Trusts
In the Trusts navigation below you'll find details of our full range of trusts along with the forms to set them up. This section also includes a guide to help you complete our trust forms and a comprehensive range of deeds to help you administer the trust.
Scotland
England, Wales & Northern Ireland
Admin & deeds
Guides & info
Forms
In the section below you will find our forms. Just click on the form you would like to see and you will be taken to that section within the page.
Access to Medical Reports Act Declaration (AMRA)
Application form for Business Protection Menu
Application form for Personal Protection Menu
Business Protection - form for submitting multiple applications
Data capture form for interactive quote & apply
Data capture form for Telephone Application
Questionnaire - Caving & potholing
Questionnaire - Mining & tunnelling
Questionnaire - Mountaineering & rock climbing
Questionnaire - Offshore fishing
Questionnaire - Service aviation
Questionnaire - Working offshore
Relevant life policy trust form
Terms of business agreement form
Terms of business agreement booklet
Access to Medical Reports Act Declaration (AMRA)
We need your clients to complete this before we can request any medical information from their GP. This is also included on the application form.
Download 'Access to Medical Reports Act declaration' PDF
Size: A4 - 2 pages - 61kb
Online publication date: Jan 08
Application form for Business Protection Menu
You can use this form to apply for our Business Protection Menu plan.
Download 'application form for Business Protection Menu' PDF
Size: A4 - 32 pages - 257kb
Online publication date: Jun 09
Application form for Personal Protection Menu
You can use this form to apply for our Personal Protection Menu plan.
Download 'application form for Personal Protection Menu' PDF
Size: A4 - 32 pages - 453kb
Online publication date: Feb 10
Business Protection - form for submitting multiple applications
You can use this form when submitting multiple Business Protection Menu plans.
Download 'business protection - form for submitting multiple applications' PDF
Size: A4 - 2 pages - 62kb
Online publication date: Jan 08
Cross option agreement
You should use this form if your client wants to provide options for their share of a business to be bought by their co-owners if they die or suffer a critical illness.
Download 'cross option agreement' PDF
Size: A4 - 8 pages - 79kb
Online publication date: Jan 08
Data capture form for interactive quote & apply
Use this form to capture the information you will need from your client to use our online interactive quote and apply system.
Download 'Data capture form for interactive quote & apply' PDF
Size: A4 - 28 pages - 343kb
Online publication date: Jun 09
Data capture form for Telephone Application
Use this form to capture the information you will need from your client to use our telephone application service.
Download 'data capture form for Telephone Application' PDF
Size: A4 - 16 pages - 335kb
Online publication date: Sep 09
Declaration of health form
We need your client to complete this form after a period of 6 months, in addition to their original application.
Download 'declaration of health form' PDF
Size: A4 - 4 pages - 73kb
Online publication date: Jan 08
Direct Debit
You can use this form to give us new or amended direct debit details for your client. This is also included on the application form.
Size: A4 - 1 page - 31kb
Online publication date: Jan 08
Questionnaire - Armed forces
We will need your clients to complete this if they are members of the armed forces.
Download 'questionnaire - armed forces' PDF
Size: A4 - 2 pages - 58kb
Online publication date: Apr 08
Questionnaire - Aviation
We will need your clients to complete this if they take part in any hazardous activities involving aviation.
Download 'questionnaire - aviation' PDF
Size: A4 - 3 pages - 61kb
Online publication date: Jan 08
Questionnaire - Caving & potholing
We will need your clients to complete this if they regulary take part in caving or potholing.
Download 'questionnaire - caving & potholing' PDF
Size: A4 - 2 pages - 59kb
Online publication date: Jan 08
Questionnaire - Financial
We will need your clients to complete a copy if we require further details of their financial circumstances. Please see our financial underwriting limits document for more information.
Download 'personal financial questionnaire' PDF
Size: A4 - 4 pages - 74kb
Online publication date: Jul 09
Download 'business financial questionnaire' PDF
Size: A4 - 6 pages - 81kb
Online publication date: Jul 09
Questionnaire - Hang-gliding
We will need your clients to complete this if they regularly take part in hang-gliding.
Download 'questionnaire - hang-gliding' PDF
Size: A4 - 2 pages - 59kb
Online publication date: Jan 08
Questionnaire - Mining & tunnelling
We will need your clients to complete this if they take part in any hazardous activities involving mining or tunnelling.
Download 'questionnaire - mining & tunnelling' PDF
Size: A4 - 2 pages - 60kb
Online publication date: Jan 08
Questionnaire - Motor sports
We will need your clients to complete this if they regularly take part in any motor sports.
Download 'questionnaire - motor sports' PDF
Size: A4 - 3 pages - 61kb
Online publication date: Jan 08
Questionnaire - Mountaineering & rock climbing
We will need your clients to complete this if they regularly go mountaineering or rock climbing.
Download 'questionnaire - mountaineering & rock climbing' PDF
Size: A4 - 3 pages - 62kb
Online publication date: Jan 08
Questionnaire - Offshore fishing
We will need your clients to complete this if they regularly take part in any offshore fishing.
Download 'questionnaire - offshore fishing' PDF
Size: A4 - 1 page - 58kb
Online publication date: Jan 08
Questionnaire - Parachuting
We will need your clients to complete this if they regularly go parachuting.
Download 'questionnaire - parachuting' PDF
Size: A4 - 2 pages - 59kb
Online publication date: Jan 08
Questionnaire - Service aviation
We will need your clients to complete this if their job involves regular flying.
Download 'questionnaire - service aviation' PDF
Size: A4 - 2 pages - 59kb
Online publication date: Jan 08
Questionnaire - Sports diving
We will need your clients to complete this if they regularly take part in any sports diving.
Download 'questionnaire - sports diving' PDF
Size: A4 - 3 pages - 62kb
Online publication date: Jan 08
Questionnaire - Working offshore
We will need your clients to complete this if their job involves working offshore with either gas or oil.
Download 'questionnaire - working offshore' PDF
Size: A4 - 2 pages - 59kb
Online publication date: Jan 08
Questionnaire - Yachting
We will need your clients to complete this if they take part in yachting.
Download 'questionnaire - yachting' PDF
Size: A4 - 3 pages - 82kb
Online publication date: Jan 08
Relevant life policy trust form
Use this form if an employer owns the plan and they want to provide life cover for one of their employees outside of a registered group life scheme.
Download 'relevant life policy trust form' PDF
Size: A4 - 12 pages - 101kb
Online publication date: Dec 08
Terms of business agreement form
If you don't yet have terms of business with us, please complete this form and return it to us.
Download 'terms of business agreement form' PDF
Size: A4 - 2 page - 63kb
Online publication date: Jan 08
Terms of business agreement booklet
This booklet explains our terms of business.
Download 'terms of business booklet' PDF
Size: A4 - 12 pages - 93kb
Online publication date: Jan 08
