This site is for financial adviser use only.
Documents and forms
Enduring Rollover Request Form - Login to the Adviser Portal to complete your client's rollover request.
OneCare Super Rollover Authority - Login to the Adviser Portal to complete your client's rollover request.
- Add Child Cover Application Form
- Application Form (alteration, increase, continuation option and transfer only)
- Application to Cancel and Replace
- Application to Reinstate OneCare and World of Protection Policies
- Application to Reinstate Super Policies
- Future Insurability Increase application form
- Increases/Alterations Application Form (World of Protection/legacy)
- Increasing Benefit Application Form
- OneCare Family Cover Pause Application Form
Financial
- Financial Questionnaire
- Profit and loss addback
- Supplementary personal statement - Bankruptcy questionnaire
- Supplementary personal statement - Business expenses questionnaire
- Supplementary personal statement - Farmer's Questionaire
- Supplementary personal statement - Mining/oil and gas questionnaire
- Supplementary personal statement - Newly self-employed
- Supplementary personal statement - Non permanent residency
- Supplementary personal statement - Occupational questionnaire
- Supplementary personal statement - TPD Business form
Medical
- Additional medical tests request form
- Declaration of Continued Good Health & Circumstances
- Medical Authorisation
- MediQuick form
- Non-smoker declaration form
- Standard Medical Form
- Supplementary personal statement - Arthritis/joint questionnaire
- Supplementary personal statement - Asthma questionnaire
- Supplementary personal statement - Back/neck questionnaire
- Supplementary personal statement - Blood pressure questionnaire
- Supplementary personal statement - Chest pain questionnaire
- Supplementary personal statement - Cholesterol questionnaire
- Supplementary personal statement - Cyst/mole/skin lesion questionnaire
- Supplementary personal statement - Diabetes questionnaire
- Supplementary personal statement - Drug questionnaire
- Supplementary personal statement - Epilepsy questionnaire
- Supplementary personal statement - Mental health questionnaire
- Supplementary personal statement - Seniors Assessment
- Supplementary personal statement - Ulcer/indigestion/oesophagitis reflux questionnaire
Pastimes
- Supplementary personal statement - Abseiling/rockclimbing/mountaineering questionnaire
- Supplementary Personal Statement - Aviation questionnaire
- Supplementary personal statement - Boat/sailing/yacht racing questionnaire
- Supplementary personal statement - Diving questionnaire
- Supplementary personal statement - Hang gliding questionnaire
- Supplementary personal statement - Motor sports questionnaire
- Supplementary personal statement - Parachuting questionnaire