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- Articles for Employers
- Articles for Advisers
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Get a quote
Existing Customers
Adviser

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Group Income Protection

UP1217 Group Income Protection Advisers Guide
UP3314 Change to Employment and Support Allowance (ESA) - impact on Group Income Protection policies

User Guides / Technical Guides

UP841 - 02/2019 Group Income Protection User Guide
UP841 - 05/2018 Group Income Protection User Guide
UP841 - 09/2017 Group Income Protection User Guide
UP841 - 02/2016 Group Income Protection User Guide
UP1241 Pay Direct Group Income Protection Technical Guide
UP1519 Dual Benefit - Group Income Protection Technical Guide
introduced 11/12/2014 Group Income Protection policy conditions - GIPPOL(ALL)/12/2014

Sick Pay Insurance (SPI)

UP3122 SPI Technical Guide
UP3123 SPI Brochure
UP1946 SPI Quick Start Guide

Executive Income Protection

UP1281 Executive IRP Application Form
UP1281UW Application for the Executive IRP using Tele-Underwriting service
UP263 Executive IRP Key Features
UP619 Executive IRP Adviser Guide
UP916 Executive IRP How to make a claim
UP625 Executive Income Protection Terms and Conditions

Group Life

UP1729 Group Life Advisers Guide -Why Unum for Group Life?
UP1917 Group Life Advisers Guide - Making life simpler The Unum Master Trust
UP3338 Excepted Group Life Technical Bulletin
UP3394 Excepted Group Life Master Trust FAQs
UP3238 Lifetime Allowance Protection
Expression of Wish form (Beneficiary Nomination Form)

Policy Conditions

introduced 21/11/2014 Registered Group Life and Dependants Assurance Policy Conditions - GL&DREGPOL/11/2014
Older policy conditions can be found below under Group Policy Conditions
introduced 21/11/2014 Excepted Group Life Assurance Policy Conditions - GLEXPOL/11/2014
Older policy conditions can be found below under Group Policy Conditions
introduced 21/11/2014 Non-Registered Life Assurance Policy Conditions - GLNREGPOL/11/2014
Older policy conditions can be found below under Group Policy Conditions
introduced 05/07/2010 Spouse's/Partner's Life Assurance Arrangement Conditions - GLARR(SPOUSE/PARTNER)/07/2010
Older policy conditions can be found below under Group Policy Conditions

User Guides / Technical Guides

UP1126 - 05/2018 Group Life User Guide
UP1126 - 09/2017 Group Life User Guide
UP1126 - 08/2016 Group Life User Guide
UP1126 - 02/2016 Group Life User Guide
UP1127 Excepted Group Life Policy Technical Guide
UP1128 Supplementary Relevant Group Life Policy Technical Guide
UP1008 Spouses and Partners Group Life Assurance Technical Guide
UP844 Group Life and Dependants Pensions for Channel Islands and Isle of Man Technical Guide

Group Critical Illness

Product Updates March 2015
Product Updates January 2014

User Guides / Technical Guides

UP845 - 08/2019 Group Critical Illness User Guide
UP845 - 02/2019 Group Critical Illness User Guide
UP845 - 05/2018 Group Critical Illness User Guide
UP845 - 09/2017 Group Critical Illness User Guide
UP845 - 02/2016 Group Critical Illness User Guide
UP3277 - 02/2019 Simplicity Critical Illness User Guide
UP3277 - 05/2018 Simplicity Critical Illness User Guide
introduced 01/03/2015 Group Critical Illness Insurance Policy Conditions - UGCIPOL/03/2015
Older policy conditions can be found below under Group Policy Conditions

Flexible Benefits

UP1190 Flexible Benefits Questionnaire

Forms

Member forms

UP3D Medical Health & Lifestyle Questionnaire (formerly Scheme Members Application Form)
Arrange Telephone Underwriting
UP1805a Application for late entry
UP1850 AMRA (Access to Medical Records Act) - Your Statutory Rights
UP1877 Unum Select Income Protection/Sick Pay Insurance Application Form

Employer forms

UP3328 Direct Debit Mandate
UP510 Direct Debit Mandate for Flex/ Vol products and Linked Life and Dependents
UP1172 Supplementary Group Life Policy Application Form
UP1802 Supplementary Relevant Life Policy Application Form
UP1281 Executive IRP Application Form
UP1281UW Application for the Executive IRP using Tele-Underwriting service
UP3077 Declaration of Actively at Work

Adviser forms

UP1172 Supplementary Group Life Policy Application Form
UP411 Commission by BACS Transfer Form
UP133 Terms of Business (TOBA)
UP1010 Terms of Business (TOBA) for Advisers operating outside of the UK
UP256 Commission Account Administration Form
UP778 Customer Verification Form
UP798 Confirmation of verification of identity - private individual

Rehabilitation

UP4024 Claims & Rehabilitation consent form
UP3301 Referral form
UP3334 Absence management support from Unum
UP3287 On Course workshops for existing customers

User Guides / Technical Guides

Group Income Protection

UP841 - 02/2019 Group Income Protection User Guide
UP841 - 05/2018 Group Income Protection User Guide
UP841 - 09/2017 Group Income Protection User Guide
UP841 - 02/2016 Group Income Protection User Guide
UP1241 Pay Direct - Group Income Protection Technical Guide
UP1519 Dual Benefit - Group Income Protection Technical Guide

Group Life

UP1126 - 05/2018 Group Life User Guide
UP1126 - 09/2017 Group Life User Guide
UP1126 - 08/2016 Group Life User Guide
UP1126 - 02/2016 Group Life User Guide
UP1127 Excepted Group Life Policy Technical Guide
UP1128 Supplementary Relevant Group Life Policy Technical Guide
UP1008 Spouses and Partners Group Life Assurance Technical Guide
UP844 Group Life and Dependants Pensions for Channel Islands and Isle of Man Technical Guide
UP1883a Unum Select Life Cover Technical Guide

Group Critical Illness

UP845 - 08/2019 Group Critical Illness User Guide
UP845 - 02/2019 Group Critical Illness User Guide
UP845 - 05/2018 Group Critical Illness User Guide
UP845 - 09/2017 Group Critical Illness User Guide
UP845 - 02/2016 Group Critical Illness User Guide
UP1884a Unum Select Critical Illness Technical Guide

Announcement Letters

Group Income Protection Leaflet for employees
Group Life Leaflet for Employees

Group Policy Conditions

introduced 11/12/2014 Group Income Protection Insurance Policy - GIPPOL(ALL)/12/2014

introduced 01/03/2015 Group Critical Illness Insurance Policy - UGCIPOL/03/2015

introduced 21/11/2014 Registered Group Life and Dependants Assurance Policy - GL&DREGPOL/11/2014

introduced 21/11/2014 Excepted Group Life Assurance Policy - GLEXPOL/11/2014

introduced 21/11/2014 Non-Registered Life Assurance Policy - GLNREGPOL/11/2014

introduced 05/07/2010 Spouse's/Partner's Life Assurance Arrangement - GLARR(SPOUSE/PARTNER)/07/2010

Older Group Policy Conditions

Group Income Protection Insurance Policy

introduced 24/11/2012 GIPPOL(ALL)/11/2012
introduced 14/02/2011 GIPPOL(ALL)/02/2011
introduced 01/06/2010 GIPPOL(ALL)/06/2010
introduced 12/04/2010 GIPPOL(ALL)/04/2010
introduced 27/07/2009 GIPPOL(ALL)/07/2009
introduced 01/02/2009 GIPPOL(ALL)/02/2009
introduced 19/04/2008 GIPPOL(EMPLOYEE)/04/2008
introduced 19/04/2008 GIPPOL(PARTNERSHIP)/04/2008

Group Critical Illness Insurance Policy

introduced 17/01/2014 UGCIPOL/01/2014
introduced 24/11/2012 UGCIPOL/11/2012
introduced 14/02/2011 UGCIPOL/02/2011
introduced 27/07/2009 UGCIPOL/07/2009
introduced 14/05/2009 UGCIPOL/05/2009
introduced 01/08/2008 UGCIPOL/08/2008

Registered Group Life and Dependants Assurance Policy

introduced 20/02/2012 GL&DREGPOL/02/2012
introduced 14/02/2011 GL&DREGPOL/02/2011
introduced 31/08/2010 GL&DREGPOL/08/2010
introduced 05/07/2010 GL&DREGPOL/07/2010
introduced 05/05/2009 GL&DREGPOL/05/2009
introduced 01/12/2008 GL&DREGPOL/12/2008
introduced 01/08/2008 GL&DREGPOL/08/2008
introduced 01/10/2007 GL&DREGPOL/10/2007

Excepted Group Life Assurance Policy

introduced 20/02/2012 GLEXPOL/02/2012
introduced 14/02/2011 GLEXPOL/02/2011
introduced 31/08/2010 GLEXPOL/08/2010
introduced 05/07/2010 GLEXPOL/07/2010
introduced 05/05/2009 GLEXPOL/05/2009
introduced 01/12/2008 GLEXPOL/12/2008
introduced 01/08/2008 GLEXPOL/08/2008
introduced 01/10/2007 GLEXPOL/10/2007

Non-Registered Life Assurance Policy

introduced 20/02/2012 GLNREGPOL/02/2012
introduced 14/02/2011 GLNREGPOL/02/2011
introduced 31/08/2010 GLNREGPOL/08/2010
introduced 05/07/2010 GLNREGPOL/07/2010
introduced 05/05/2009 GLNREGPOL/05/2009
introduced 01/12/2008 GLNREGPOL/12/2008
introduced 01/08/2008 GLNREGPOL/08/2008
introduced 01/10/2007 GLNREGPOL/10/2007

Spouse's/Partner's Life Assurance Arrangement

introduced 01/12/2008 GLARR(SPOUSE/PARTNER)/12/2008
introduced 01/08/2008 GLARR(SPOUSE/PARTNER)/08/2008
introduced 01/10/2007 GLARR(SPOUSE/PARTNER)/10/2007

Claims

Unum Dental

NDP005 Dental claim form (UK customers)
NDP006 Dental claim form (Republic of Ireland customers)
NDP004 A&E policy claim form
NDP008 Optical policy claim form

Group Income Protection

Forms

UP333A Group Income Protection Claim Form - Employer
UP333B Group Income Protection Claim Form - Employee
UP333c Request for copies of medical records form
UP4023 Claims consent form
UP4024 Vocational rehabilitation consent form
UP1850 Your Statutory Rights

Group Life

Making a Group Life Claim Please refer to the ‘Claims’ section in your Group Life User Guide.
UP1085 Notification of Death Claim Form
UP1852 Notification of Death Form - for spouses/partners Life cover
UP1896 Bank Details Form

Group Critical Illness

UP1838 Group Critical Illness Claim Form - Employer
UP1837 Group Critical Illness Claim Form - Employee
UP4023 Claims Consent Form
UP1850 Your Statutory Rights
UP1896 Bank Details Form

Individual Policies

UP917 EAC How to make a claim
UP916 Executive IRP How to make a claim
UP915 How to make a claim - Personal IRP/Personal IP/Primary IRP
UP1989 Elixia 123 Critical Illness Claim Form
UP4023 Claims Consent Form
UP4024 Vocational rehabilitation consent form
UP1850 Your Statutory Rights

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Copyright 2018 Unum Limited all rights reserved.

Unum Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Registered and Head Office: Milton Court, Dorking, Surrey, RH4 3LZ. Registered in England company number 983768.