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The document is an application form for a Relevant Life Plan provided by Legal & General. It includes sections for both employers and employees to fill out, emphasizing the importance of accurate and complete information to avoid delays or claim denials. The form covers personal details, medical history, and consent for medical reports, along with declarations from both the employee and employer. Additionally, it outlines the process for setting up a trust related to the life insurance policy, including responsibilities of trustees and beneficiaries.

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Click ‘Get Form’ to open the Relevant Life Plan application form in the editor.
Begin with Part A: Quote. Fill in your full name, title, and date of birth. Ensure all yellow fields are completed accurately.
In the Employment Status section, select your current employment status and provide your email address for communication regarding your application.
Proceed to Part B: Standard Underwriting. Enter your contact address and phone numbers. Be sure to check that you have filled in all required fields.
Complete the medical questions honestly, as this information is crucial for processing your application. If applicable, consent to request a medical report from your doctor.
Finally, review all sections before signing the Employee Declaration in Section C. Ensure that all necessary signatures are included.

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