APPLICATION FORM FOR PERSONAL INSURANCE

Similar documents
Fax No. . Nature of Business or Industry

ADVANCED INSURANCE SOLUTIONS

PROPOSAL FORM - DOMESTIC INSURANCE

I hereby authorise Echelon Private Client Solutions (Pty) Ltd, on behalf of Santam Ltd, to debit my bank account noted above

PROPOSAL FORM IMPORTANT NOTES:

Fundamental Investments (Pty) Ltd

Cape Town Office : Tel +27(0) / Fax +27(0) Gauteng Office : Tel +27(0) / Fax 27(0)

Cape Town Office : Tel +27(0) / Fax +27(0) Gauteng Office : Tel +27(0) / Fax 27(0)

COMMERCIAL PROPOSAL FORM

YOUR ALL-IN-ONE INSURANCE SOLUTION

Personal Package Insurance Proposal Form

Personal Portfolio Proposal Form

1. Personal Information

Artinsure Underwriting Managers PTY Limited. Insurance for the Professional Photographer. Proposal Form

Motor Vehicle Insurance Proposal

SHORT TERM INSURANCE APPLICATION FORM

HomeCover Application

Business Package Proposal Form INSURANCE

GUESTHOUSE INSURANCE FOR GUESTHOUSES INSURANCE GOOD AND PROPER. SANT Guesthouse Commercial Brochure_210x210.indd 1

CAR INSURANCE. Product Disclosure Statement (PDS)

APPLICATION REQUIREMENTS (Please note: Only fully completed applications will be considered.)

SIGNIFICANT FEATURES AND BENEFITS: Your policy includes the following features, which are explained in detail in your Policy Booklet:

PERSONAL 1. Domestic Buildings

Farm Protection Insurance

Private motor proposal form Please complete all questions on this form and tick the relevant boxes.

INSURANCE FOR THE TOURISM INDUSTRY INSURANCE GOOD AND PROPER

MOTOR ACCIDENT & THEFT CLAIM FORM

Key Home Cover Product Features, Benefits, Limits and Exclusions

COMMERCIAL 1. General. Fire and Allied Perils (buildings, contents, machinery and stock-in-trade)

for when your excuses run out

Insurance. UK and European breakdown cover

Office Package Insurance Application

Office Package Insurance Application

claim form home insurance Section 1 Details of policyholder Prior to submitting a claim

St.George Motor Insurance. Product Disclosure Statement and Policy Document.

PPS PERSONAL PENSION APPLICATION FORM

Welcome to Admiral s Goods and Tools Cover. Important Phone Numbers

Car Insurance Product Disclosure Statement (PDS) and Financial Services Guide (FSG) Issued by:

Welcome to Gladiator s Goods and Tools Cover

cib PERSONAL Tel No: E Riley Road, Riley Road Office Park, Bedfordview, Gauteng, 2008

Property Owners Submission Form

CORPORATE PERSONAL PENSION EMPLOYEE APPLICATION FORM

PROPOSAL FORM BURGLARY INSURANCE

APPOINTMENT AS TAX CONSULTANTS TO:

maxima APPLICATION FORM

SGIC Motor Insurance Premium, Excess, Discounts & Helpline Benefits Guide SA

PPS LIVING ANNUITY APPLICATION FORM

Fringe Benefits Tax Information Gathering Questionnaire

SILVER STAR & GOLD STAR

Application Form Pure Drawdown Plan

Address. Number of Years Trading. Value Year of Make Claims Free Years. Make Model Registration Number / Serial Number

application form NURSERIES INSURANCE Version 4

HOME CONTENTS INSURANCE Designed Exclusively for Residents of:

QUS. Strata Select Insurance Application Form. 21 July 2011

/ / Gender Male Female

COMMERCIAL BUSINESS INSURANCE QUESTIONNAIRE

HOUSEOWNER/HOUSEHOLDER CONTRACT OF INSURANCE APPLICATION FORM

Farm Motor insurance. Policy summary

Motor Trade Road Risks Proposal Form

PROPOSAL FORM. RAINBOW HOME INSURANCE

OPN PRESERVATION FUNDS APPLICATION FORM

Lysaght Credit Union Ltd ABN AFSL No LOAN APPLICATION

Central West Credit Union Ltd ABN

Name Years in position Years experience Qualifications

OMNI TRANSPORTER ~ PROPOSAL FORM / QUOTATION REQUEST

Hospitality Insurance

The shop insurance that helps you run your shop with peace of mind

American Express Cardmember / Business Travel

INSURANCE FOR RECRUITMENT, EMPLOYMENT & STAFFING AGENCIES

MOTOR INSURANCE PREMIUM, EXCESS, DISCOUNTS & HELPLINE BENEFITS GUIDE

APPLICATION FOR A HOME LOAN FOR PRIVATE INDIVIDUALS

VESTED PPS PROFIT-SHARE ACCOUNT: VESTING FORM

PPS INVESTMENT ACCOUNT APPLICATION FORM

MOTOR TRADE CLAIM FORM

QBE Home Proposal - Home Basic and Home Plus

Membership Contract. Gym membership add on R 150. Fees are due by the 1st of each Month. One Calendar Month notice is required.

Property Damage Submission Form

I. TELL US ABOUT YOURSELF

Southern Cross Underwriters

PROPOSAL FOR HOUSE OWNERS INSURANCE

PROPOSAL FORM. Cleaning Industry Insurance - Property. Underwriting Agent. Lloyd s Broker

SAFEHOME OPTIONS PROPOSAL

2. Names, addresses and functions of Associated or Subsidiary Companies to be included:

Ansvar Personal Motor Insurance. Product Disclosure Statement and Policy Document

ISR & LIABILITY PROPOSAL

Car Insurance Scheme. Visit cornmarket.ie

Business Pack Insurance Proposal

MODULE 5 WATERCRAFT. Unit standards applicable

Home insurance application form

Proposal Form. Important Notices to the Applicant

TENANCY APPLICATION FORM

Livestock Claim Form.

Personal Cover Protect your lifestyle... ChauffeurPlan, for when your excuses run out

Endorsements Library

MINI FLEET KEY FACTS TAILORED COVER FOR MOTOR FLEETS

MODULE 5 WATERCRAFT. Yes. It is a boat. And this is insurance. Simple, understandable, no-mystery insurance.

Applications Form for Individuals

FORMATIVE ASSESSMENT. SMK123 Formative assessment5.indd 1. Unit Standard:

Bidvest Car Rental t/a Budget Car and Van Rental : Terms and Conditions

QBE Jewellers Block Proposal Form

Transcription:

Rest insured Rus verseker APPLICATION FORM FOR PERSONAL INSURANCE Please complete and sign the application, ticking all the applicable blocks. Make sure that all questions are answered completely. Cover in terms of the policy will only commence after the official approval of your application by Santam Limited. Please note that if any information contained in this form is untrue, misleading or incorrect, the assessment of the risk may be affected. Santam reserves the right to re-assess the risk at any time, whether before or after the issue of any policy if any of the information contained in this form is subsequently discovered to be untrue, misleading or incorrect. DETAILS OF POLICY HOLDER Surname: Initials: Title: Occupation: ID : Marital Status: Gender: Language of Vat Registered: English Afrikaans correspondence: Vat : CONTACT DETAILS OF POLICY HOLDER Telephone no: (w) (h) (cell) Postal Address: (fax) Email address: Code: To enable Santam to underwrite risk fairly and to combat insurance fraud, we need to have your consent to verify and share policy information with insurers and other institutions as well as to access credit information held by other institutions. Do you give Santam consent? INSURANCE / CLAIMS HISTORY OF POLICY HOLDER Has any insurer ever refused any proposal of yours, cancelled any policy (or section thereof), refused to renew any policy (or section thereof) or imposed any special conditions? (Tick even if only one part of the question applies): If, supply full details: Are you currently insured against the risks you are applying for now? If, supply name of insured: If you are not currently insured but were previously, please supply the following: Last date of insurance: Name of Insurer: Current NCB: House Contents Vehicles Motorcycle Caravan Have you suffered any losses or damage to property that you have not claimed for, or claims in the last 3 years, whether insured or not? If, supply full details (if more than 6 please complete details on a separate page): DATE: DESCRIPTION OF EVENT: AMOUNT: Page 1 of 9

DETAILS OF OTHER INSURED (any other person that has financial or legal interest in the property items noted on the following pages) Surname: Initials: Title: Occupation: ID : Marital Status: Gender: Language of correspondence: English Afrikaans PART 1 PROPERTY INSURANCE HOUSE CONTENTS Type of Residence: Street Address: House Contents 1 Main Residence Holiday Home Other Code: R House Contents 2 Main Residence Holiday Home Other Code: R Wall Construction: Standard n-standard Standard n-standard Roof Construction: Type of Premises: Use of dwelling: Standard n-standard Thatch Thatch with thatchsayf Residential Smallholding Farm Other Residence Commune Hotel Guesthouse Boarding House Old age Home Standard n-standard Thatch Thatch with thatchsayf Residential Smallholding Farm Other Residence Commune Hotel Guesthouse Boarding House Old age Home Type of dwelling: Double storey townhouse Flat (groundfloor) Double storey dwelling Flat (above groundfloor) Parkhome Town house Storage facility Double storey townhouse Flat (groundfloor) Double storey dwelling Flat (above groundfloor) Parkhome Town house Storage facility Premises occupied during the day? Unoccupied for more than 60 days in a year? Activities in your area? Construction on your premises? Within 2km of Informal Settlement? Construction on your premises? Within 2km of Informal Settlement? Security: (Tick all that apply) Please provide full details if you do NOT fully comply with the security options above. Burglar bars (on all opening windows (including louvres) Security gates (on all external doors, including sliding doors) Alarm linked to 24hr control room Security area Burglar bars (on all opening windows (including louvres) Security gates (on all external doors, including sliding doors) Alarm linked to 24hr control room Security area Voluntary Excess: If : R If : R (Excess options: R250, R500, R1 000, R1 750, R2 500, R5 000, R7 500, R10 000, R15 000, R20 000, R25 000, R30 000) (Excess options: R250, R500, R1 000, R1 750, R2 500, R5 000, R7 500, R10 000, R15 000, R20 000, R25 000, R30 000) Page 2 of 9

Optional Cover: Accidental Damage Mechanical / electrical breakdown (Cover is only available if Accidental damage cover has been selected) R (Cover is only available if Accidental damage cover has been selected) R Subsidence / Landslip Home Industry: (5% of Contents SI, maximum R30000) Bed & Breakfast R Type of Home Industry: Type of Home Industry: R ALL RISKS (Item Sum Insured limited to 50% of Content Sum Insured) DESCRIPTION SUM INSURED Clothing and personal effects R Personal documents, coins and / or stamp collection Transport of groceries and household goods Keys, locks and remote control units R R R Other Items - Please include full description and Serial Numbers where applicable, especially i.r.o. electronic equipment/cellphones: (e.g. camera or jewellery of which the value exceeds R1 000 or 20% of Clothing and Personal effects Sum Insured, wheelchairs, firearms, bicycles, TV s, Computer Equipment must list all Software, Hardware, etc as separate items) 1. R 2. R 3. R 4. R 5. R 6. R 7. R 8. R 9. R 10. R BUILDINGS Type of Residence: Building 1 Main Residence Holiday Home Other Building 2 Main Residence Holiday Home Other Street Address: Code: R Code: R Wall Construction: Standard n-standard Standard n-standard Roof Construction: Standard n-standard Thatch Thatch with thatchsayf Standard n-standard Thatch Thatch with thatchsayf Page 3 of 9

Type of Premises: Is the residence occupied? Residential Smallholding Farm Other Residential Smallholding Farm Other Voluntary Excess: If : R If : R Optional Cover: Accidental Damage to Machinery: Subsidence / Landslip (Excess options: R500, R1 000, R2 000, R3 000, R4 000, R5 000, R7 500, R10 000, R15 000, R20 000, R25 000, R30 000) R (Excess options: R500, R1 000, R2 000, R3 000, R4 000, R5 000, R7 500, R10 000, R15 000, R20 000, R25 000, R30 000) R Year of manufacture: Make: Model: Registration : Vin : Engine : Class of Use: Type of Cover: Overnight Parking facilities: Security: Vehicle 1 VEHICLES Business Farming Comprehensive Third Party, Fire and Theft Third Party Only Theft Excluded R VSS Approved Vehicle 2 Business Farming Comprehensive Third Party, Fire and Theft Third Party Only Theft Excluded R VSS Approved: VESA approved Immobiliser: VESA approved Immobiliser: VESA approved gearlock: VESA approved gearlock: Registered Owner: Data Dot: Tracking device: Type of Tracking device: Data Dot: Tracking device: Type of Tracking device: Voluntary excess: (Cannot select both Voluntary and Excess Waiver) Vehicle Extra s (e.g. alloy wheels) If : (Excess options: R250, R500, R1 000, R2 000, R3 000, R4 000, R5 000, R6 000. R7 000, R8 000, R9 000, R10 000, R15 000, R20 000, R25 000, R30 000) R R If : (Excess options: R250, R500, R1 000, R2 000, R3 000, R4 000, R5 000, R6 000. R7 000, R8 000, R9 000, R10 000, R15 000, R20 000, R25 000, R30 000) R R Specified accessories (e.g. radio) R Make/Model: R Make/Model: Page 4 of 9

Tools, spare parts, travel accessories Excess Waiver: (Cannot select both Waiver and Voluntary Excess) Optional Cover: Difference in market value/ hire purchase (Top up Cover): Car Hire Comprehensive: Car Hire Limited: Difference in market value/ hire purchase (Top up Cover): Car Hire Comprehensive: Car Hire Limited: Car hire Group: B, E, F or G Car hire Group: B, E, F or G Vehicle Breakdown Service: Vehicle Breakdown Service: 4x4 Cover: 4x4 Cover: Luxury Cover: Luxury Cover: Is the Policy holder the Regular driver of this vehicle? If : Date of first issue of drivers licence: _ If : Date of first issue of drivers licence: _ Code: _ Code: _ Regular driver details: (if other than policyholder) Surname: Initials: Title: Surname: Initials: Title: Occupation: Occupation: ID : ID : Marital Status: Gender: Date of first issue of drivers licence: Marital Status: Gender: Date of first issue of drivers licence: _ Code: _ Code: _ NCB: NCB: Have you suffered any losses/damage to property that you have not claimed for, or claims in the last 3 years, whether Have you suffered any losses/damage to property that you have not claimed for, or claims in the last 3 years, whether insured or not? insured or not? If, supply full details (if more than 4 please complete details on a separate page): DATE: DESCRIPTION: AMOUNT: If, supply full details (if more than 4 please complete details on a separate page): DATE: DESCRIPTION: AMOUNT: MOTORCYCLE Registered owner: Motorcycle 1 Motorcycle 2 Class of Use Business Business Type of cover Comprehensive Third Party, Fire and Theft Comprehensive Third Party, Fire and Theft Page 5 of 9

Year of manufacture: Make: Model: Registration Number: R R Caravan / Trailer 1 CARAVAN / TRAILER Caravan / Trailer 2 Type: Caravan Trailer Registered owner: Use of caravan Year of manufacture: Make/Model: Registration. Kiosk Other R Kiosk Other R Contents of caravan R Craft 1 WATER CRAFT Craft 2 Registered owner: Year of manufacture: Type of craft (e.g. ski boat) Make/hull class (e.g. seafarer) Glitter Finish Length of hull Maximum Speed Name of Craft Outboard Motors m Km/h R Year: m Km/h R Year: Make: Make: Horse Power: K/w Horse Power: K/w Specified accessories Description: Description: Page 6 of 9

PART 2 LIABILITY AND LEGAL-AID INSURANCE Personal Legal liability (R5 000 000) Extended Personal Legal liability If, Select Sum Insured R10 000 000 R20 000 000 Legal Costs and Legal Expenses If, Select Sum Insured R30 000 R60 000 R100 000 PART 3 FAMILY PROTECTION INSURANCE Personal Accident (cover against death or disability due to an accident world wide) Initials & Surname Insured person 1 Insured person 2 Insured person 3 Relation to Policyholder Gender ID Number Marital Status Occupation Sum Insured (R1000 to R75000) Optional Cover: Temporary Total Disablement Death Benefit Plan (Underwritten by Sanlam Customised Insurance Limited, an authorised financial services provider) Family Cover If, Select sum insured R3 000 R5 000 R7 500 R10 000 Individual Cover If, Complete the Insured person s details: Initials & Surname Insured person 1 Insured person 2 Insured person 3 Relation to Policyholder Gender: ID Number: Marital Status: Occupation: 3000 5000 7500 10000 3000 5000 7500 10000 3000 5000 7500 10000 Page 7 of 9

Hospital Benefit Plan Family Cover If, Select daily benefit (R50 R400 in multiples of R50) Individual Cover If, Complete the Insured person s details. Initials & Surname Relation to Policyholder Gender Insured person 1 Insured person 2 Insured person 3 ID Number Marital Status Occupation Daily benefit (Max R400 in multiples of R50) Policy Details Policy Code Inception Date DD DD / MM MM / YY YY YY YY Choice of Payment Debit Order date Monthly Annual Sasria (riot Cover) On, or last working day before 29th 30th 31st 1st On, or first working day after 25th 26th 27th 28th Two working days after 15th Banking details Branch Code: Account : Bank: Account Holder: Type of Account: Cheque Transmission Savings Authorisation by Account Holder I, the undersigned hereby authorise Santam Limited (Santam) to deduct the amount of the premium from my account at the aforementioned institution in any way that Santam and the institution have agreed upon. Santam may pay any amount that is owed to me, into the bank account reflected above. All deductions from my account by Santam will be regarded as having been authorised by me. Santam nay not cede it s rights in respect of this authorisation to a third party without my written consent. Signature of Account Holder Date FOR USE BY BROKER/AGENT Agent Number Telephone Name of Agency Fax DECLARATION BY POLICYHOLDER / OTHER INSURED I, the undersigned do hereby declare and state as follows that: 1. The information contained in this application form is true and correct and that I understand that the information contained herein will be used for the assessment of my risk. 2. I acknowledge that the sharing and accessing of information (including credit information held by other institutions) for underwriting and claims purposes is in the public interest, as it will enable insurers to underwrite policies, assess and re-assess risks fairly and to reduce the incidence of fraudulent claims with a view to limiting premiums. Page 8 of 9

3. On my own behalf and on behalf of any person I represent herein, I hereby waive my right to privacy with regard to any underwriting and claims information in respect of any insurance policy or claim made or lodged by me, or on my behalf. 4. I consent to such information being stored on any shared database to which Santam or its agents, from time to time, subscribe and for such information to be processed and reprocessed as set out above. 5. I also consent to such information being disclosed to any insurer or its agent. 6. I further consent to any underwriting information and credit information held by other institutions being accessed and verified on databases. 7. I also consent to the underwriting, claims or credit information referred to above being retained on any shared database and shared with insurers and/or other institutions for underwriting purposes and/or to reduce the incidence of fraud, notwithstanding the cancellation of my policy by myself or by Santam. Signature of policyholder or person signing on behalf of the policyholder Date DECLARATION BY INTERMEDIARY IF THE FORM IS SIGNED ON BEHALF OF THE POLICYHOLDER I, the undersigned do hereby declare and state as follows that: 1. I am duly authorised by the policyholder to complete and sign this application form on his/her/its behalf. 2. I have explained the contents regarding sharing of policyholder information as contained under the heading Declaration by policyholder/other insured 3. I am authorised in writing by the policyholder to give the necessary consent as contemplated under the heading Declaration by policyholder/other insured on his/her/its behalf. 4. I am aware that Santam reserves the right to request proof of the written consent issued by the policyholder at any time. Signature of intermediary Date Santam is an authorised financial services provider (licence number 3416) Page 9 of 9