Protection forms

Personal Menu plan application form

This form can either be used as a paper application form, or to capture your customer's information to apply for a Personal Menu Plan using our online quote and apply system.

Data capture form for telephone application

Use this form to capture the information required by our telephone application system for the Personal Menu Plan. This form can't be used as a replacement for a paper application form.

Personal Menu Plan data capture form

Use this form to capture the information required by our online quote and apply system for the Personal Menu Plan. This form can't be used as a replacement for a paper application form.

Personal Protection Menu financial questionnaire

This questionnaire forms part of our additional underwriting, and can help us to assess the financial circumstances of the person or people applying for cover.

Business Menu Plan application form

This form can either be used as a paper application form, or to capture your customer's information to apply for a Business Menu Plan using our online quote and apply system.

Business Menu Plan form for multiple applications

This form helps us to process multiple protection applications for people in the same organisation. Once completed, it should be attached to the other application forms.

Business Menu Plan data capture form

Use this form to capture the information required by our online quote and apply system for the Business Menu Plan. This form can't be used as a replacement for a paper application form.

Business Menu Plan financial questionnaire

Complete this questionnaire for Business Menu Plan applications where financial underwriting limits need more information about the company's finances.

Business Protection Fact find template

Use this template to guide conversations about your client's business.  It's not designed to be a full business fact find but could help you establish the current protection needs of the business and highlight any gaps in their current business protection. 

Pegasus Whole of Life Plan application form

This form can be used either as a paper application form, or to capture your customer's information to apply for a Pegasus Whole of Life Plan using using our online quote and apply system.

Pegasus Whole of Life Data Capture Form

This form can't be used as a replacement for a paper application form. Use this form to capture the information required by our online quote and apply system for the Pegasus Whole of Life Plan.

Relevant Life Plan application form

This form can either be used as a paper application form, or to capture your customer's information to apply for a relevant life plan using our online quote and apply system.

Relevant Life Plan data capture form

Use this form to capture the information required by our online quote and apply system for the Relevant Life Plan. This form can't be used as a replacement for a paper application form.

Diabetes Life Cover data capture form

Use this form to capture the information required by our online quote and apply system for Diabetes Life Cover. This form can't be used as a replacement for a paper application form.

Access to Medical Reports Act information and declaration

This consent form gives your client information about the Access to Medical Reports Act (AMRA), and a declaration giving Royal London permission to access medical history.

Additional health questions

Use this supplementary form if your client answered 'yes' to any health-related questions in sections 6 to 9 of their protection policy application form.

Declaration of health

Fill in this form if your client wants to make changes to an existing plan, reinstate a lapsed plan, or if there's been a delay between application and a new plan starting.

Underwrite Later guide and declaration form

Information about our Underwrite Later cover, including terms and conditions and an application form. It can be used by clients who are applying for a protection plan by post, or who have already applied for Protection online without selecting the Underwrite Later option.

Aviation questionnaire

This form can be used to submit additional information about your client's aviation activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Caving and potholing questionnaire

This form can be used to submit additional information about your client's caving and potholing activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Drug use questionnaire

This form can be used to submit additional information about your client's drug use to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Hang-gliding questionnaire

This form can be used to submit additional information about your client's hang-gliding activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Mining and tunnelling questionnaire

This form can be used to submit additional information about your client's mining and tunnelling activities  to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Motorsports questionnaire

This form can be used to submit additional information about your client's motorsports activities  to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Mountaineering and rock climbing questionnaire

This form can be used to submit additional information about your client's mountaineering and rock climbing activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Parachuting questionnaire

This form can be used to submit additional information about your client's parachuting activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Service aviation questionnaire

This form can be used to submit additional information about your client's service aviation activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Sports diving questionnaire

This form can be used to submit additional information about your client's sports diving activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Working offshore questionnaire

This form can be used to submit additional information about your clients who work offshore to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Yachting questionnaire

This form can be used to submit additional information about your client's yachting activities to our underwriters. Once completed and signed by your client, please return to our underwriting team.

Direct debit form

Complete this direct debit form if the person paying for the plan isn't the applicant, or if more than one signature is required to authorise payments.

Business Trust form

Use our Business Trust form where the plan owner is a partner or shareholder in a business and wants their plan to benefit their co-owners.

Deed of appointment and assignment - Business Trust

Use this deed to remove the business protection plan from the business trust where the plan owner is still active in the business.

Deed to remove settlor as a discretionary beneficiary - business trust

This deed can be used to remove the settlor as a beneficiary of a business trust. This can help to avoid tax issues if there has already been a payout.

Draft Relevant Life Plan Trust Request and Nomination Form

This form is to show the terms of the trust that will be created if your client decides to instruct you, as their Adviser, to complete the trust for their plan online on their behalf.

Relevant life policy nomination form

Use this form when an employer takes out a Relevant Life Plan, and the employee wants to tell the trustees who should receive their benefits on death. 

Relevant Life policy trust - deed of appointment and assignment

Use this deed to remove the Relevant Life Plan from the trust where the person covered is no longer an employee of the business.

Relevant Life policy trust and nomination form

This trust from must be created as part of the Relevant Life Plan application process.

Discretionary Trust

This Discretionary Trust is designed to allow payment of plan proceeds to the trustees without the need to obtain grant of probate, grant of confirmation or letters of administration. 

Draft Request Form For The Discretionary Trust

This draft request form will show your client the terms of the Discretionary Trust that will be created if they instruct you to complete the trust for their plan online. It can also be used as a data capture form.

Letter of Wishes form

Clients can use this form to let trustees of their discretionary trust know who they would like to receive the benefits from their plan.

Deed of appointment (Absolute)

This deed can be used for discretionary trusts where the trustees want to ensure benefits go to specific beneficiaries. From this point on, the benefits will be held for them absolutely and cannot be paid to anyone else. 

Deed of appointment - absolute split trust

This deed can be used for split trusts where the trustees want to ensure benefits go to specific beneficiaries. From this point on, the benefits will be held for them absolutely and cannot be paid to anyone else.

Deed of Appointment of a Beneficiary

Use this deed with Royal London trust forms to change the shares of a named beneficiary, or to give a share to a discretionary beneficiary.

Deed of appointment of new trustee/ removal or resignation of trustee

Use this form where your clients want to change trustees.

Specimen Cross Option Agreement - Company Share Purchase

This draft agreement helps to arrange the purchase by the company of shares from deceased or critically ill shareholders.

Specimen Cross Option Agreement - Individual purchase

This specimen agreement helps to arrange the purchase of company shares from deceased or critically ill shareholders, by other shareholders or partners.

Split Trust (Jointly owned plans - survivor to benefit) - Bare

Use this trust for jointly owned plans where the surviving plan owner wants to receive the benefits. The trust allows a plan owner to benefit if they survive the first to die by 30 days.

Split Trust - Bare

Use this trust where the plan owners want to retain some benefits and gift others.

Change of plan number form

If your client's protection plan number has changed, they can use this form to update their existing Royal London trust with the new plan number.

Deed of Assignment

Use this deed to transfer the ownership of a policy to someone else. This can be another person or the trustees of a trust. 

Pension term assurance – member’s nomination form

Your client can use this form to nominate someone to receive a lump sum payment benefit on their death, under a Pension Term Assurance (PTA) plan.