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Zurich protection operations po box 4157 swindon sn4 4qb

Data collection form - Zurich Intermediary 2026

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The document is a questionnaire from Zurich International Life for individuals applying for life insurance, specifically focusing on growths, cysts, tumors, or lumps. It requires the insured to provide detailed personal information and medical history related to any such conditions to assist in the assessment of their insurance proposal. The form emphasizes the importance of full disclosure and includes sections for supplementary questions about diagnosis, treatment, and follow-up care. Additionally, it contains a privacy notice regarding data protection and a declaration of consent for processing medical information.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal details. Enter your policy number, full name, title, family name, forename(s), and date of birth in the designated fields. Ensure all entries are in CAPITAL letters.
Proceed to the supplementary questions section. Provide the date you first noticed any growth or swelling and specify its location. Answer whether you know the initial diagnosis and provide details if applicable.
Indicate if the growth is still present and detail any investigations conducted, including dates and results. Include information about follow-up treatments or surgeries proposed.
Complete the privacy notice and declaration sections by confirming that all information provided is accurate. Sign and date where indicated.

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2018	4.8 Satisfied (32 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the Zurich business Protection Trust?

Zurich Business Protection provides comprehensive cover for key people and owners. If the worst happens, funds are provided to help the business continue trading, repay debt or provide a payment to a seriously ill owner for their share of the business, or their family if they die.

What is the deed of exclusion of beneficiary?

Under this Deed you (the Trustees) can exclude a Beneficiary or class of Beneficiaries from the Trust. This Deed can only be used where the Trustees are given this power under the Trust. The Deed cannot be used to take away any interests to which a Beneficiary has already become absolutely entitled.

Where do I send my Zurich trust form?

You can email your Trust deed to us at: Zurich.customer.service@uk.zurich.com.

What is the difference between an absolute trust and a discretionary trust?

Under an Absolute trust the beneficiaries are named at outset on the deed and cannot be changed at a future date. Under a Discretionary trust there are normally no named beneficiaries but instead a class of prospective beneficiaries. This class normally includes children, grandchildren and so on.

Can a life insurance trust be revocable?

Revocable life insurance trusts For example, instead of giving your 16-year-old child a lump sum payment, a trust can disburse the funds from your policy in installments over time. The primary advantage of a revocable life insurance trust is that you can make changes or even remove the trust if your needs change.

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What is Zurich personal protection?

The Zurich Life Protection policy can offer Life Cover, Critical Illness Cover or Life Cover and Critical Illness. You can apply for this policy online. Youll need to make sure that this policy will give you the cover you need.

Data collection form - Zurich Intermediary 2026

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