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Commonly requested forms

You can download any of the forms below and print from your PC. Please complete and send them to Windsor House at the address shown on our Contact Us webpage.

To learn which form(s) are required in given scenarios, please continue to read this page.

Each of the following forms are in PDF format. You will need a copy of Adobe Acrobat Reader to download and view the forms. This can be downloaded for free by clicking here.

Which form(s) do I need?

Scenario	Forms you will need
I need to notify you of a change of address.	Change of Personal Details Request Form
I have married, or changed name recently, and need to notify you.	Change of Personal Details Request Form
I have changed the bank account from which my premiums are collected and require a new Direct Debit Mandate (DDM).	Change of Bank or Building Society Details (Direct Debit Mandate)
I wish to switch the funds my policy is invested in.	Fund Switch & Redirection Form Different fund switching arrangements exist for members of a Group Pension Scheme previously insured with TomorrowTM. Please click here if this applies.
I want to find out more about putting my life policy into trust.	Click here to open a FAQ document relating to Trusts. Trusts Checklist.
I need to assign my life policy to my bank/building society and want to find out what I need to do.	Click here to open a FAQ document relating to Assignments. Assignments Checklist.
My policy is about to mature and I want to find out what I need to do.	Click here to open a FAQ document relating to Maturities. Maturities Checklist.
I have a personal pension policy and am about to retire. I want to find out more about what I need to do.	Please refer to the Taking Your Pension section of our website.
I wish to reinstate my life policy from 'Paid Up' or 'Premium Holiday'.	Policy Reinstatements/Health Declaration Form Income Tax Premium Relief (LAPR) Questionnaire Direct Debit Mandate
I am transferring my pension and need HMRC CA forms.	You do not need to sign certain HMRC CA forms any more. If applicable, we will complete the relevant form and send it to HMRC to let them know where we have transferred your pension to. Please note if you want to transfer your pension overseas, HMRC still need you to complete a CA form. You can find the form here. (This link will redirect you to the HMRC website.)
I wish to contract back into the State Second Pension (S2P) and require the relevant HMRC CA forms.	HMRC no longer need you to complete the CA Form which enables you to contract back in to S2P. If you want to do this, please tell us either by telephone or in writing. We will complete the relevant form and send it to HMRC on your behalf. This is providing we receive the request from the policyholder.
I have changed the bank account my pension annuity is paid into.	Change of Bank or Building Society (Direct Credit Mandate)
I would like to nominate a beneficiary for my pension policy.	Death Benefit Nomination Form
I need to assign my life policy and need a draft Deed of Assignment.	Draft Deed of Assignment
I wish to allow someone else to correspond with you regarding my policy(ies).	Letter of Authority Form

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