 and 2 for your information.

More information

Cofunds Pension Account Drawdown Transfer Application form

Cofunds Pension Account Drawdown Transfer Application form Cofunds Pension Account Drawdown Transfer Application form This form is to be used for Self-directed clients only, on Explicit Pricing. SELF-DIRECTED Explicit Pricing This form should only be completed,

More information

Business Application (including Trusts & Pensions)

Business Application (including Trusts & Pensions) Business Application (including Trusts & Pensions) Please complete all sections in full Section A Your organisation s details Organisation name: Section B Your nominated bank account (for transferring

More information

HSBC Help to Buy: ISA Application, Transfers In and Reactivation Form

HSBC Help to Buy: ISA Application, Transfers In and Reactivation Form HSBC Help to Buy: ISA Tax year 2017/18 For Bank use only CIN HSBC Help to Buy: ISA Application, Transfers In and Reactivation Form This form must be accompanied by a copy of the HSBC Help to Buy: ISA Terms

More information

Application Form: Product Switch

Application Form: Product Switch Application Form: Product Switch This section to be completed by the Introducer First name Surname Company name Address Network/Club if applicable Packager if applicable Postcode Panel number (if known)

More information

The FundsNetwork Pension

The FundsNetwork Pension The FundsNetwork Pension Application to transfer into immediate flexi-access drawdown Please complete the form in BLOCK CAPITALS using black ink. What is this form for? You should use this form to apply

More information

Please indicate below which situation applies to you. Tick one box only. Receiving a pension chargeable to tax

Please indicate below which situation applies to you. Tick one box only. Receiving a pension chargeable to tax Curtis Banks Ltd, 3 Temple Quay Bristol, BS1 6DZ T 0117 910 7910 F 0117 929 2514 Contribution Form curtisbanks.co.uk This form should be used for contributions to the schemes with Crescent Trustees including:

More information

Direct and ISA Application Form

Direct and ISA Application Form Structured Products Direct and ISA Application Form This Application Form is for Deposit Plans. This form can also be used when reinvesting proceeds from a maturing Investec Plan. Applications must be

More information

Cofunds Pension Account Application form

Cofunds Pension Account Application form Cofunds Pension Account Application form SELF-DIRECTED This form is to be used for Self-directed clients only. Please use this form if you want to set up a new Cofunds Pension Account by making a single

More information

SAVER PLUS ACCOUNT APPLICATION FORM

SAVER PLUS ACCOUNT APPLICATION FORM 1 Account Opening Details Note: Please make cheques payable to the applicant(s) name I/we apply to open a SAVER PLUS ACCOUNT and enclose being the initial deposit and agree to deposit a minimum of 0 monthly

More information

BP Individual Savings Account Transfer Application Form

BP Individual Savings Account Transfer Application Form HNTRFP BP Individual Savings Account Transfer Application Form Notes on completing this form Please read the BP Corporate ISA Brochure, Costs and Charges Disclosure Document and Corporate ISA Terms and

More information

Aegon ISA transfer application form

Aegon ISA transfer application form For customers Aegon Platform Aegon ISA transfer application form In this form, Aegon means Cofunds Limited. Use this form to transfer investments from an ISA held with another ISA manager to an Aegon ISA.

More information

CANCELLATION CLAIM FORM

CANCELLATION CLAIM FORM Avanti Claims 308-314 London Road, Hadleigh, Benfleet, Essex SS7 2DD Tel: 01403 288122 Fax: 01702 427173 email: info@csal.co.uk www.csal.co.uk Please use the address to the left for ALL correspondence

More information

CLAIM FORM FOR MEDICAL EXPENSES AND OTHER EXPENSES

CLAIM FORM FOR MEDICAL EXPENSES AND OTHER EXPENSES CLAIM FORM FOR MEDICAL EXPENSES AND OTHER EXPENSES Please note that we have to ensure that our claim form covers all types of claim. If you do not consider a question to be relevant to your circumstances

More information

YOUNG SAVERS ACCOUNT APPLICATION FORM

YOUNG SAVERS ACCOUNT APPLICATION FORM YOUNG SAVERS ACCOUNT APPLICATION FORM Account Opening Details Note: Please make cheques payable to the applicant(s) name I/we apply to open a YOUNG SAVERS ACCOUNT on behalf of myself/the following young

More information

CLAIM FORM FOR LOSS OF PERSONAL EFFECTS, MONEY AND DOCUMENTS

CLAIM FORM FOR LOSS OF PERSONAL EFFECTS, MONEY AND DOCUMENTS CLAIM FORM FOR LOSS OF PERSONAL EFFECTS, MONEY AND DOCUMENTS Please note that we have to ensure that our claim form covers all types of claim. If you do not consider a question to be relevant to your circumstances

More information

WAY Portfolio Funds: WAY Fund Managers Limited. ISA Transfer Application Form. WAY MA Cautious Portfolio Fund and WAY MA Growth Portfolio

WAY Portfolio Funds: WAY Fund Managers Limited. ISA Transfer Application Form. WAY MA Cautious Portfolio Fund and WAY MA Growth Portfolio WAY Portfolio Funds: WAY MA Cautious Portfolio Fund and WAY MA Growth Portfolio ISA Transfer Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised

More information

. If you do not have a national insurance number please tick this box** n Postcode

. If you do not have a national insurance number please tick this box** n Postcode Janus Henderson Investors ISA TRANSFER FORM Valid from 25 May 2018 You should use this form if you wish to invest in the Henderson Investment Funds Limited s range within an Individual Savings Account

More information

7. If you open an Account in joint names, instructions to change nominated bank account details must be authorised by both Account holders.

7. If you open an Account in joint names, instructions to change nominated bank account details must be authorised by both Account holders. Fixed Term Deposits Application form and guidance notes Applying for your Fixed Term Deposit Please carefully read the information on pages 1 and 2, and then complete the details requested on the application

More information

WAY Absolute Return Portfolio Fund

WAY Absolute Return Portfolio Fund WAY Absolute Return Portfolio Fund Stocks and Shares ISA Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate

More information

ADAPT AIM ISA PORTFOLIOS APPLICATION FORM FOR ADVISED SUBSCRIPTIONS

ADAPT AIM ISA PORTFOLIOS APPLICATION FORM FOR ADVISED SUBSCRIPTIONS ADAPT AIM ISA PORTFOLIOS APPLICATION FORM FOR ADVISED SUBSCRIPTIONS BLACKFINCH INVESTMENTS LIMITED 1350-1360 MONTPELLIER COURT, GLOUCESTER BUSINESS COURT, GLOUCESTER, GL3 4AH 01684 571 255 ENQUIRIES@BLACKFINCH.COM

More information

EF New Horizon Fund. WAY Fund Managers Limited. ISA Transfer Application Form Class B Shares

EF New Horizon Fund. WAY Fund Managers Limited. ISA Transfer Application Form Class B Shares EF New Horizon Fund ISA Transfer Application Form Class B Shares For completion by the introducing intermediary (if applicable) Please tick the following boxes as appropriate Non-advised Investment The

More information

Aegon General Investment Account re-registration application form

Aegon General Investment Account re-registration application form For customers Aegon Platform Aegon General Investment Account re-registration application form In this form, Aegon means Cofunds Limited. Use this form to transfer funds into an Aegon General Investment

More information

FTSE Monthly Income Builder Plan September 2016 Account Application (Direct/ISA/ISA Transfer)

FTSE Monthly Income Builder Plan September 2016 Account Application (Direct/ISA/ISA Transfer) Account Application (Direct/ISA/ISA Transfer) Please complete this form using BLOCK CAPITALS in blue or black ink. For extra applications, visit our website at www.meteoram.com. 1. Your details Applicant

More information

If you want to transfer existing Cash ISAs to a first direct Cash ISA please complete sections 1 and 2.

If you want to transfer existing Cash ISAs to a first direct Cash ISA please complete sections 1 and 2. Cash ISA transfer Useful guidance If you want to transfer existing Cash ISAs to a first direct Cash ISA please complete sections 1 and 2. If you want to transfer existing Stocks and Shares ISAs to a first

More information

payment protection insurance: consumer questionnaire

payment protection insurance: consumer questionnaire our ref: By completing the PPI Questionnaire we will have all the information we need to assess your complaint. Don t worry if you can t remember all of the information, or you do not have any paperwork,

More information

first direct Cash ISA

first direct Cash ISA first direct Cash ISA Useful guidance If you are wanting to transfer existing cash ISAs to a first direct Cash ISA please complete sections 1 and 2. If you are wanting to transfer existing stocks and shares

More information

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any alterations, as the use of correction fluid could invalidate

More information

LOAN TO INDIVIDUAL - APPLICATION FORM

LOAN TO INDIVIDUAL - APPLICATION FORM (this page also serves as the Enquiry Form) INTRODUCER DETAILS Name: Firm & FCA No: Date: Network / Mortgage Club: Tel / Mobile: Email: Product Required: PROPERTY DETAILS Full Address Of The Security Property

More information

Buy to Let Mortgage Application Form - First Charge

Buy to Let Mortgage Application Form - First Charge Buy to Let Mortgage Application Form - First Charge Please check that the information stated is correct. Make sure you read and complete ALL sections before signing and dating the declaration. 1. Credit

More information

LOAN TO INDIVIDUAL - APPLICATION FORM

LOAN TO INDIVIDUAL - APPLICATION FORM (this page also serves as the Enquiry Form) INTRODUCER DETAILS Name: Firm & FCA No: Date: Network / Mortgage Club: Tel / Mobile: Email: Product Required: PROPERTY DETAILS Of The Security Property (including

More information

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form CIN Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any alterations, as the use of correction fluid could invalidate

More information

FP WHEB Asset Management Funds ISA Transfer Application Form Class A Shares

FP WHEB Asset Management Funds ISA Transfer Application Form Class A Shares FP WHEB Asset Management Funds ISA Transfer Application Form Class A Shares For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate

More information

The Sanlam Portal ISA Application Form

The Sanlam Portal ISA Application Form Application under The Sanlam Portal Please note in this Application, we, us means Sanlam Financial Services UK Limited (SFS). In certain instances we use Sanlam Investments and Pensions which is a trading

More information

MORTGAGE ENQUIRY AND AGREEMENT IN PRINCIPLE Please complete all sections in BLOCK CAPITALS Newbury Building Society

MORTGAGE ENQUIRY AND AGREEMENT IN PRINCIPLE Please complete all sections in BLOCK CAPITALS Newbury Building Society MORTGAGE ENQUIRY AND AGREEMENT IN PRINCIPLE Please complete all sections in BLOCK CAPITALS Newbury Building Society 6993 Intermediary details Adviser name Company FCA number Phone Address Fax Postcode

More information

Help to Buy: ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS

Help to Buy: ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS Page 1 of 4 Help to Buy: ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS For use by private individuals who are UK residents only. PLEASE ENSURE ALL SECTIONS ARE COMPLETED. If you

More information

Online ISA Power of Attorney Application Form

Online ISA Power of Attorney Application Form Online ISA Power of Attorney Application Form Please complete all missing information using BLACK INK and BLOCK CAPITALS Please read these notes before you fill in this form The account will be operated

More information

Cash ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS

Cash ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS Page 1 of 3 Cash ISA Application Form PLEASE COMPLETE IN BLACK INK AND BLOCK CAPITALS For use by private individuals who are UK residents only. PLEASE ENSURE ALL SECTIONS ARE COMPLETED. If you do not understand

More information

Modern Merchant Banking

Modern Merchant Banking Modern Merchant Banking Sapphire SIPP fixed term deposit account Application form and guidance notes Applying for the Sapphire SIPP fixed term deposit Please retain pages 1 and 2 for your information.

More information

Application Form for the Curtis Banks SIPP

Application Form for the Curtis Banks SIPP Application Form for the Curtis Banks SIPP This application form is a legally binding document between you (the applicant), Curtis Banks Limited and Colston Trustees Limited. Please complete all relevant

More information

TRANSFER IN APPLICATION

TRANSFER IN APPLICATION TRANSFER IN APPLICATION Please complete this form if you wish to transfer an existing plan to @sipp. If you are transferring more than one plan please use a separate Transfer In form for each transfer.

More information

first direct Cash ISA application for the tax year 2017/2018 Please ensure you return pages 1, 2 and 3 of this application form

first direct Cash ISA application for the tax year 2017/2018 Please ensure you return pages 1, 2 and 3 of this application form first direct Cash ISA application for the tax year 2017/2018 Please ensure you return pages 1, 2 and 3 of this application form Personal details It is important that you complete this form to enable us

More information

16-19 BURSARY FUND APPLICATION FORM Level Three Bursary (up to 750)

16-19 BURSARY FUND APPLICATION FORM Level Three Bursary (up to 750) 16-19 BURSARY FUND APPLICATION FORM 2018-19 Level Three Bursary (up to 750) Personal Details (Student) Your name Date of birth Your age Your address Tel no. Email address Must be provided as used for correspondence

More information

If you do not have a National Insurance number, please tick here

If you do not have a National Insurance number, please tick here ISA application form The BMO ISA is provided by BMO Fund Management Limited. This form is an offer to enter into an agreement that covers your transactions with BMO Fund Management Limited (trading as

More information

FP Foresight OEIC ISA Transfer Application Form

FP Foresight OEIC ISA Transfer Application Form FP Foresight OEIC ISA Transfer Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate 1. Personal Details

More information

Claim Form Personal Accident / Sickness

Claim Form Personal Accident / Sickness ACE European Group Limited, A Chubb Company Claims Department PO Box 682 Winchester SO23 5AG T: 0345 841 0059 F: 0141 285 2901 claims@chubb.com Claim Form Personal Accident / Sickness Please write in black

More information

ISA transfer application form

ISA transfer application form ISA transfer application form The BMO ISA is provided by BMO Fund Management Limited. This application will transfer your existing ISA(s) into the BMO ISA Transfer Account. You should complete a separate

More information

Account Opening Application Form Personal Accounts

Account Opening Application Form Personal Accounts Account Opening Application Form Personal Accounts Currency: Sterling US Dollar Other Ace Current Account 90 Day Notice Online Easy Access Account Fixed Term Deposit Account Interest Payment Frequency

More information

About your application

About your application Savings Personal savings About your application About your application Account name What is the interest rate? You can find the rate in our cash illustration, below. Interest is accrued daily and is payable

More information

CLIENT INFORMATION FORM

CLIENT INFORMATION FORM Ref: SAMPLE REF NUMBER CLIENT INFORMATION FORM of the property 3 SAMPLE ADDRESS, SAMPLE ROAD, POST CODE IMPORTANT NOTE Although you may have already provided some of the information requested in this form,

More information

Sex M/F Forename(s) Full permanent residential address Postcode CIN Number Date of birth. Surname

Sex M/F Forename(s) Full permanent residential address Postcode CIN Number Date of birth. Surname first direct Cash ISA application for the tax year 2018/2019 REACTIVATE For more details on how we use your information please see our Privacy Notice Overview section within this form. Personal details

More information

16 to 19 Bursary Fund

16 to 19 Bursary Fund Ash Lea School, Owthorpe Road, Cotgrave, Nottingham NG12 3PA Tel: 0115 989 2744 e-mail: reception@ashlea.notts.sch.uk 16 to 19 Bursary Fund Guidance Notes Ash Lea School 16-19 Bursary Fund is designed

More information

CANCELLATION CLAIM FORM

CANCELLATION CLAIM FORM Avanti Claims 308-314 London Road, Hadleigh, Benfleet, Essex SS7 2DD Tel: 01403 288122 Fax: 01702 427173 email: info@csal.co.uk www.csal.co.uk Please use the address to the left for ALL correspondence

More information

ISA TRANSFER APPLICATION FORM.

ISA TRANSFER APPLICATION FORM. INVESTOR PORTFOLIO SERVICE SELF DIRECTED NBS ONLINE INVESTMENTS TAX YEAR 2017/2018 ISA TRANSFER APPLICATION FORM. Complete and return this form to transfer an existing stocks and shares or cash ISA from

More information

SIPP Contribution Application Form

SIPP Contribution Application Form SIPP Contribution Application Form Please use this form if you, your employer or a third party intends to make single or regular contributions to your SIPP. Where contributions are paid by an employee

More information

Curtis Banks Contribution Form

Curtis Banks Contribution Form This form should be used for contributions to the following schemes: The Pointon York Individual and Single Investment Pension Plan Curtis Banks Contribution Form The Pointon York esipp This form should

More information

*PPPPEN01* Amending your Personal Pension/ Personal Retirement. change of status and reinstatement. A Member s personal details and eligibility

*PPPPEN01* Amending your Personal Pension/ Personal Retirement. change of status and reinstatement. A Member s personal details and eligibility Financial adviser stamp Amending your Personal Pension/ Personal Retirement Account change of status and reinstatement Please enter your business postcode Agency reference number *PPPPEN01* Please use

More information

Uncrystallised Funds Pension Lump Sum Application form

Uncrystallised Funds Pension Lump Sum Application form Uncrystallised Funds Pension Lump Sum Application form ADVISED This form must be completed when requesting an Uncrystallised Funds Pension Lump Sum (UFPLS). It is not intended for drawdown. Please complete

More information

Cash ISA Application Form

Cash ISA Application Form Cash ISA Application Form Please complete all missing information using black ink and block capitals I wish to open a Cash ISA for the tax year 6 April 2018 to 5 April 2019 and to contribute to it for

More information

ISAs, UNIT TRUSTS, OEICs ISA TRANSFERS APPLICATION FORM. 2018/2019

ISAs, UNIT TRUSTS, OEICs ISA TRANSFERS APPLICATION FORM. 2018/2019 LEGAL & GENERAL (UNIT TRUST MANAGERS) LIMITED ISAs, UNIT TRUSTS, OEICs ISA TRANSFERS APPLICATION FORM. 2018/2019 Please ensure you ve read the current version of the following documents before you make

More information