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How to use or fill out new customer authorisation form - Aviva - amii org

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Click ‘Get Form’ to open it in the editor.
Begin by selecting either Option 1 or Option 2 based on your needs. Option 1 is for a policy review only, while Option 2 is for a full transfer to a new intermediary.
Fill in the effective date for your chosen option. Ensure you understand that this authority is valid for 90 days from this date if you select Option 1.
Complete Section 3 with your customer details, including your full name, job title (if applicable), postcode, and policy number(s).
Sign the form where indicated, ensuring all information is accurate and complete before submission.
If applicable, have the intermediary complete Section 4 with their details and signature.

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2021	4.8 Satisfied (45 Votes)
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What is an amii form?

Guidance to the intermediary. This form has been produced by amii (Association of Medical Insurers and Intermediaries), with the support of a number of leading health insurance providers. It should be completed and signed by your client and forwarded to the insurance company in all cases.