Unit-Linked Forms
| Name | Description | Client Type | Type/Size |
|---|---|---|---|
| Vision | Application Form | All | PDF (268 KB) |
| Alteration of Funds Form | Alteration of Funds Form | All | PDF (97 KB) |
| Surrender Request Form | To allow the full or partial surrender of your policy | All | PDF (47 KB) |
| Nomination / Change of Beneficiary Form | To nominate or change the name of a beneficiary of your policy | All | PDF (22 KB) |
| Discretionary Switch Authority | The authorisation of a third party to make fund switches on the policyholders behalf | All | PDF (68 KB) |
| Premium increase and top-up form | To increase your premium or make a top-up payment into your policy | All | PDF (130 KB) |
| Source of funds questionnaire | For Financial Adviser use only | All | PDF (122 KB) |
| Lost policy declaration | This form must be completed if the policy documents are lost in transit or have never been received by the client. New policy documents will then be re-issued by Generali PanEurope. | All | PDF (117 KB) |