Unit-Linked Forms

Unit-Linked Forms
Name Description Client Type Type/Size
Alteration of Funds Form Alteration of Funds Form All PDF (97 KB)
Vision Application Form Vision Application Form All PDF (407 KB)
Nomination / Change of Beneficiary Form To nominate or change the name of a beneficiary of your policy All PDF (22 KB)
Discretionary Switch Authority The authorisation of a third party to make fund switches on the policyholders behalf All PDF (68 KB)
Premium increase and top-up form To increase your premium or make a top-up payment into your policy All PDF (130 KB)
Source of funds questionnaire For Financial Adviser use only All PDF (122 KB)
Lost policy declaration This form must be completed if the policy documents are lost in transit or have never been received by the client. New policy documents will then be re-issued by Generali International. All PDF (117 KB)