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Downloads

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

Sick Pay Insurance (SPI)

Please contact your Unum Sales Consultant or Broker to find out more about our cover including policy documents or to request a Sick Pay Insurance quote.

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
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)

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

Group Critical Illness

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

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
UP1281 Executive IRP Application Form
UP1281UW Application for the Executive IRP using Tele-Underwriting service

Adviser forms

UP411 Commission by BACS Transfer Form
UP133 Terms of Business (TOBA)
UP1010 Terms of Business (TOBA) for Advisers operating outside of the UK
UP4106 Commission Account Administration Form (CAAF)
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

Group Life

UP1126 - 05/2018 Group Life User Guide
UP1126 - 09/2017 Group Life User Guide
UP1126 - 08/2016 Group Life User 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

Archived GIP Policy Terms

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

Announcement Letters

Group Income Protection Leaflet for employees
Group Life Leaflet for Employees
Critical Illness Standard Cover (Base)
Critical Illness Extra Cover (Extra)

Claims

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
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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Modern Slavery Statement

Unum Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Unum Limited is on the Financial Conduct Authority Financial Services Register, Firm Reference Number: 110408. Registered and Head Office: Milton Court, Dorking, Surrey, RH4 3LZ. Registered in England company number 983768.

Unum Dental is a trading name of Unum Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Unum Limited is on the Financial Conduct Authority Financial Services Register, Firm Reference Number: 110408. Registered Office: Milton Court, Dorking, Surrey, RH4 3LZ. Registered in England 983768. We monitor telephone conversations and email communications from time-to-time for training purposes and in the interests of continually improving the quality of the service we provide.